Dynamic Planner secures institutional backing from FPE Capital to accelerate growth.
FPE Capital has led a pre-seed investment into software provider Dynamic Planner to fuel expansion in the UK and Europe.
Dynamic Planner provides risk-based financial planning software and asset risk modelling to wealth advice firms and asset managers.
FPE Capital has led an institutional pre-seed investment into Dynamic Planner. The backing aims to support the software provider as it expands operations across the UK and Europe. Dynamic Planner currently serves a substantial share of the domestic wealth advice market and expects to pass £10m in annual recurring licence revenue this year.
The capital injection marks the second deployment from FPE Fund III, which closed recently at £185m. Dynamic Planner will use the funds to accelerate product launches and meet increasing demand for digital wealth management tools.
Use of funds
- 01Continue product development
- 02Expand into international markets
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About the company
Dynamic Planner
Dynamic Planner offers a software platform for wealth management and financial planning.