Dynamic Planner enables advice firms to match people with suitable portfolios through engaging financial plans. Founded in 2003, it is an end-to-end, risk-based system, using a single definition of risk to ensure nothing is lost in translation in the planning and advice process.
View Top Employees from Dynamic Planner| Website | https://linktr.ee/dynamicplanner |
| Revenue | $21 million |
| Employees | 169 (164 on RocketReach) |
| Founded | 2003 |
| Phone | +44 333 600 0500 |
| Technologies |
JavaScript,
HTML,
PHP
+46 more
(view full list)
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| Industry | Financial Services, Software Development & Design, Commercial, Risk profiling, Software, Risk target managed, Risk Management, Financial planning tools, Fund risk profiling |
| Web Rank | 2 Million |
| Keywords | Financial Planning, Wealth Management Products, Risk Management |
| Competitors | 2plan, Codeweavers Ltd, Sanlam UK, Saunderson House, Selectapension |
| SIC | SIC Code 62 Companies, SIC Code 628 Companies, SIC Code 73 Companies, SIC Code 737 Companies |
| NAICS | NAICS Code 523 Companies, NAICS Code 52 Companies, NAICS Code 5239 Companies, NAICS Code 51 Companies, NAICS Code 513 Companies, NAICS Code 52399 Companies |
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Dynamic Planner Questions
The Dynamic Planner annual revenue was $21 million in 2024.
David Wadsworth is the COO of Dynamic Planner.
164 people are employed at Dynamic Planner.
The NAICS codes for Dynamic Planner are [523, 52, 5239, 51, 513, 52399].
The SIC codes for Dynamic Planner are [62, 628, 73, 737].
Top Dynamic Planner Employees
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