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Planyear Banks $12M Seed Round

2025-10-15
SAN FRANCISCO, MA, Planyear, the AI-native platform transforming how benefits consultants work, announced it has raised $12 million in seed funding led by True Ventures.
The round will accelerate development of Planyear's BEACON platform, which automates administrative tasks that consume up to 70% of consultants' time, freeing them to focus on strategic guidance and client relationships.
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