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Planyear Raises $12M Seed Round to Transform Benefits Consulting with AI-Native Platform, Led by True Ventures.

PRIVATEOct 15, 2025•8 months ago

Amount Raised

$12 Million

Round Type

seed

IrvineSoftwareArtificial IntelligenceSaasEnterprise SoftwareMachine LearningConsulting

Investors

True Ventures

Description

Planyear has raised $12 million in seed funding led by True Ventures to accelerate the development of its AI-native BEACON platform. This funding will help automate administrative tasks for benefits consultants, allowing them to focus on strategic client work. Planyear aims to improve efficiency and client experience in the benefits consulting industry. The BEACON platform addresses common operational challenges faced by consultants and frees up valuable time for strategic engagement.

Company Information

Company

Planyear

Location

Irvine, California, United States

About

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 experiences that today's employers and employees expect. Planyear transforms how benefits consultants work, strengthening relationships while driving growth.

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ML-powered predictions for Planyear's next move

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Funding Insights

Based on industry data
VC-backed spending patterns
VC-backed companies spend 89% more on sales and 100% more on marketing than bootstrapped peers
Tech investment trends
83% of B2B companies plan digital investments, with 79% prioritizing customer experience tech

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 200,000+ companies.

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