Dynamic Planner Revenue and Competitors

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Reading, UK



Total Funding



Estimated Revenue & Valuation

  • Dynamic Planner's estimated annual revenue is currently $45.3M per year.(i)
  • Dynamic Planner's estimated revenue per employee is $231,000

Employee Data

  • Dynamic Planner has 196 Employees.(i)
  • Dynamic Planner grew their employee count by 10% last year.
Competitor NameRevenueNumber of EmployeesEmployee GrowthTotal FundingValuation

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 we have created reliable compliant risk profiling and planning tools, built around proven asset models. This helps financial planners build suitable and diversified portfolios in line with their clients risk profiles. Today, Dynamic Planner is the most widely used investment risk profiling process in the industry. Over £136bn of assets from more than 100 managers are either run with reference to Dynamic Planner's Asset Model or profiled against its risk profiles.



Total Funding


Number of Employees


Revenue (est)


Employee Growth %





Dynamic Planner News

09/01/2019 - BlackRock selects Dynamic Planner to risk profile the MyMap ...

The four funds launched in May 2019 and join other BlackRock Funds which are already part of Dynamic Planner's independent risk profiling ...

08/29/2019 - BlackRock selects Dynamic Planner to risk profile ETF multi ...

Dynamic Planner is already one of the risk rating providers BlackRock employs to enable an assessment of the expected risk characteristics of ...

08/13/2019 - GAM Investments renames multi-manager fund range

... performing - GAM Star Dynamic Growth - having returned 72.02% in ... relative to Dynamic Planner Risk Profile 5 in which the portfolio sits.

Company NameRevenueNumber of EmployeesEmployee GrowthTotal Funding