PlannerPal builds a connected AI workflow that helps UK financial advice and wealth-management firms cut administrative work and spend more time with clients.

Founders

• Mark Whitcroft · Co-Founder & CEO
  Before founding PlannerPal, Mark was a founding partner of Illuminate Financial, a global fintech-focused venture-capital firm backed by Barclays and J.P. Morgan, where he helped scale more than 30 fintech businesses serving banks, asset managers and wealth managers.
• Shoomon Perry · Co-Founder & CPTO
  Before founding PlannerPal, Shoomon was Global Head of Digital at Barclays Wealth and previously led digital banking at Halifax and TSB, where the tools he helped build were used by more than 10 million people.

Customers

Canaccord Wealth, ValidPath, Amber River, Navigate IFA, The Wealth Strategist