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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.


Categories

FinTech

Team

Ben Goss

Ben Goss

CEO

Ben serves as chief executive of Dynamic Planner and previously directed UK operations at mPower. His earlier career includes consulting roles at PwC.

LinkedIn

Investors

FPE
FPE
Lead

Funding history