About Plannix
Plannix is a financial services company based in San Francisco, California, specializing in providing innovative financial planning and management solutions. The company focuses on leveraging technology to enhance the financial decision-making process for individuals and businesses alike. With a commitment to transparency and user-friendly interfaces, Plannix aims to empower clients to achieve their financial goals through tailored services and expert guidance. The firm is dedicated to staying ahead of industry trends and continuously improving its offerings to meet the evolving needs of its clients.
Company facts
- Industry
- Financial Services
- Sub-industries
- Financial Planning, Investment Management, Wealth Management, Tax Advisory, Retirement Planning
- Location
- San Francisco, United States
- Employees
- 11–50
- Revenue (USD)
- 1–5M
- Founded
- 2020
Products and services
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