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Planswell
Actively Hiring
Build a plan for investing, insurance, and mortgages, for free, in three minutes11-50 Employees
  • B2C
  • Growth Stage
    Expanding market presence
Website
Location
Company size
11-50 people
Company type
Startup
Markets
Financial ServicesWealth ManagementFin TechFinancial Technology
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People at Planswell

Founders
Scott Wetton
COO • 8 yearsToronto
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Passionate leader, Engineer at heart
Background
Eric Arnold
CEOToronto
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Co-Founder and CEO of @Planswell
Background
  • Weekly Indie

    Founder

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  • Hypnotic Dose

    Founder

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  • Qrate Search

    Founder

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Team
Amanda Hodges
Employee
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Danielle Johnson
Sales Manager • 4 yearsSan Mateo
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Via
Sales Professional. Experience with Customer Relationship Management, Sales, Account Management. Went to San Diego State University
Chase Bernier
Account Executive • 4 yearsVancouver
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Via
Outbound AE - SaaS & Services. Experience in SMB, Mid-Market and Enterprise.
Javairia Asif
People Operations Lead
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Jen Mastrud
Employee
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Shaun Esau
EmployeeEdmonton
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Via
Alanna Boyd
Sr. Account Executive • 7 yearsToronto
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Via
Worked at Planswell, CIBC, and CI Financial. Experienced in the full sales cycle, Project Management, and Marketing Consulting.
Andrew Cosby
Sr. Account ExecutiveToronto
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Throughout my career, I have demonstrated my ability to communicate at all levels internally and externally, and am willing to take initiative when necessary.
Ashley Ghobrial
Senior Financial Advisor ConsultantToronto
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Lukasz Merdzik
Head of SalesToronto
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Abdullah Hussain
Product ManagerToronto
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Product Manager at Planswell
Craig Savolainen
EmployeeToronto
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Former team
Tanya Vuia
Manager
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Via
Ryan Kim
Account Executive • 1 year
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Via
Michael Aworoghene
Software Engineer • 1 year
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Via
Thiago De Oliveira
International Growth Manager • 1 year
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Via
Kristina Kozyarevskaya
Executive Assistant • 2 years
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Natalie Ronson
Web Developer • 1 year
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