Insights

Emerging Fintech Player Planwise is a burgeoning fintech startup specializing in transforming mortgage broking services through innovative digital customer experiences, presenting opportunities to collaborate with financial institutions seeking digital modernization.

Growth Potential Although currently small with a team of 2-10 employees and revenues under one million dollars, Planwise demonstrates potential for expansion as it builds its high-performing team in Sydney, making it an attractive partner for scalable fintech solutions.

Market Competition Positioned alongside similar finance and tech companies like CrediFi and Nexla, Planwise offers avenues to explore strategic partnerships or integrations within the fintech and mortgage industries.

Innovation Focus With its emphasis on delivering exceptional digital experiences, Planwise could benefit from technology partnerships or innovative tools that enhance customer engagement and streamline mortgage processes.

Funding and Revenue With limited revenue and unspecified funding, there is a significant growth opportunity for businesses that can provide financial support, investment, or advanced technology solutions to accelerate Planwise’s market penetration.

Planwise Tech Stack

Media & News

Planwise's Email Address Formats

Planwise uses at least 1 format(s):
Planwise Email FormatsExamplePercentage
First@planwise.comJohn@planwise.com
67%
First.Last@planwise.comJohn.Doe@planwise.com
33%

Frequently Asked Questions

Where is Planwise's headquarters located?

Minus sign iconPlus sign icon
Planwise's main headquarters is located at 3330 20th Street San Francisco, California 94110 United States. The company has employees across 3 continents, including North AmericaEuropeOceania.

What is Planwise's phone number?

Minus sign iconPlus sign icon
You can contact Planwise's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Planwise's official website and social media links?

Minus sign iconPlus sign icon
Planwise's official website is planwise.com and has social profiles on LinkedInCrunchbase.

What is Planwise's NAICS code?

Minus sign iconPlus sign icon
Planwise's NAICS code is 5415 - Computer Systems Design and Related Services.

How many employees does Planwise have currently?

Minus sign iconPlus sign icon
As of April 2026, Planwise has approximately 5 employees across 3 continents, including North AmericaEuropeOceania. Key team members include Principal: J. L.Consultant: M. T.Real Estate Agent: N. W.. Explore Planwise's employee directory with LeadIQ.

What industry does Planwise belong to?

Minus sign iconPlus sign icon
Planwise operates in the Technology, Information and Internet industry.

What is Planwise's email format?

Minus sign iconPlus sign icon
Planwise's email format typically follows the pattern of First@planwise.com. Find more Planwise email formats with LeadIQ.

When was Planwise founded?

Minus sign iconPlus sign icon
Planwise was founded in 2011.

Planwise

Technology, Information and InternetCalifornia, United States2-10 Employees

Planwise AU is a fintech startup transforming mortgage broking in Australia with a new, exceptional digital customer experience. We are currently building a high-performing team in Sydney.

Section iconCompany Overview

Headquarters
3330 20th Street San Francisco, California 94110 United States
Phone number
NAICS Code
5415 - Computer Systems Design and Related Services
Founded
2011
Employees
2-10

Section iconMedia & News

Section iconFunding & Financials

  • $1M

    Planwise's revenue is estimated to be in the range of $1M

Section iconFunding & Financials

  • $1M

    Planwise's revenue is estimated to be in the range of $1M

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.