Company
planneryapp.com
Plannery is the care plan for your money.
Also known as Plannery, Plannery, Inc.
- Status
- Operatingas of 2026-09-19
- Business model
- B2B2C
- Customers
- Healthcare professionals, physicians, nurses and allied health professionals
- Legal name
- Plannery, Inc.
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Record updated 28 September 2026
About
Plannery is the financial wellness platform for healthcare professionals.
Funding snapshot
- Total raised
- $4.1MSEC form D sum, as of 2026-09-28Source (opens in a new tab)
- Latest round
- Round, $4.1M2021-11-24
Funding rounds
- Round, 2021
- $4.1M2021-11-24, SEC form D sold, 5 investors
Products
- Web
- DebtIQ
- Web
- ScoreIQ
- Web
- ShiftIQ
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