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Planful
Planful is a cloud FP&A platform led by Grant Halloran, serving over 800 enterprises with budgeting, forecasting, and AI-driven financial automation.
Planful
Planful was founded in 2014 under the name Host Analytics, later rebranding to Planful. Grant Halloran was named CEO in 2020, succeeding co-founder Dave Kellogg. The company provides cloud FP&A software used by finance teams to streamline budgeting, forecasting, and reporting. The platform covers financial consolidation, planning, and analytics. Served sectors include enterprise software, professional services, and manufacturing. Planful integrates with ERP and CRM systems. It has developed AI-driven capabilities for predictive modeling and variance analysis that automate routine finance workflows. The company competes primarily with Anaplan and Oracle's EPM suite. Planful has offices in New York, Redwood City, Chicago, and San Francisco. Its total venture funding reached approximately $200M from investors including ORIX Capital, Salesforce Ventures, and Sapphire Ventures. The company has not disclosed an IPO timeline. David Warburton serves as CFO, Mike Sweeney as CRO. Planful operates as a standalone cloud platform with no single-family-office parent. Its structure as a pure-play FP&A vendor gives it focus on finance department workflows rather than broader ERP solutions. The company’s product roadmaps emphasize usability and automation over ecosystem lock-in.
General information
Firm type
RIA
Year founded
—
AUM
Undisclosed
Location
Region
North America
Country
United States
City
New York
Corporate office
New York, NY, United States
Additional offices
Redwood City · Chicago · San Francisco
Principals
Grant Halloran
CEO
David Warburton
CFO
Mike Sweeney
Chief Revenue Officer
Sector focus
Frequently asked questions
Who runs Planful?
Grant Halloran serves as CEO of Planful, joining in 2020. David Warburton is CFO, and Mike Sweeney is Chief Revenue Officer. The company was founded under the name Host Analytics in 2014.
Does Planful have venture capital backing?
Yes. Public records show Planful raised roughly $200M in venture funding. Investors include ORIX Capital, Salesforce Ventures, Sapphire Ventures, and other VC firms. The company has not disclosed a valuation.
What investment stages does Planful target?
Planful does not invest capital — it is a software company, not an asset manager. Its product targets finance teams at enterprises of all sizes.
What sectors does Planful serve?
Planful's platform serves enterprises across software, professional services, manufacturing, and other industries. Its core use case is financial planning and analysis.
How is Planful related to Host Analytics?
Planful was originally named Host Analytics, founded in 2014. The company rebranded to Planful in 2021. The same CEO and management team led through the transition.
Where is Planful headquartered?
Planful has multiple US offices: New York, Redwood City, Chicago, and San Francisco. Its operational HQ is not publicly designated.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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