Empowering financial professionals

to make digital assets & decentralized finance accessible to all investors
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Crossroads '23

April 23rd - 25th, St. Louis
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Meet our CDAAs

Whether you have a team of 2 or 200, our shared team inboxes keep everyone on the same page and in the loop.
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Hear our Stories

An all-in-one customer service platform that helps you balance everything your customers need to be happy.

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See how PlannerDAO and our CDAAs are changing the way financial advice is delivered.
About PlannerDAO

Innovate. Collaborate. Educate

A global community of 1,500+ financial professionals driving the industry forward.

Transparent

Working on-chain and out in the open whenever possible

Decentralized

We use cutting edge Web3 tools to deliver a better member experience
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Permissionless

PlannerDAO is open to any member who is completes our membership process

Professional

We aren't here to buy JPEGs, our members are committed to a freer financial system