Planswell is on a mission to provide the world's most actionable financial planning experience to everyone, for free.

Finance

FinTech

Insurance

Investment Management

Lending

Planswell

Planswell's headquarters in Toronto, Canada

Eric Arnold

Craig Savolainen

Jessica Martin

Trevor Oseen

The Sales and Revenue Operations team at Planswell is focused on driving the company's financial planning solutions to new and existing clients. This team is responsible for managing client relationships, optimizing sales strategies, and ensuring partner success. They work collaboratively to increase revenue, streamline sales operations, and deliver exceptional customer experiences to fulfill Planswell's mission of providing accessible financial planning to everyone.

Sales and Revenue Operations

The Leadership Team at Planswell, comprised of the CEO, CFO, COO, Chief Compliance Officer, and VP of Revenue, is responsible for steering the company's strategic vision, ensuring financial stability, operational efficiency, regulatory compliance, and driving revenue growth to achieve Planswell's mission of providing free, actionable financial planning for all.

Leadership Team

The Operations and Compliance Team at Planswell ensures seamless daily operations and maintains regulatory adherence. This team optimizes revenue processes, oversees strategic execution, and safeguards the company against compliance risks to deliver an exceptional, actionable financial planning experience.

Planswell

Org chart

Teams

Sales and Revenue Operations

Leadership Team

Operations and Compliance Team

Offices

Planswell

Org chart

Teams

Sales and Revenue Operations

Leadership Team

Operations and Compliance Team

Offices

Related companies