Dynamic Planner

Dynamic Planner offers a software platform for wealth management and financial planning.

Reading, UK—Founded 2003

£185MTotal raised

Dynamic Planner provides risk-based financial planning software and asset risk modelling to wealth advice firms and asset managers.

Ben Goss

CEO

Pre-Seed14 July 2022

£185M

FPE Capital has led a pre-seed investment into software provider Dynamic Planner to fuel expansion in the UK and Europe.