Dynamic Planner
2023 Revenue
$43.9M
Funding
$0
Team
202
Founded
2003
How Dynamic Planner CEO Ben Goss grew to $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.
Last updated
Dynamic Planner Revenue
In 2023, Dynamic Planner's revenue reached $43.9M. Since its launch in 2003, Dynamic Planner has shown consistent revenue growth.
| Year | Milestone | Quote |
|---|---|---|
| 2023 | Dynamic Planner Hit $43.9m revenue in December 2023 | |
| 2003 | Launched with $0 revenue |
Dynamic Planner Valuation, Funding Rounds
Dynamic Planner is a bootstrapped Financial Services Software startup. Founded in 2003, Dynamic Planner has grown to $43.9M in revenue without raising any venture capital or outside funding.
As a self-funded Financial Services Software SaaS company, Dynamic Planner has built its business with no outside investment.
| Year | Round | Amount | Valuation | % Sold | Quote |
|---|
Founder / CEO
Q&A
| Question | Answer |
|---|---|
| What's your age? | - |
| Favorite online tool? | - |
| Favorite book? | - |
| Favorite CEO? | - |
| Advice for 20 year old self | - |
Customers
We do not have customer count information for Dynamic Planner yet.
Dynamic Planner Employees & Team Size
Dynamic Planner employs approximately 202 people as of 2026, up from 192 in 2022.
| Year | Milestone |
|---|---|
| 2023 | Reached 202 employees (December 2023) |
| 2022 | Reached 192 employees (December 2022) |
Frequently Asked Questions about Dynamic Planner
What is Dynamic Planner's revenue?
Dynamic Planner generates $43.9M in revenue.
Who founded Dynamic Planner?
Dynamic Planner was founded by Ben Goss.
Who is the CEO of Dynamic Planner?
The CEO of Dynamic Planner is Ben Goss.
How much funding does Dynamic Planner have?
Dynamic Planner raised $0.
How many employees does Dynamic Planner have?
Dynamic Planner has 202 employees.
Where is Dynamic Planner headquarters?
Dynamic Planner is headquartered in Reading, United Kingdom.
Compare Dynamic Planner to the industry
Dynamic Planner operates across multiple industries. Browse revenue, funding, and growth data for Dynamic Planner in each sector below.
Data and Sources
All figures on this page are taken directly from interviews or are estimates from public sources and proprietary models. Not financial advice. Read full disclaimer.
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