What departments does Plannery have?

Plannery has employees across 1 departments including Customer Success.

What is the largest department at Plannery?

The largest department at Plannery is Customer Success with 1 employees.

Where are Plannery employees located globally?

Plannery has employees across 3 continents and 3 countries including Philippines, United States Of America, Argentina.

How has Plannery's team size changed over time?

Plannery's team has grown from approximately 10 to 11 employees based on available data.

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Plannery Employee Directory

Financial ServicesCalifornia, United States11-50 Employees

Plannery is a financial wellness platform that supports healthcare professionals' financial journeys from eliminating debt to building wealth. Our vision is a world where no healthcare professional has to worry about their finances and can instead focus on taking care of patients. Plannery works with healthcare organizations to offer our products as an employee benefit to help them with recruitment and retention, and to build a strong, loyal and productive workforce.

Find Plannery employees' phone numbers or email addresses

Plannery Global Highlights

North America
9

United States Of America
9

South America
2

Argentina
2

Asia
1

Philippines
1

Plannery's Leadership

D. G. D.
Chief Clinical Officer
Mobile Phone
Email
M. P.
Founding Member
Mobile Phone
Email
J. T.
Customer Success Specialist/Nurse Advisor
Mobile Phone
Email

Plannery Employee Metrics

100%

50%

2026

2025

Business
Arts & Design
Engineering
Entrepreneurship
Accounting
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Contact profiles from Plannery

Name

Title

Contact Info

Location

Last Update

D. G. D.
Chief Clinical Officer
Mobile Phone
Email
United StatesMinnesota
Mar 24, 2026
M. P.
Founding Member
Mobile Phone
Email
United StatesNew York
Feb 17, 2026
J. T.
Customer Success Specialist/Nurse Advisor
Mobile Phone
Email
United States
Feb 17, 2026

Frequently Asked Questions

What is Plannery known for?

Plannery operates in the Financial Services industry. The company's main headquarters is located in San Mateo, California 94402 United States. Explore Plannery's company overview page for more information.

What is Plannery's most common email format?

Plannery employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Plannery email formats with LeadIQ.

How many employees does Plannery have currently?

Plannery has approximately 13 employees as of March 2026. These team members are located across 3 continents, including North AmericaSouth AmericaAsia.

Who are Plannery's key employees and leadership?

As of March 2026, Plannery's key employees include:

Chief Clinical Officer: D. G. D.
Founding Member: M. P.
Customer Success Specialist/Nurse Advisor: J. T.

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