Planswell

Item: Planswell
Rating: 3.4
Author: Anonymous

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Profile Highlights

High Score for Culture and Leadership

Planswell is in the 88th percentile for Culture and Leadership

Performance Category Ratings

See how employees rated Planswell in RepVue’s key performance categories.

Category Score

Industry Percentile

Industry Rank

Culture and Leadership

4.0

88th%of Finance orgs

# 38of 340 Finance orgs

Base Compensation

2.5

12th%of Finance orgs

# 300of 340 Finance orgs

Incentive Compensation Structure

3.4

60th%of Finance orgs

# 133of 340 Finance orgs

Product - Market Fit

3.9

66th%of Finance orgs

# 113of 340 Finance orgs

Professional Development and Training

2.9

43rd%of Finance orgs

# 194of 340 Finance orgs

Inbound Lead / Opportunity Flow

2.4

29th%of Finance orgs

# 244of 340 Finance orgs

Diversity and Inclusion

4.3

82nd%of Finance orgs

# 58of 340 Finance orgs

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About Planswell

Greater Toronto Area

Almost everyone will experience a lifestyle decline in the future because good financial planning has always been reserved for the wealthiest of the wealthy. We've created hundreds of...More

Percent that Attain Quota?

of team members typically hit their quota

Finance Industry Average

48%

Global Average

43%

Quota Attainment at Planswell

No Salary Insights yet

We don't have insights yet because Planswell employees have not submitted enough data for each job role. Rate this company to add your own salary data!

Salaries at Planswell

Reviews

Former Employee

1.7

Mar 4, 2025

High quota. High churn of customers and employees. Nonstop meetings that don’t contribute much. Product that is deceiving to consumers. Force fed a script that makes the product sound waaaaaay better than it is. Never knowing if your job is safe regardless of performance. Low base salary for the industry when you’re doing full cycle sales.

Useful

Former Employee

2.7

Nov 14, 2023

High churn, high stakes startup. Tumultuous leadership, and inconsistent goals/targets. Target-on-your-back environment

1 Useful

View All Reviews

Reviews at Planswell

Employee Ratings

Total Employee Ratings

Total Ratings

Ratings Verified by RepVue

Verified Ratings

83%

Job Categories

Account Executive

87%

Other

13%

Employee Status

Ratings submitted by current employees

43%

Ratings submitted by former employees

57%

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Frequently Asked Questions

Planswell has an overall employee rating of 3.4 out of 5 and a RepVue score of 79.06. They are ranked #153 out of all Finance organizations.

Currently it is reported that 34.1% of the reps at Planswell are hitting quota.

Planswell has a rating of 4.0 out of 5 for culture and leadership. They are ranked #584 in this category out of 5518 companies.

Planswell has a rating of 3.9 out of 5 for Product - Market Fit and is ranked #113 out of 340 Finance companies.