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Planixs has raised $5.0M across 1 funding round.
Key people at Planixs.
Planixs has raised $5.0M in total across 1 funding round.
Planixs provides Realiti®, a cloud-enabled platform delivering real-time treasury software for financial institutions. It offers comprehensive visibility and control over intraday cash, collateral, and liquidity. The system generates dynamic insights across diverse assets, enabling efficient operations and regulatory compliance in global financial markets.
Neville Roberts established Planixs in 2011, recognizing a critical need for real-time liquidity intelligence within financial institutions. His insight addressed the challenge of managing vast data for immediate oversight. Roberts leveraged significant experience as Enterprise CIO at Best Buy and a senior partner at Accenture, specializing in perceptive technology and retail solutions.
Planixs serves global financial institutions optimizing enterprise-wide liquidity and upholding regulatory standards. The company aims to equip these firms with distinct insights into intraday risks and costs, transforming financial management. Its vision centers on leadership in real-time treasury software, enabling clients to navigate complex, evolving markets and address instant payment demands.
Planixs has raised $5.0M across 1 funding round. Most recently, it raised $5.0M Series U in February 2019.
| Date | Round | Lead Investors | Other Investors | Status |
|---|---|---|---|---|
| Feb 1, 2019 | $5M Series U | — | Business Growth Fund | Announced |
Planixs is a fintech company specializing in real-time treasury software for global financial institutions, offering the Realiti platform to manage intraday cash, collateral, liquidity, compliance, and risk.[1][2][3] It serves banks and firms of all sizes—from majors like Santander, Lloyds Banking Group, NatWest, and Scotiabank—solving post-2008 regulatory challenges around liquidity stability, intraday risks, and funding costs through AI-driven insights, automation, and real-time control.[1][2][3] The platform delivers millions in savings on liquidity buffers, enhances BCBS 248 compliance, and optimizes operations, with recent launches like Realiti RT in July 2025 boosting scalability and resilience for volatile markets.[4][5]
Founded in 2011 in Manchester, England, Planixs has grown into a market leader, powering daily decisions for banks worldwide via cloud-based modules for balance visibility, regulatory reporting, stress testing, cash sweeps, and payment throttling.[1][3][6]
Planixs emerged from the 2008 financial crisis, when regulators spotlighted inadequate intraday liquidity management as a systemic risk, prompting demands for better compliance, stress testing, and buffers.[2][3] In 2011, Neville Roberts, formerly Enterprise CIO at Best Buy, founded the Manchester-based company, assembling a team of banking, treasury, and fintech experts with roots dating to 2008 in intraday liquidity and prior roles at Accenture, PwC, Deloitte, and Best Buy.[1][3]
The idea crystallized around "A Complex Problem + New Tech + An Intelligent Idea = Realiti," leveraging cloud and AI for real-time insights where legacy systems fell short.[3] Early traction built through partnerships and proven savings, evolving into a global presence with offices in London, Singapore, and New York, and consistent leadership against larger fintech rivals over 12+ years.[1][5]
Planixs stands out in treasury tech through:
Planixs rides the real-time finance wave, fueled by post-2008 regulations like BCBS 248 and emerging mandates such as DORA, amid rising volatility, instant payments, and digital complexity.[2][4][5] Timing aligns perfectly: as banks demand 24/7 resilience and AI insights to cut buffers and risks, Planixs provides scalable tools that legacy systems can't match, enabling efficiency in large-value and instant payment schemes.[1][6]
Market forces favor it—regulatory scrutiny on liquidity, cost pressures, and AI adoption—positioning Planixs to influence fintech by setting real-time standards, fostering data-driven treasury, and partnering with giants like Luxoft for broader ecosystem integration.[2][7] Its RegTech inclusion underscores leadership in compliance automation, reshaping how institutions navigate intraday risks.[1]
Planixs is primed for accelerated growth post-Realiti RT, with its Benchmark Lab accelerating AI enhancements for predictive liquidity and advanced analytics.[4][5] Trends like DORA enforcement, instant payments proliferation, and AI-driven risk management will amplify demand, potentially expanding into new verticals like securities settlement.
Its influence may evolve from niche leader to indispensable backbone for global treasury, as banks prioritize real-time over rigid infrastructures—echoing its origin as the intelligent fix to a crisis-born problem, now scaled for tomorrow's markets.[3][5]
Key people at Planixs.
Planixs has raised $5.0M in total across 1 funding round.
Planixs's investors include Business Growth Fund.
