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Dynamic Planner logo — The UK's trusted leader in risk profiling and asset allocati...

Dynamic Planner

The UK's trusted leader in risk profiling and asset allocation, ensuring ongoing investment suitability for clients worldwide.

Founded 2003 51-200 employees Pre-Seed Finance, Financial Services

General Information

Company Name Dynamic Planner
Founded Year 2003
Employees 51-200
Industries Finance, Financial Services
Funding Stage Pre-Seed
Social

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About Dynamic Planner

Dynamic Planner is a prominent figure in the UK's finance and financial services industry, famed for its risk profiling and asset allocation services. With a 15-year track record and a string of accolades, Dynamic Planner has solidified its position as a leader in the market. The company plays a critical role in ensuring investment suitability for clients, both at the outset and over time. Its influence extends across the UK, where it is embraced by numerous advisers and paraplanners within various organizations, ranging from large networks and national firms to regional and local companies, as well as private client management services. Notably, it has also been attracting interest from global firms seeking its expertise. The latest infusion of capital came from a Pre Seed Round investment at 13 July 2022, with FPE Capital serving as the investing entity, signifying confidence in its future prospects.

Taxonomy: risk profiling, asset allocation, investment suitability, financial planning tools, fund risk profiling, cashflow planning, risk profiling software, financial planning software, investment research, investment planning, portfolio review, financial advisor software, IFAs, asset managers

Funding Rounds & Investors (1)

View All
Funding Stage Amount Investors Lead Investors Date
Pre Seed Round Undisclosed 1
FPE Capital
FPE Capital
13 Jul 2022

Dynamic Planner Alternatives & Competitors

View All Alternatives
Dynamic Planner vs
Van der Vegte & Co
Van der Vegte & Co The Netherlands

Van der Vegte & Co is a strategic affairs, advisory and capital firm.

2 employees
Finance, Financial Services
Dynamic Planner vs
Caravel Concepts, LLC
Caravel Concepts, LLC United States

Unify & Automate Your Planning & Portfolio Management Process with CMPAS

Seed
5 employees
Finance, Financial Services
Dynamic Planner vs
Optima Asset Management LLC
Optima Asset Management LLC United States

A specialized asset management approach guided by innovation and decades of experience.

34 employees
Finance, Financial Services
View all alternatives

FAQ About Dynamic Planner

The UK's trusted leader in risk profiling and asset allocation, ensuring ongoing investment suitability for clients worldwide.
Dynamic Planner was founded in 2003.
Dynamic Planner operates in Finance and Financial Services. Its work centres on risk profiling, asset allocation, investment suitability and financial planning tools.
Dynamic Planner has approximately 51-200 employees.
Dynamic Planner has completed 1 funding round. The latest funding stage is Pre-Seed.
Top alternatives and competitors to Dynamic Planner include Van der Vegte & Co, Caravel Concepts, LLC, Optima Asset Management LLC, South Coast Investment Advisors, Trust Investment Advisors (TIA). These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
Dynamic Planner and Van der Vegte & Co are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

Source: BounceWatch company record for Dynamic Planner, https://bouncewatch.com/company/dynamic-planner, updated 31 December 2024. When citing, please name BounceWatch and link this page.

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