PlannerPal Raises £4.3M Seed Led by Mercia Ventures to Scale AI Workflow Platform for UK Financial Advice

PlannerPal Secures £4.3M Seed Round

PlannerPal, a UK-based AI workflow platform for financial advice and wealth management firms, has raised £4.3 million in Seed funding. The round was led by Mercia Ventures, with participation from Ada Ventures.

What PlannerPal Does

PlannerPal connects client conversations, documents and CRM data to automate administrative work for financial advice and wealth management firms. The platform captures meetings, produces documentation and updates core systems, integrating with platforms including Iress Xplan, Intelliflo, Curo and Plannr. The company is now building a client intelligence layer on top of that data.

Traction and Market Reach

More than 250 UK advice firms use the platform, including Canaccord Wealth, ValidPath and Amber River. PlannerPal has recently expanded into the UK mortgage market.

Leadership

The company is led by CEO and co-founder Mark Whitcroft.

Funding Details

• Round type: Seed
• Amount raised: £4,300,000
• Lead investor: Mercia Ventures
• Additional investors: Ada Ventures
• Announcement date: 7 October 2026

What’s Next

With this Seed funding, PlannerPal is positioned to deepen its AI workflow capabilities and continue expanding its client intelligence layer across the UK financial advice and wealth management sector. The company’s existing integrations with major platforms and its growing base of advice firms provide a foundation for further growth in the UK mortgage market and beyond.