Plannery Employee Directory
Financial ServicesCalifornia, United States2-10 Employees
Plannery is a financial wellness platform designed to support healthcare professionals through their financial journey, from debt elimination to wealth building. The service focuses on helping employees manage finances more effectively, with the broader aim of reducing financial stress so healthcare workers can concentrate on patient care. Plannery collaborates with healthcare organizations to offer its products as an employee benefit, assisting with recruitment, retention, and the development of a stable, loyal workforce. Headquartered in San Mateo, California, Plannery operates within the financial services industry and serves healthcare organizations as its primary customers. The company has pursued partnerships and product launches to broaden its offerings, including integrating debt consolidation and loan products through collaborations with financial institutions, and launching a student loan product designed to help federal forgiveness programs reach more employees. The business operates with a small team and is positioned to provide targeted financial wellness solutions to the healthcare sector, illustrated by recent partner announcements in 2024.
1-888-653-2347 
support@leadiq.com 
