Insights

Market Niche Planwise AU is a fintech startup revolutionizing mortgage broking in Australia with a focus on enhancing the digital customer experience. This niche market segment presents an opportunity to tailor solutions uniquely suited to modern consumers' needs.

Competitive Advantage Despite being a small-sized company in terms of employees, Planwise has the advantage of agility and flexibility in the market. This flexibility allows for quick adaptation to changing industry trends and customer demands, providing a competitive edge against larger competitors.

Strategic Expansion With a strategic focus on building a high-performing team in Sydney, Planwise demonstrates a commitment to expanding its operations in key market regions. This localized approach enhances customer engagement and brand visibility, paving the way for increased market penetration and growth opportunities.

Financial Growth Potential The revenue range of $0 - 10M indicates room for significant financial growth for Planwise. Capitalizing on this opportunity requires targeted sales strategies aimed at scaling revenue streams, potentially through innovative product offerings and strategic partnerships.

Synergistic Collaborations Given the presence of similar companies in the fintech space, such as CrediFi, Qualia, and RiskSpan, there is a potential for collaborative opportunities. Exploring synergies with these established players can open doors for strategic partnerships, co-marketing initiatives, and shared resources, ultimately driving sales growth for Planwise.

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
33%
First.Last@planwise.comJohn.Doe@planwise.com
17%
First@planwise.comJohn@planwise.com
33%
First.Last@planwise.comJohn.Doe@planwise.com
17%

Frequently Asked Questions

Where is Planwise's headquarters located?

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Planwise's main headquarters is located at 3330 20th Street, San Francisco, California 94110, US. The company has employees across 4 continents, including North AmericaOceaniaAfrica.

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.

What is Planwise's SIC code NAICS code?

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Planwise's SIC code is 7375 - Information Retrieval Services NAICS code is 621999 - All Other Miscellaneous Ambulatory Health Care Services.

How many employees does Planwise have currently?

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As of May 2025, Planwise has approximately 11 employees across 4 continents, including North AmericaOceaniaAfrica. Key team members include Owner: B. C.Principal: J. L.Medicare Counselor: L. C.. 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 is Planwise's email format?

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

When was Planwise founded?

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Planwise was founded in 2011.
Planwise

Planwise

Technology, Information and InternetUnited States11-50 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, US
Phone number
SIC Code
7375 - Information Retrieval Services
NAICS Code
621999 - All Other Miscellaneous Ambulatory Health Care Services
Founded
2011
Employees
11-50

Section iconMedia & News

Section iconFunding & Financials

  • $10M

    Planwise's revenue is in the range of $10M

Section iconFunding & Financials

  • $10M

    Planwise's revenue is in the range of $10M

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