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PlannerPal raises £4.3M in funding led by Mercia Ventures to expand its engineering and product teams and enhance client intelligence capabilities.

PRIVATEOct 07, 2026

Amount Raised

£4.3 Million

Round Type

Venture

Greater LondonSoftwareArtificial IntelligenceSaaS

Investors

Ada VenturesMercia Ventures

Description

PlannerPal, a provider of an AI workflow platform for financial advice and wealth management firms, has raised £4.3M in funding. The round was led by Mercia Ventures with participation from existing investor Ada Ventures and other strategic fintech investors. The company intends to use the funds to support customer rollout and enhance its product development. They currently serve over 250 UK advice firms.

Company Information

Company

PlannerPal

Location

Greater London, England, United Kingdom

About

PlannerPal is a provider of an AI workflow platform tailored for financial advice and wealth management firms. The platform integrates client conversations, documents, and CRM data to automate administrative tasks, capture meetings, produce documentation, and update core systems. They currently support over 250 UK advice firms.

Fundz sees it the moment PlannerPal raises, hires an exec or expands, usually minutes after it happens, and tells you who to reach.

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PlannerPal raised. Fundz records a round at a median of 3.6 minutes from the SEC filing, with the decision-maker attached.

145 of these a day, filtered to the companies you pick, with the decision-maker attached.

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Fundz is a real-time business intelligence platform powered by agentic AI that proactively delivers personalized daily signals, including funding rounds, executive changes, M&A activity, 13F institutional filings, SEC 8-K events, investor activity, and website modifications, based on each user's watchlist and ICP. A trusted data source at firms such as BlackRock, Oracle, Kleiner Perkins, LinkedIn, HubSpot, and Cloudflare, Fundz democratizes the institutional-grade intelligence that previously required a PitchBook or Bloomberg terminal. Features include FundzWatch™ for automated website change detection, Daily Briefing for AI-powered daily briefings, and unified cross-signal alerts across 281,000+ organizations. Developers and data teams can access these signals programmatically via the Fundz Funding Data API, with transparent published pricing.