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Plano offers financial planning and coaching services to individuals and businesses.
Founded in 2017 and based in Sao Paulo, Plano provides digital financial planning and online or in-person coaching for individuals and businesses. Its services help customers plan savings, investments, and debt repayment. As of 2023, it had served over 10,000 clients with approximately 80,000 consulting hours and over 8,500 customers with active investment plans. It raised venture funding from returning investor Bossanova Investimentos in October 2022.
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