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Planyear

San Francisco, California, United States · Artificial Intelligence, Consulting, Enterprise Software · 20 employees

Planyear is the AI-native platform that gives benefits consultants their time back. Born from a brokerage and built by benefits professionals, our BEACON platform automates the manual tasks that steal time from strategic work—from document processing to renewal workflows. We combine deep industry knowledge with AI innovation, empowering consultants to advise with confidence and deliver modern expe

Funding history

  • Series seed — $12.0M — Oct 2025

Recent signals

  • Oct 15, 2025: Raised $12.0M in Series seed

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