COMPANY PROFILE

Planyear

Explore full profile

AI-driven solutions for benefits consultants to streamline client interactions and optimize contribution strategies

Irvine, United StatesFounded 2022Other B2B Software

Valuation $50–100M Last recorded · 2025

Headcount <100 Current team size

Total funding $10–50M Disclosed equity funding

Unlock exact values

About Planyear

PlanYear offers a comprehensive AI-powered platform tailored for benefits consultants, employers, and employees in the modern workplace. The company focuses on enhancing the efficiency of benefits management by automating tasks such as drafting responses to client questions, writing RFPs, and calculating contribution strategies. By leveraging artificial intelligence, PlanYear enables its clients to grow their book of business while reducing operating costs. The platform serves a diverse clientele, including benefits consultants and employers, providing them with tools to deepen client relationships and streamline operations. PlanYear operates in the employee benefits market, utilizing a business model that likely involves subscription fees or service charges for access to its AI-driven solutions. The company's revenue generation is centered around offering value-added services that enhance the productivity and effectiveness of benefits management processes.

MoreLess Source: Dealroom company data

At a glance

Status: Operational
Founded: 2022
Headquarters: Irvine, United States
Employees: 19
Open positions: None listed
Dealroom signal: 70.4/100
Industry: Enterprise Software
Sector: Other B2B Software, Workforce Management, Employee Benefits
Business model: SaaS
Client focus: b2b
Links: Website LinkedIn

Knowledge graph

Founder mafia, market maps, research and news connected to this company by Dealroom

Funding history

1 recorded event

Company financing events and reported valuations.

Deal type	Date	Amount	Valuation	Investors	Source
SEED✓Equity / VC	Oct 2025	$12M	$48M	True Ventures	↗

Showing the latest 1 of 1 recorded eventsBook a demo for the full funding history →

Growth signals

Planyear website traffic

Latest recorded traffic for Planyear is 2.6K monthly website visits, down 7.1% over the last three months. Planyear's team declined 5% over the past year.

Latest monthly visits2.6K 3-month web change-7.1% 1-year team growth-5%

Monthly website visitsOct 2025–Jul 2026

Explore monthly traffic historyTrack growth over time and compare with peersBook a demo

Summary metrics are public; monthly history is available with a demoCompare with peers →

Similar companies

Closest operating peers by Dealroom taxonomy

Company identity and context are open; selected comparison metrics preview what is available on the platform.

Company	Headquarters	Status	Employees	Total funding	Valuation
AMAttend MitraAutomated attendance, shift, and payroll management platform.	—	Operational	—	—	—
MAMarQ.Workforce time tracking and HR management software.	Curitiba, Brazil	Operational
HCHorizons Wellness & ConsultingAI-powered employee wellness and engagement analytics platform.	Edmonton, Canada	Operational
TITitan InsightsOther B2B Software	Toronto, Canada	Operational
STStackdEmployee engagement analytics through targeted micro-surveys	—	Operational
TATalkPulseEmployee engagement and communication software platform	—	Operational
CIC2IQ IncHuman risk intelligence platform for organizational change	—	Operational
OTOXHRM – Attendance, Monitoring & Team Communication ToolHR platform for attendance, productivity, and communication	Jaipur, India	Operational