What is PlanYear?
PlanYear is an AI-native platform designed to streamline operations for benefits consultants, automating manual tasks such as document processing and renewal workflows. Developed by professionals with deep industry knowledge, the company's BEACON platform aims to free up consultants' time for strategic advisory work. By merging extensive industry expertise with cutting-edge AI innovation, PlanYear empowers consultants to deliver enhanced client experiences and drive business growth, addressing the evolving demands of employers and employees.
How much funding has PlanYear raised?
PlanYear has raised a total of $12M across 1 funding round:
Seed
$12M
Seed (2025): $12M with participation from True Ventures
Key Investors in PlanYear
True Ventures
True Ventures is a founder-first venture capital firm that partners with creative teams at the earliest stages, providing capital, guidance, and a strong community to help build enduring technology and artificial intelligence driven companies.
What's next for PlanYear?
The recent major strategic investment signals a pivotal growth phase for PlanYear. This capital infusion is expected to accelerate product development, expand market reach, and further enhance the AI capabilities of the BEACON platform. The company is well-positioned to solidify its leadership in transforming how benefits consultants operate, fostering stronger client relationships and driving scalable expansion within the employee benefits technology landscape.
See full PlanYear company page
