PlannerPal is a UK-based AI workflow platform for financial advice and wealth management firms. It connects client conversations, documents and CRM data to automate administrative work such as capturing meetings, producing documentation and updating core systems, integrating with platforms including Iress Xplan, Intelliflo, Curo and Plannr, and is now building a client intelligence layer on top of that data. More than 250 UK advice firms use the platform, including Canaccord Wealth, ValidPath and Amber River, and it has recently expanded into the UK mortgage market; the company is led by CEO and co-founder Mark Whitcroft.
1
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Oct 7, 2026
Latest raise
Funding activity · 1 round
Oct 7, 2026
GBP 4.3M
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Led by Mercia Ventures
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