Insights

Fintech Growth Opportunity Planwise is a Sydney-based fintech startup focused on transforming mortgage broking in Australia with a new digital customer experience, indicating a market-ready product and potential demand for scalable tech, mortgage analytics, and customer experience tooling.

Early-stage Funding With a funding round of 2.2 million and a revenue range of zero to one million, there is an opportunity to offer scalable SaaS, fintech infrastructure, or go-to-market acceleration services to support rapid growth and fundraising readiness.

Small Team Advantage A lean team (2–10 employees) in Sydney suggests a need for cost-effective, high-impact solutions such as modular cloud platforms, collaboration tooling, and automation that reduce headcount while increasing velocity.

Tech Stack Gaps Current tech usage includes Google Workspace, Google Search Console, and GoDaddy; potential upsell avenues exist for security, data analytics, customer journey optimization, SEO/marketing automation, and scalable hosting or domain services.

Competitive Positioning Operating in a crowded mortgage tech space with peers ranging from small to mid-size players, Planwise can benefit from messaging that emphasizes digital customer experience, speed to deployment, and integration-ready solutions appealing to fintechs seeking rapid time-to-value.

Planwise Tech Stack

Planwise uses 3 technology products and services including Google Workspace, Google Search Console, GoDaddy, and more. Explore Planwise's tech stack below.

  • Google Workspace
    Email
  • Google Search Console
    Web Analytics
  • GoDaddy
    Web Hosting

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

What is Planwise's phone number?

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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?

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Planwise's official website is planwise.com and has social profiles on LinkedInCrunchbase.

How much revenue does Planwise generate?

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As of July 2026, Planwise's annual revenue is estimated to be <$1M.

What is Planwise's SIC code NAICS code?

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Planwise's SIC code is 7372 - Prepackaged Software NAICS code is 5415 - Computer Systems Design and Related Services.

How many employees does Planwise have currently?

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As of July 2026, Planwise has approximately 5 employees across 2 continents, including North AmericaEurope. Key team members include Consultant: M. T.. Explore Planwise's employee directory with LeadIQ.

What industry does Planwise belong to?

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Planwise operates in the Technology, Information and Internet industry.

What technology does Planwise use?

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Planwise's tech stack includes Google WorkspaceGoogle Search ConsoleGoDaddy.

What is Planwise's email format?

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

How much funding has Planwise raised to date?

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As of July 2026, Planwise has raised $2.2M in funding. The last funding round occurred on May 18, 2015 for $750K.

When was Planwise founded?

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Planwise was founded in 2011.
Planwise logo

Planwise

Technology, Information and InternetCalifornia, United States2-10 Employees

Planwise operates in the fintech space with a focus on mortgage brokerage in Australia. The company aims to modernize the customer journey by delivering a streamlined digital experience. Known as Planwise AU, it is actively assembling a high-performing team in Sydney to advance this effort.

The business is based in San Francisco, California, and sits within the technology, information and internet sector. With a small team, Planwise emphasizes development and growth in its Australian mortgage market focus.

Section iconCompany Overview

Phone number
SIC Code
7372 - Prepackaged Software
NAICS Code
5415 - Computer Systems Design and Related Services
Founded
2011
Employees
2-10

Section iconFunding & Financials

  • $2.2M

    Planwise has raised a total of $2.2M of funding over 5 rounds. Their latest funding round was raised on May 18, 2015 in the amount of $750Kas a seed.

  • <$1M

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

Section iconFunding & Financials

  • $2.2M

    Planwise has raised a total of $2.2M of funding over 5 rounds. Their latest funding round was raised on May 18, 2015 in the amount of $750Kas a seed.

  • <$1M

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

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