Planful, Inc.
Provides AI-powered financial planning, reporting, and consolidation tools for businesses.
Subprocessors (11)
Processed Jul 23, 2026 · source disclosure ↗
| vendor | purpose | evidence |
|---|---|---|
| Amazon Web Services Northern Virginia, Oregon, London, Dublin, Sydney, United States, United Kingdom, Ireland, Australia | Hosting of Financial Planning Services | “AWS Inc. (UK, Ireland) Hosting of Financial Planning Services Northern Virginia Oregon London Dublin Sydney United States United States United Kingdom Ireland Australia” source |
| ChurnZero Northern Virginia, US | Customer Success Management for Marketing Planning Services | “ChurnZero Customer Success Management for Marketing Planning Services Northern Virginia US” source |
| Digital Realty Hosting (US Data only) Northern California, United States | Hosting of Financial Planning Services | “Digital Realty Hosting (US Data only) of Financial Planning Services Northern California United States” source |
| Gainsight Redwood City CA, Hyderabad, US, India | Product Usage Analytics and in product engagement | “Gainsight Product Usage Analytics and in product engagement Redwood City CA /Hyderabad US, India” source |
| HubSpot CRM Northern Virginia, US | Cloud Services for Marketing Planning Services | “HubSpot CRM Cloud Services for Marketing Planning Services Northern Virginia US” source |
| Microsoft Azure Melbourne, Australia | Hosting of Financial Planning Services | “Microsoft Azure Hosting of Financial Planning Services Melbourne Australia” source |
| NetSuite Data Management Redwood City, CA, Hyderabad, US, India | Data Management | “NetSuite Data Management (only applicable when Client purchases the integration) Redwood City, CA /Hyderabad US, India” source |
| Pendo Redwood City, CA, Hyderabad, US, India | In product communications and survey for Financial Planning Services | “Pendo.io Inc. In product communications and survey for Financial Planning Services Redwood City, CA /Hyderabad US, India” source |
| Salesforce Redwood City, CA, Hyderabad, US, India | Support Ticketing | “Salesforce Support Ticketing Redwood City, CA /Hyderabad US, India” source |
| Trend Micro Northern Virginia, US | Cloud Security for Marketing Planning Services | “Trend Micro Cloud Security for Marketing Planning Services Northern Virginia US” source |
| Waverley Software Europe, Ukraine, Poland, Austria, Spain | Software development services | “Waverley Software Software development services Europe Ukraine Poland Austria Spain” source |
- Amazon Web ServicesNorthern Virginia, Oregon, London, Dublin, Sydney, United States, United Kingdom, Ireland, Australia
Hosting of Financial Planning Services
“AWS Inc. (UK, Ireland) Hosting of Financial Planning Services Northern Virginia Oregon London Dublin Sydney United States United States United Kingdom Ireland Australia” source
- ChurnZeroNorthern Virginia, US
Customer Success Management for Marketing Planning Services
“ChurnZero Customer Success Management for Marketing Planning Services Northern Virginia US” source
- Digital Realty Hosting (US Data only)Northern California, United States
Hosting of Financial Planning Services
“Digital Realty Hosting (US Data only) of Financial Planning Services Northern California United States” source
- GainsightRedwood City CA, Hyderabad, US, India
Product Usage Analytics and in product engagement
“Gainsight Product Usage Analytics and in product engagement Redwood City CA /Hyderabad US, India” source
- HubSpot CRMNorthern Virginia, US
Cloud Services for Marketing Planning Services
“HubSpot CRM Cloud Services for Marketing Planning Services Northern Virginia US” source
- Microsoft AzureMelbourne, Australia
Hosting of Financial Planning Services
“Microsoft Azure Hosting of Financial Planning Services Melbourne Australia” source
- NetSuite Data ManagementRedwood City, CA, Hyderabad, US, India
Data Management
“NetSuite Data Management (only applicable when Client purchases the integration) Redwood City, CA /Hyderabad US, India” source
- PendoRedwood City, CA, Hyderabad, US, India
In product communications and survey for Financial Planning Services
“Pendo.io Inc. In product communications and survey for Financial Planning Services Redwood City, CA /Hyderabad US, India” source
- SalesforceRedwood City, CA, Hyderabad, US, India
Support Ticketing
“Salesforce Support Ticketing Redwood City, CA /Hyderabad US, India” source
- Trend MicroNorthern Virginia, US
Cloud Security for Marketing Planning Services
“Trend Micro Cloud Security for Marketing Planning Services Northern Virginia US” source
- Waverley SoftwareEurope, Ukraine, Poland, Austria, Spain
Software development services
“Waverley Software Software development services Europe Ukraine Poland Austria Spain” source