PlannerPal Raises £4.3M in Funding

PlannerPal, a London, UK-based provider of an AI workflow platform for financial advice and wealth management firms, has raised £4.3M in funding.

Investors

The round was led by Mercia Ventures, with participation from existing investor Ada Ventures, alongside strategic fintech investors and angels.

PlannerPal Use of Funds

The company intends to use the capital to expand its engineering and product teams, support customer rollout, and accelerate the development of its client intelligence capabilities.

About PlannerPal

Founded to serve the financial services industry, PlannerPal is led by CEO Mark Whitcroft. The company provides an AI workflow platform that connects client conversations, documents, and CRM data to automate administrative tasks, capture meetings, produce documentation, and update core systems.

Funding Details

Company Website: https://plannerpal.co.uk

Company: PlannerPal
Raised: £4.3M
Funding Date: October 7, 2026
Lead Investor: Mercia Ventures
Additional Investors: Ada Ventures
Software Category: Fintech
Source: https://www.finsmes.com/2026/10/plannerpal-raises-4-3m-in-funding.html