PlannerPal
Deal History
Investor: Mercia Ventures
Morrow Choice, trading as PlannerPal, has raised £4.55 million ($6 million) in a Series A funding round led by Mercia Ventures.Summary of transaction details:Value: £4.55 millionSector: FintechAdvisor: Not disclosedKey Entities: PlannerPal (Morrow Choice), Mercia VenturesLocation: United KingdomNote: The capital injection will be used to accelerate the rollout of PlannerPal's client intelligence platform across the UK financial advisory sector following rapid enterprise growth.
Investor: Mercia Ventures
AI financial advice workflow platform PlannerPal has raised £4.3 million ($6 million) in a funding round led by Mercia Ventures, alongside participation from existing investor Ada Ventures and strategic angel investors.Summary of transaction details:Value: £4.3mSector: FintechAdvisor: Not disclosedKey Entities: PlannerPal, Mercia Ventures, Ada VenturesLocation: United KingdomNote: The capital will support the rapid scaling of PlannerPal's product and engineering teams, accelerate development of client intelligence features, and support expansion from wealth management into the UK mortgage advice market.
Investor: strategic fintech investors, Ada Ventures, Mercia Ventures
Funding Timeline
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