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Planyear Raises $12M Seed Round to Transform Benefits Consulting with AI-Native Platform, Led by True Ventures.

PRIVATEOct 15, 2025

Amount Raised

$12 Million

Round Type

Seed

San FranciscoSoftwareArtificial IntelligenceEnterprise SoftwareMachine LearningConsultingSaaS

Investors

True Ventures

Description

Planyear has raised $12 million in seed funding led by True Ventures to accelerate the development of its AI-native BEACON platform. This funding will help automate administrative tasks for benefits consultants, allowing them to focus on strategic client work. Planyear aims to improve efficiency and client experience in the benefits consulting industry. The BEACON platform addresses common operational challenges faced by consultants and frees up valuable time for strategic engagement.

Quick answer

Planyear raised $12 Million in a Seed round, dated October 15, 2025. Investors: True Ventures. Planyear is based in San Francisco, California, United States.

How much did Planyear raise?
Planyear raised $12 Million in a Seed round on October 15, 2025.
Who invested in Planyear?
True Ventures is named as investors in this round.
What does Planyear do?
Planyear is the AI-native platform that gives benefits consultants their time back.
Where is Planyear based and how big is it?
Planyear is based in San Francisco, California, United States. Fundz records about 20 employees.
Who are the decision-makers at Planyear?
Fundz holds 1 contact at Planyear. Names and contact details are shown to Fundz members.

Source: Fundz verified event record.

Who else raised in Enterprise Software and Consulting around the same time

Companies in the same sectors as Planyear that raised within 45 days of this round, from Fundz verified event records.

  • Cursor raised $2.3B (Funding Round) on November 13, 2025.
  • Momentic raised $15M (Series A) on November 24, 2025.
  • Adclear raised $2.8M (Seed) on November 13, 2025.
  • Aily Labs raised $80M (Funding Round) on November 10, 2025.
  • BITE Data Corporation raised $2.5M (Seed) on November 10, 2025.
  • Onfire AI raised $14M (Series A) on October 27, 2025.

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Company Information

Company

Planyear

Location

San Francisco, California, United States

About

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.

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