What departments does Dynamic Planner have?

Dynamic Planner has employees across 15 departments including Finance, Entrepreneurship, Human Resources, Engineering, Product Management.

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 11 countries including South Africa, Algeria, Iran, Singapore, Indonesia.

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

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
140

United Kingdom Of Great Britain And Northern Ireland
140

North America
10

United States Of America
8
Canada
2

Asia
7

Iran
2
Indonesia
2
India
2
Singapore
1

Africa
2

South Africa
1
Algeria
1

South America
1

Venezuela
1

Dynamic Planner's Leadership

B. G.
Chief Executive Officer
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

E. F.
Onboarding & Training Manager
Mobile Phone
Email
United Kingdom, England
Sep 01, 2026
F. E.
Project Manager
Mobile Phone
Email
United Kingdom, England
Jun 01, 2026
K. G.
Product Owner
Mobile Phone
Email
United Kingdom, England
Apr 14, 2026
L. P.
Product Owner
Mobile Phone
Email
United Kingdom, England
Aug 21, 2026
N. A.
Manager, Customer Teams
Mobile Phone
Email
United Kingdom
Aug 05, 2026
P. G.
Senior Customer Success Manager
Mobile Phone
Email
United Kingdom, United Kingdom
Aug 28, 2026
P. S.
Principal Product Manager
Mobile Phone
Email
United Kingdom, England
Sep 03, 2026
V. V.
Senior Project Manager | Release Train Engineer
Mobile Phone
Email
United Kingdom, Wales
Jun 25, 2026
C. R.
Finance Manager
Mobile Phone
Email
United Kingdom, England
Jun 28, 2026
R. H.
Partnerships Development Manager
Mobile Phone
Email
United Kingdom
May 01, 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 174 employees as of August 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 August 2026, Dynamic Planner's key employees include:

Chief Executive Officer: 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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