Planswell Employee Directory

Q: What is Planswell known for?

Planswell was founded in 2015. Planswell operates in the Financial Services industry.

Q: How many employees does Planswell have currently?

Planswell has approximately 51 employees.

Q: Who are Planswell's key employees and leadership?

Planswell's key employees include: Ceo: E. A., Coo: S. W., Vp Of Revenue: J. M., Head Of Development: C. S..

Financial ServicesOntario, Canada51-200 Employees

Almost everyone will experience a lifestyle decline in the future because good financial planning has always been reserved for the wealthiest of the wealthy. We've created hundreds of thousands of free financial plans for consumers so they can know exactly what to do, each month, to maintain their lifestyle in retirement.

Find Planswell employees' phone numbers or email addresses

Planswell Global Highlights

North America
69

Canada
57
United States Of America
12

Planswell's Leadership

E. A.
Ceo
Mobile Phone
Email
S. W.
Coo
Mobile Phone
Email
J. M.
Vp Of Revenue
Mobile Phone
Email
C. S.
Head Of Development
Mobile Phone
Email
C. P.
Digital Marketing Manager
Mobile Phone
Email
C. S.
Sales Manager
Mobile Phone
Email
A. H.
Product Manager
Mobile Phone
Email
C. H.
Product Manager
Mobile Phone
Email

Planswell Employee Metrics

100%

50%

2026

2025

Sales
Business Development
Banking
Business
Engineering
Other

Contact profiles from Planswell

Name

Title

Contact Info

Location

Last Update

G. A.
Strategic Partnerships
Mobile Phone
Email
Canada
Nov 19, 2025
W. P.
Account Executive
Mobile Phone
Email
United StatesTexas
Nov 15, 2025
M. V.
Account Executive
Mobile Phone
Email
CanadaOntario
Nov 11, 2025
S. E.
Developer
Mobile Phone
Email
CanadaAlberta
Jan 28, 2026
D. C.
Business Development Representative
Mobile Phone
Email
CanadaOntario
Apr 24, 2025
D. O.
Plan Pro
Mobile Phone
Email
CanadaOntario
Feb 02, 2024
G. G. P. C.
Coach | Ae North America
Mobile Phone
Email
CanadaOntario
Mar 06, 2025
K. X.
Account Executive
Mobile Phone
Email
United States
Nov 04, 2025
N. J.
Case Study
Mobile Phone
Email
United StatesTennessee
Oct 18, 2024
P. C.
Onboarding Specialist
Mobile Phone
Email
United StatesMontana
Jul 04, 2025

Frequently Asked Questions

What is Planswell known for?

Planswell was founded in 2015 operates in the Financial Services industry. The company's main headquarters is located in Toronto, Ontario Canada. Explore Planswell's company overview page for more information.

What is Planswell's most common email format?

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

How many employees does Planswell have currently?

Planswell has approximately 51 employees as of February 2026. These team members are located across 1 continents, including North America.

Who are Planswell's key employees and leadership?

As of February 2026, Planswell's key employees include:

Ceo: E. A.
Coo: S. W.
Vp Of Revenue: J. M.
Head Of Development: C. S.
Digital Marketing Manager: C. P.

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