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Cherie Wang
Top 100 Women in Tech | Founder at Planner Bee | ChFC | CLU | Lifetime MDRT Member
Cherie Wang is the co-founder and Chief Executive Officer of Planner Bee, a Singapore-based insurtech startup that aims to simplify and automate financial planning for the masses.13 She founded the company in 2019 along with her younger brother, Kenneth Wang, and launched their mobile app and website in 2020.1
Background and Experience
Cherie began her career as a financial advisor in 2010 and achieved a position in the top 5% of her cohort.3 With 13 years of experience in the financial industry, she leveraged her network and expertise to create Planner Bee.1
Planner Bee's Mission and Growth
The company's primary focus is on long-term insurance planning, helping people secure Life and Health Insurance, Term Insurance, and Maternity Plans.1 Cherie and her team have developed an omnichannel approach to make financial planning less intimidating and more accessible to users.1
Some key achievements of Planner Bee under Cherie's leadership include:
- Reaching 10,000 users in the first 7 months of operation2
- Achieving a 40% month-on-month growth since 20221
- Launching during the pandemic and successfully adapting to the changing market conditions1
Approach to Business
Cherie emphasizes the importance of user feedback and market research in shaping Planner Bee's offerings.1 The company focuses on:
- Providing independent and neutral financial advice
- Offering a free platform, generating revenue through referral fees from partnering financial providers
- Producing original content on their blog to educate users about financial planning and insurance
Personal Details
Cherie Wang's LinkedIn username is cherie-wang.2 She is passionate about raising financial literacy and has been featured in various fintech events and publications.45 Cherie is also known for her approach to business success, emphasizing the importance of doing less to achieve more.6