Culture
Open gates, high standards, and work we put our names on.
PlanTools is a remote-first team that writes and runs its own software. Information is shared by default, ownership is personal, and improvements ship every week. Seven values hold it together.
Atmosphere
What it is like to work here.
A team spread across two continents that works in writing, trusts each other with real work, and keeps the people it serves close.
Open by default
Goals, context, and decisions are written down where the whole team can read them. No one has to guess what is happening, or why.
Remote-first, in writing
The team works from Italy, France, Germany, Illinois, and California. Work happens asynchronously, with a short daily overlap for anything that needs a conversation.
Trust over oversight
People are hired to own meaningful work and trusted to do it. Leadership sets the direction and avoids micromanagement, so the team can focus on the work.
Fast, and careful
Improvements ship every week. Small releases are easier to check, easier to explain, and reach advisors sooner.
Close to the people we serve
Much of the platform started as a request from an advisor working a real plan. The people who build PlanTools hear directly from the people who use it.
Room for a life
A 32-hour, four-day week, dedicated hours for exercise and volunteering, and an annual retreat where the whole team meets in person.
Our values
Seven values we hold each other to.
They shape how we decide, how we treat each other, and what we expect of the work. They apply to everyone, from the founders to the newest hire.
Be Chivalrous
Honor, respect, and protect each other and the people we serve.
Be Merlin
Be the change. See further, speak the truth, and move the company forward.
Open the Gates
Default to transparency. Share information, context, and intent freely.
Celebrate Daily
Little wins happen every day. Notice them and mark them.
Own the Field
Your name is on the work. Take full ownership and deliver at a high standard.
Ship at Siege Speed
We ship faster than anyone else. Weekly is normal, daily is welcome. Speed is a competitive advantage we protect.
Above and Beyond
Customer excellence is the standard, not the stretch goal.
One standard, two companies
PlanTools shares these values with Catapult HQ, its sister company under the same ownership. The products differ. The standard does not.
In practice
Where advisors see them.
Values are easy to write down. These are the places they show up in the service advisors receive.
Open the Gates
Our service levels are published, and the Status Page shows the platform’s live status to anyone who looks.
Own the Field
PlanTools writes and runs its own code. The scorecard, the policy documents, and the vault are built in house, not licensed from a vendor and re-labeled.
Ship at Siege Speed
Small improvements reach advisors continuously instead of waiting for one large release, and every change is announced where advisors already look.
Above and Beyond
Support available 24/7. A request is not closed when it is answered. It is closed when the advisor hears what came of it.
Want to work this way?
See open roles and how hiring works, or write to us. It reaches the people who build PlanTools.