# Planful

Planful is a RIA based in Lake Oswego, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Lake Oswego, United States
- **Region:** North America
- **Address:** New York, NY, United States
- **Assets under management:** Undisclosed
- **Website:** planful.com
- **LinkedIn:** https://www.linkedin.com/company/planful-inc

## About

Planful's mission is to be the undisputed champion in Financial Performance Management. They help customers achieve peak performance, driving prosperity for their shareholders, employees, and the communities they impact. Their products help Finance and Accounting plan, close, and report with speed and accuracy, and help HR, Marketing, and others across the business thrive. Planful delivers AI-powered close, consolidation, planning, and reporting and is trusted by 1,500+ companies.

## Sectors

- Enterprise Software
- FinTech
- AI/ML

## Offices

- Redwood City
- Chicago
- San Francisco

## People

- Grant Halloran — CEO
- David Warburton — CFO
- Mike Sweeney — Chief Revenue Officer

## 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.

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- [Finalsite](https://altss.com/profile/finalsite)
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Last updated: 2026-08-11T15:07:49.000Z

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