Dynamic Planner Revenue and Competitors
Estimated Revenue & Valuation
- Dynamic Planner's estimated annual revenue is currently $47.4M per year.
- Dynamic Planner's estimated revenue per employee is $231,000
Employee Data
- Dynamic Planner has 205 Employees.
- Dynamic Planner grew their employee count by 10% last year.
Dynamic Planner's People
| Name | Title | Email/Phone |
|---|---|---|
1 | CEO | Reveal Email/Phone |
2 | CTO | Reveal Email/Phone |
3 | Chief Investment Strategist | Reveal Email/Phone |
4 | Head Finance | Reveal Email/Phone |
5 | Head Product | Reveal Email/Phone |
6 | Head Actuary | Reveal Email/Phone |
7 | Head Delivery | Reveal Email/Phone |
8 | Head PR | Reveal Email/Phone |
9 | Head People & Values | Reveal Email/Phone |
10 | Chief Operating Officer | Reveal Email/Phone |
Dynamic Planner Competitors & AlternativesAdd Company
| Competitor Name | Revenue | Number of Employees | Employee Growth | Total Funding | Valuation |
|---|---|---|---|---|---|
#1 | $55.7M | 241 | -24% | N/A | N/A |
#2 | $12.5M | 66 | -3% | N/A | N/A |
#3 | $3.4M | 23 | 0% | N/A | N/A |
#4 | $16.2M | 77 | 28% | N/A | N/A |
#5 | $48M | 208 | 2% | N/A | N/A |
#6 | $85.1M | 324 | 19% | N/A | N/A |
#7 | $88.2M | 336 | 40% | N/A | N/A |
#8 | $411M | 1398 | 17% | N/A | N/A |
#9 | $105.3M | 401 | 55% | N/A | N/A |
#10 | $105.9M | 397 | 5% | $878.2M | N/A |
What Is Dynamic Planner?
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.
keywords:Finance
N/A
Total Funding
205
Number of Employees
$47.4M
Revenue (est)
10%
Employee Growth %
N/A
Valuation
N/A
Accelerator
Dynamic Planner News
The link-up will enable Dynamic Planner to receive bulk valuations from all of the platforms and product providers who are signed up to deliver...
Investment management firm Bordier UK's risk targeted decumulation service is now part of Dynamic Planner's risk managed decumulation (RMD)...
Specialist investment management firm Bordier UK has launched a new decumulation service mapped to Dynamic Planner risk profiles.
Other Companies in Reading
| Company Name | Revenue | Number of Employees | Employee Growth | Total Funding |
|---|---|---|---|---|
#1 | $32.7M | 205 | 2% | N/A |
#2 | $62.1M | 209 | 5% | N/A |
#3 | $76.3M | 216 | 3% | N/A |
#4 | $60.2M | 218 | N/A | N/A |
#5 | $61.8M | 224 | 8% | N/A |