Planet Wealth Boosts SaaS Capabilities with CrowdEngine Acquisition

Planet Wealth recently completed the acquisition of CrowdEngine—a top provider of white label, customizable capital raising software—further enhancing the company’s Software as a Service (SaaS) offering in its ongoing mission to close the wealth gap. This is a major step forward that delivers real value for Planet Wealth, allowing members to launch their own branded online offerings with a sophisticated investor portal quickly and affordably.

CrowdEngine’s proprietary Compliance Engine® technology enables clients to launch their own funding websites that support all offering types in the U.S. including Reg. D, Reg. S, Reg. A+, Reg. CF, and most new intrastate regulations. Planet Wealth members can use their own web domain and branding, integrate with popular Customer Relationship Management (CRM) providers like Salesforce, HubSpot and GoHighLevel, and customize reporting dashboards that can accommodate thousands of potential investors. 

CrowdEngine is an ideal complement to existing Planet Wealth platform capabilities. Once users engage with the Wealth Builder System and potentially choose a DealRocket that appeals to them, CrowdEngine helps manage large volumes of investor-specific documents online with ease, provides increased investor security with a built-in compliance engine, and allows for straightforward marketing integration. 

Users can also automate recurring tasks and processes online to save time and money, increase efficiency, and streamline workflows. By adding this user-friendly solution, Planet Wealth has the ability to effectively cover every aspect of members’ investment journey, from deal evaluation and selection through offering compliance and investor updates. 

This acquisition makes Planet Wealth one of the few sources of technology approved for the operation of crowdfunding portals and will significantly strengthen Planet Wealth’s market positioning in the peer-to-peer funding industry in the U.S. CrowdEngine technology is a true differentiator for Planet Wealth, significantly expanding the company’s robust suite of services as it continues its crusade to close the wealth gap. 

Lance Woodson 

Co-Founder and CEO