Dynamic Planner
Reading, United Kingdom
How Dynamic Planner hit $43.9M revenue with a 202 person team in 2023.
Dynamic Planner was founded in 2003 with the vision of harnessing technology to help financial planners ensure investment suitability for their clients consistently and efficiently. To achieve this vision, Dynamic Planner has developed reliable, compliant risk profiling and planning tools, built around proven asset models. These tools assist financial planners in creating suitable and diversified portfolios that align with their clients' risk profiles. Today, Dynamic Planner stands as the most widely used investment risk profiling system in the industry. It oversees more than £136 billion of assets from over 100 managers, all of which are either managed with reference to Dynamic Planner's Asset Model or profiled against its comprehensive risk profiles. This testament to its efficacy and trust within the financial planning community underscores Dynamic Planner's commitment to enhancing investment suitability through innovative technology.
2003
Founded
$43.9M
2023 Revenue
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YOY
$0
Funding
Dynamic Planner Revenue
In 2023, Dynamic Planner revenue run rate hit $43.9M in revenue.
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2023
Dynamic Planner hit $43.9M in revenue in 2023
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2003
Dynamic Planner launched in 2003 with $0 revenue
Dynamic Planner Funding History
No funding has been reported for Dynamic Planner yet.
Team
Dynamic Planner has 202 total employees.
| DISTRIBUTION | QTY |
|---|---|
| Total team size | 202 |
Founder / CEO
Ben Goss
Q&A
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What's your age?
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Favorite online tool?
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Favorite book?
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Favorite CEO?
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Advice for 20 year old self
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Customers
Churn
Dynamic Planner Executives
| Name | Position | Working Email | Personal Email |
|---|---|---|---|
| Ben Goss | CEO | [email protected] | - |
Dynamic Planner Employees
| Name | Position | Working Email | Personal Email |
|---|---|---|---|
| Ben Goss | CEO | [email protected] | - |
Frequently Asked Questions about Dynamic Planner
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When was Dynamic Planner founded?
Dynamic Planner was founded in 2003.
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How much revenue does Dynamic Planner generate?
Dynamic Planner generates $43.9M in revenue.
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Who is the CEO of Dynamic Planner
The CEO of Dynamic Planner is Ben Goss.
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How much funding does Dynamic Planner have?
Dynamic Planner raised $0.
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How many employees does Dynamic Planner have?
Dynamic Planner has 202 employees.
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Where is Dynamic Planner headquarters?
Dynamic Planner is headquartered at Reading, United Kingdom
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