Planyear
San Francisco, California, United States · Artificial Intelligence, Consulting, Enterprise Software
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
Key facts
- Headquarters
- San Francisco, California, United States
- Employees
- 20
- Industries
- Artificial Intelligence, Consulting, Enterprise Software
- Status
- Private
- Website
- planyear.ai
- Company page
Recent activity at Planyear
Planyear funding history
| Date | Round | Amount |
|---|---|---|
| Oct 2025 | Seed | $12.0M |
Leadership
- Senthil Nagarajan, Founder
- Tariq Hilaly, Chief Executive Officer
Verified email and direct lines for Planyear’s decision-makers are on Fundz. See plans
Employee benefit plans
Planyear files 3 employee benefit plans with the U.S. Department of Labor, including a retirement plan. The next plan year renews in Dec 2026.
Planyear in the news
- Start the semester with one year of Gemini, on us - blog.google (Aug 19, 2026)
- Digital and Technologies Sector Plan: Year One Update - GOV.UK (Jun 10, 2026)
- CMS gives Medicare Advantage rates a 2.48% bump for 2027 plan year in final rule - Fierce Healthcare (Apr 06, 2026)
- Treasury: School Employees Health Benefits Plan Midyear Projections Indicate Likely Double Digit Premium Rate Increases for Plan Year 2027 - Insider NJ (Mar 24, 2026)
- AI Opportunities Action Plan: One Year On - GOV.UK (Jan 29, 2026)
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About Planyear: questions and answers
What does Planyear do?
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
Where is Planyear headquartered?
Planyear is headquartered in San Francisco, California, United States.
How many employees does Planyear have?
Planyear has about 20 employees.
Has Planyear raised funding?
Yes. Fundz has recorded 1 funding event for Planyear. The most recent, Seed of $12.0M, was in Oct 2025.
Who leads Planyear?
Senthil Nagarajan is a Founder at Planyear.
What is the latest news on Planyear?
On Oct 15, 2025, Planyear Raises $12M Seed Round to Transform Benefits Consulting with AI-Native Platform, Led by True Ventures.
Source: Fundz records from SEC filings, press releases and company announcements. How Fundz measures data accuracy