Planworth careers

Planworth is a B2B SaaS platform that empowers investment advisors with the tools to guide every step of a client's wealth journey.

Planworth was founded by Tarsem and James.

Tarsem previously worked as a High Net Worth Planner at a Big 6 Bank in their investment advice channel. Tarsem also practiced tax and estate law with a leading national law firm.

James is a lawyer with his own practice, and previous to that he worked with a leading national law firm.