Happy Thanksgiving, Plannery Family 🦃🍽🍁 We’re grateful for the best team reshaping the financial system around the nurses, allied health professionals and all 18M US healthcare professionals who drive us forward each day. From our first partners, like SUNY Downstate Health Sciences University, Phoebe Putney Health System, and the Delaware Nurses Association, to our most recent ones, like Nursing Economic$ and UNC Health; To our first investors, like Lee Hower + NextView Ventures and Ross Fubini + XYZ Venture Capital; To our (growing!) team, including Andrew, Daniel, Francisco, John, Juan, Kavi, Krishnan, Lauren, Maya and Sujay; To our incredible advisors, including David H Berger, MD, MHCM, Karen B Seagraves, PhD, MPH, NEA-BC, and John Danaher; And our champions, like Danyel Germain DNP, RN, CHSE, Donna Nickitas PhD, RN, NEA-BC,CNE, FAAN, and Rhonda Anderson, Thank you for ushering in the next wave of financial innovation for healthcare.
Plannery
Financial Services
San Mateo, CA 1,284 followers
Improving financial outcomes for our 22 million healthcare professionals
About us
Plannery is a financial wellness platform that supports healthcare professionals' financial journeys from eliminating debt to building wealth. Our vision is a world where no healthcare professional has to worry about their finances and can instead focus on taking care of patients. Plannery works with healthcare organizations to offer our products as an employee benefit to help them with recruitment and retention, and to build a strong, loyal and productive workforce.
- Website
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https://planneryapp.com
External link for Plannery
- Industry
- Financial Services
- Company size
- 2-10 employees
- Headquarters
- San Mateo, CA
- Type
- Privately Held
Locations
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Primary
San Mateo, CA 94402, US
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New York, NY 10014, US
Employees at Plannery
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Krishnan Gopalakrishnan
Co-founder & CEO @ Plannery | Improving employee retention at hospitals
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John Danaher
CEO, AMO
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Kavi Vyas
Chief Commercial Officer for early stage healthcare technology startups
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Lauren Elaine Coleman
I specialize in Financial Product Design and Fine Art Nature Photography.
Updates
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Financial Wellness isn't 'one-size fits all' – that's why we've spent years creating customized financial solutions to empower every nurse in the nation. Hear about the problem we're tackling in our new 🎧 Nursing Economic$ podcast 🎧 featuring renowned nurse-executives Rhonda Anderson and Danyel Germain DNP, RN, CHSE, alongside the first CEO to sponsor Plannery to recruit and retain SUNY Downstate Health Sciences University nurses, David H Berger, MD, MHCM, in conversation with our CEO, Krishnan Gopalakrishnan! 🫶 Caring for those who care for others 🫶
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Plannery reposted this
Never would I have expected to become something of a 'thought leader' in the field of nurse-financing. But after almost two years of care and ruthless persistence at Plannery, I'm thrilled to share that I've been published in Nursing Economic$, a leading journal for Healthcare Leaders. Check out my Editorial alongside co-author Donna Nickitas👇 - let's make the Business Case for Nursing, to quote the late, great Connie Curran! Great investors often state that opportunity rests between areas of expertise – Plannery affirms this thesis, as each day, we serve the #nursing and #healthcare communities through financial innovation. Stay tuned, there's much to come! 🧑⚕️🏥👩⚕️
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If you know Plannery, you know we're here to support financial wellness for nurses. We're joining forces with nurse leaders from Delaware Nurses Association to demystify student loans, reduce monthly payments, and maximize student loan savings tomorrow Friday, 10/25 at 2 PM. Register for our Student Loan Webinar at: https://zurl.co/jQ2w Many thanks to Christopher Otto, Stephanie McClellan and the entire Delaware Nurses Association for making this possible!
Welcome! You are invited to join a webinar: DNA Student Loan Webinar. After registering, you will receive a confirmation email about joining the webinar.
us02web.zoom.us
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We're #hiring a Compliance Lead in NYC or SF to help us transform personal finance for the 18M U.S. healthcare professionals by automating debt repayment, expense management, and wealth-building. Have any recommendations?
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Plannery was born to reduce financial stress for healthcare professionals – each day, we build toward that goal. Read about new changes to student loan repayment👇 and see how we're maximizing savings for clinicians at https://lnkd.in/eyhXaW5K
Demystifying Student Loans - Plannery - Automate Your Finances and Build Wealth
planneryapp.com
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Stephanie McClellan is a true champion: She uplifts her fellow nurses and her patients, fights for her state of Delaware and wants what's best for our nursing workforce. We're grateful to have her in our corner – hear why Stephanie and the Delaware Nurses Association partnered with Plannery👇 “As a nurse executive, I’ve seen firsthand how financial stress can affect the well-being of our team. That’s why we’ve partnered with Plannery, a financial wellness tool tailored to the unique needs of nurses. Plannery provides peace of mind through personalized financial plans that remove the uncertainty of managing finances. It empowers our nursing workforce with a clear roadmap to financial freedom, so they can focus on what they do best — caring for patients.”
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Plannery was founded to deliver care our healthcare workforce – we're proud to count Christopher Otto and Delaware Nurses Association as partners and champions of our movement for financial wellness. Delaware Nurses can join the fun at http://planneryapp.com/dna and hear from Chris👇 "Our organization exists to strengthen, grow and advocate on behalf of all nurses across the state of Delaware. We view financial health as a key component of personal and professional well-being. When one aspect of our health is off, we are not at our best. There’s a clear and complete need to strengthen the financial well-being within our community - this is why we’re on team Plannery." - Christopher Otto, BSN, RN, MBA - Executive Director of Delaware Nurses Association
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Plannery is personal for our nursing workforce – stay tuned for our Nursing Economic$ podcast to learn why the time is now for financial wellness and how healthcare executives can take action. Many thanks to our host, distinguished nurse executive and 2024 Lifetime Achievement Award Winner, Rhonda Anderson, and panelists including Danyel Germain (VP of Elsevier), David H Berger, (CEO of SUNY Downstate Health Sciences University) and Krishnan Gopalakrishnan (CEO of Plannery), and to Donna Nickitas for her help in bringing this to life!