Dynamic Planner
Financial Services • 
Reading, England, United Kingdom • 101-200 Employees
Company overview
| Headquarters | Fora Space, Thames Tower, Station Road, Reading, Berkshire RG1 1LX, GB |
| Phone number | +443336000500 |
| Website | |
| NAICS | 52 |
| Keywords | Saas, Investment Planning, Software, Investment Research, Fintech, Portfolio Review, Asset Managers, Financial Planning Software, Risk Profiling, Cashflow Planning, Ifas, Financial Planning Tools, Fund Risk Profiling, Risk Target Managed, Financial Advisor Software, Risk Profiled Investments, Risk Profiling Software |
| Founded | 2003 |
| Employees | 101-200 |
| Socials |
Dynamic Planner Email Formats
Dynamic Planner uses 3 email formats. The most common is {first name}{last name} (e.g., johndoe@dynamicplanner.com), used 69.2% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}{last name} | johndoe@dynamicplanner.com | 69.2% |
{first initial}.{last name} | j.doe@dynamicplanner.com | 15.4% |
{first initial}{last name} | jdoe@dynamicplanner.com | 15.4% |
About Dynamic Planner
Dynamic Planner have a clear purpose: helping financial advice firms match people with suitable investments solutions. Since we were founded in 2003, we’ve married tech with asset risk modelling to enable that ambition. Our Client Profiling module sets the industry standard, supporting over 2 million UK investors. As the UK’s market leading digital financial planning and advice platform, advisers use us to gain information about their clients, to calculate their appetite for risk, to analyse their financial situation, to match them with suitable investment opportunities and enable them to fund the life they want. Coupled with Investment Services to help asset managers design, profile and target investment solutions we have a completeness of offering which sets us apart. We are engaged and passionate about designing and delivering great products, services and experiences for clients and colleagues. With multiple platform and customer awards we are proud to add the 2024 PIMFA Diversity and Inclusion award which recognises our inclusive culture, one which enables talent to be recognised and promoted, and allowing people to bring their whole selves to work.
Dynamic Planner revenue & valuation
| Annual revenue | $11,800,000 |
| Revenue per employee | $68,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $37,800,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 101-200
Seniority
Employees
Employees by Department
Dynamic Planner has 102 employees across 15 departments.
Departments
Number of employees
Funding Data
Dynamic Planner has never raised funding before.
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Key Contact at Dynamic Planner
4.8
40,000 users
