Dynamic Planner
Financial portfolio matching software
- B2B
- SaaS
About Dynamic Planner
A financial planning company founded in 2003, specializing in matching individuals with suitable portfolios through engaging financial plans using a risk-based system
Key facts
- Industry
- Financial Services
- Company size
- 51–250 employees
- Headquarters
- reading, berkshire, United Kingdom
- Founded
- 2003
- Revenue
- $16.4M – $192MTamtam estimate
- Website
- linktr.ee
Dynamic Planner at a glance
Dynamic Planner is a B2B SaaS company in the Financial Services industry, headquartered in reading, berkshire, United Kingdom.
Dynamic Planner was founded in 2003.
Dynamic Planner has 51–250 employees.
Dynamic Planner's revenue is $16.4M – $192M (Tamtam estimate).
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