PlannerPal raises £4.3m seed for financial advice workflows
Mercia Ventures leads the round, with Ada Ventures returning to back client intelligence and customer rollout.
PlannerPal has raised £4.3 million in seed financing, announced on 7 October 2026. Mercia Ventures led the round, joined by existing investor Ada Ventures and other fintech investors and angels.
The company connects client conversations, documents and CRM data for financial advice and wealth management firms. Its software captures meetings, produces documentation and updates advisers’ existing systems, with integrations including Iress Xplan, Intelliflo and Plannr.
The capital will grow engineering and product teams, support customer deployments and accelerate client intelligence development. PlannerPal serves more than 250 UK advice firms and has expanded into mortgage advice with Charles Cameron as a customer.