What departments does Dynamic Planner have?

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

What is the largest department at Dynamic Planner?

The largest department at Dynamic Planner is Product Management with 8 employees.

Where are Dynamic Planner employees located globally?

Dynamic Planner has employees across 6 continents and 14 countries including South Africa, Algeria, Indonesia, Iran, India.

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

Dynamic Planner's team has decreased from approximately 220 to 141 employees based on available data.

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Dynamic Planner Employee Directory

Q: Who are Dynamic Planner's key employees and leadership?

Dynamic Planner's key employees include: Ceo: B. G., Chief Revenue Officer (cro): I. M., Chief Revenue Officer: Y. S., Chief People Officer: E. G., Chief Technology Officer: R. M.

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
147

United Kingdom Of Great Britain And Northern Ireland
145
Belgium
1
France
1

North America
10

United States Of America
8
Canada
2

Asia
7

Indonesia
2
Iran
2
India
2
Singapore
1

Africa
3

South Africa
2
Algeria
1

South America
2

Venezuela
2

Dynamic Planner's Leadership

B. G.
Ceo
Mobile Phone
Email
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

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

Location

Last Update

J. K.
Head Of Product
Mobile Phone
Email
United Kingdom, England
Sep 22, 2026
A. C.
Chief Investment Strategist
Mobile Phone
Email
United Kingdom
Jul 17, 2026
L. W.
Head Of Psychology & Behavioural Insights
Mobile Phone
Email
United Kingdom
Sep 25, 2026
P. B.
Head Of Account Management
Mobile Phone
Email
United Kingdom
Sep 06, 2026
S. F.
Head Of Finance & Legal
Mobile Phone
Email
United Kingdom, England
Sep 20, 2026
C. J.
Director
Mobile Phone
Email
United Kingdom
Sep 13, 2026
A. S.
Enterprise Development Director
Mobile Phone
Email
United Kingdom
Oct 02, 2026
P. M.
Delivery Director
Mobile Phone
Email
United Kingdom, England
Oct 09, 2026
W. D.
Marketing Director
Mobile Phone
Email
United Kingdom, England
Oct 14, 2026
M. L.
Enterprise Account Director
Mobile Phone
Email
United Kingdom
Aug 29, 2026

Frequently Asked Questions

What is Dynamic Planner known for?

Dynamic Planner was founded in 2003 and 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 FirstLast@dynamicplanner.com. 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 171 employees as of October 2026. These team members are located across 5 continents, including Europe, North America and Asia.

Who are Dynamic Planner's key employees and leadership?

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

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

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Dynamic Planner Employee Directory

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