Company profile: Dynamic Planner
1.1 - Company Overview
Company description
- Provider of a multi-award-winning financial planning platform used by thousands of UK advisers and paraplanners for risk profiling and asset allocation, to ensure investment suitability initially and on an ongoing basis. Offers client profiling including risk and sustainability, investment research, cash flow planning, review reports for regulatory needs, recommendations, and customizable reports and digital client touchpoints.
Products and services
- Review: Regulatory-ready reporting tool that generates reports to meet regulatory requirements and demonstrate the value of financial planning to clients
- Investment Research: UK-wide research service that delivers comprehensive analysis on investment products and discretionary model portfolios, including risk profiling to support adviser and paraplanner decision-making
- Client Profiling: Multi-award-winning tool that discovers clients’ risk and sustainability profiles and engages them in the financial planning process, widely used by thousands of advisers and paraplanners in the UK
Key contacts
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Financial details
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1.2 - Competitors and similar companies to Dynamic Planner
STP Investment Services
HQ: United States
Website
- Description: Provider of financial services specializing in office investment operations outsourcing and fund services.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
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- Total funding raised: $●●●m
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View full STP Investment Services company profile →
Zecco
HQ: United States
Website
- Description: Provider of online stock brokerage and investing services, offering low-cost stock and options trades and forex trading services.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
View full Zecco company profile →
Integral
HQ: United States
Website
- Description: Provider of a SaaS eFX trading and workflow platform that aggregates liquidity from multiple providers, delivers institutional-quality pricing, and supports automated risk management. Offers a configurable price engine, ultra-low-latency MT4 connectivity to real-time data and execution, and real-time monitoring, analytics, and alerting.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
View full Integral company profile →
Integrity Investors
HQ: United States
Website
- Description: Provider of investment stewardship, portfolio strategies, retirement planning, and portfolio management services.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
View full Integrity Investors company profile →
OpenSea
HQ: United States
Website
- Description: Provider of a peer-to-peer NFT marketplace for crypto collectibles and blockchain-backed digital assets, enabling users to discover, collect, buy, and sell collectibles, gaming items, and virtual goods through smart contracts.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
View full OpenSea company profile →
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2.M&A buyers
2.1 Potential strategic acquirers in the sector
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2.2 - Strategic buyer groups for Dynamic Planner
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Buyer group 3: ████████ ████████
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Key Products: ████████, ████████, ████████, ████████
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3. Investors and private equity firms
3.1 - Buyout funds investing in similar companies to Dynamic Planner
2.2 - Growth funds investing in similar companies to Dynamic Planner
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4 - Top valuation comps for Dynamic Planner
4.2 - Public trading comparable groups for Dynamic Planner
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