Planyear is the AI-native platform that gives benefits consultants their time back. Born from a brokerage and built by benefits professionals, our BEACON platform automates the manual tasks that steal time from strategic work-from document processing to renewal workflows. We combine deep industry knowledge with AI innovation, empowering consultants to advise with confidence and deliver modern experiences that today's employers and employees expect. Planyear transforms how benefits consultants work, strengthening relationships while driving growth.
| Date | Amount | Type | Investors | Valuation |
|---|---|---|---|---|
| 10/15/25 | $12,000,000 | Seed |
True Ventures | undisclosed |
