What departments does Dynamic Planner have?

Dynamic Planner has employees across 14 departments including Finance, Human Resources, Engineering, Product Management, Operations.

What is the largest department at Dynamic Planner?

The largest department at Dynamic Planner is Finance with 7 employees.

Where are Dynamic Planner employees located globally?

Dynamic Planner has employees across 5 continents and 12 countries including South Africa, Ethiopia, Algeria, Iran, Indonesia.

How has Dynamic Planner's team size changed over time?

Dynamic Planner's team has decreased from approximately 220 to 143 employees based on available data.

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Dynamic Planner Employee Directory

Financial ServicesEngland, United Kingdom51-200 Employees

Dynamic Planner operates a digital platform for financial planning and advice that helps advisers collect information about clients, assess their appetite for risk, and analyze financial circumstances to identify suitable investment opportunities. The platform also supports asset managers by enabling design, profiling, and targeting of investment solutions. Its Client Profiling module is widely used, with over 2 million UK investors supported.

The company is based in London, United Kingdom, and was founded in 2003, positioning it as a mid-sized firm within the financial services industry. It has been recognized with industry awards, including the 2024 PIMFA Diversity and Inclusion award for its inclusive culture.

Dynamic Planner Global Highlights

Europe
144

United Kingdom Of Great Britain And Northern Ireland
143
France
1

North America
16

United States Of America
14
Canada
2

Asia
6

Indonesia
2
India
2
Iran
1
Singapore
1

Africa
4

South Africa
2
Ethiopia
1
Algeria
1

Dynamic Planner's Leadership

I. M.
Chief Revenue Officer (cro)
Mobile Phone
Email
Y. S.
Chief Revenue Officer
Mobile Phone
Email
E. G.
Chief People Officer
Mobile Phone
Email
R. M.
Chief Technology Officer
Mobile Phone
Email
R. W.
Chief Product Officer
Mobile Phone
Email
F. T.
Chief Financial Officer
Mobile Phone
Email
P. L.
Chief Technical Officer
Mobile Phone
Email
D. W.
Chief Operating Officer
Mobile Phone
Email

Dynamic Planner Employee Metrics

100%

50%

2026

2025

Engineering
Analytics
Customer Success
Accounting
Consultant
Other
Finance
Product Management
Operations
Banking
Program & Project Management

Contact profiles from Dynamic Planner

Name

Title

Contact Info

Location

Last Update

A. C.
Chief Investment Strategist
Mobile Phone
Email
United Kingdom
Jul 17, 2026
S. W. F.
Head Actuary
Mobile Phone
Email
United KingdomEngland
Apr 13, 2026
P. B.
Head Of Account Management
Mobile Phone
Email
United Kingdom
Apr 16, 2026
S. F.
Head Of Finance & Legal
Mobile Phone
Email
United KingdomEngland
Jun 27, 2026
C. J.
Director
Mobile Phone
Email
United Kingdom
Jul 15, 2026
A. S.
Enterprise Development Director
Mobile Phone
Email
United Kingdom
May 01, 2026
W. D.
Marketing Director
Mobile Phone
Email
United KingdomEngland
Jul 15, 2026
M. L.
Enterprise Account Director
Mobile Phone
Email
United Kingdom
Dec 16, 2025
J. O.
Customer Success Director
Mobile Phone
Email
United KingdomEngland
May 01, 2026
J. M.
Investment Services Development Director
Mobile Phone
Email
United Kingdom
Jul 15, 2026

Frequently Asked Questions

What is Dynamic Planner known for?

Dynamic Planner was founded in 2003 operates in the Financial Services industry. Explore Dynamic Planner's company overview page for more information.

What is Dynamic Planner's most common email format?

Dynamic Planner employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Dynamic Planner email formats with LeadIQ.

How many employees does Dynamic Planner have currently?

Dynamic Planner has approximately 173 employees as of July 2026. These team members are located across 4 continents, including EuropeNorth AmericaAsia.

Who are Dynamic Planner's key employees and leadership?

As of July 2026, Dynamic Planner's key employees include:

Chief Revenue Officer (cro): I. M.
Chief Revenue Officer: Y. S.
Chief People Officer: E. G.
Chief Technology Officer: R. M.
Chief Product Officer: R. W.

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Dynamic Planner Employee Directory

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