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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.

Find Dynamic Planner employees' phone numbers or email addresses

Dynamic Planner Global Highlights

Location
Employees

Europe
140

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  • United Kingdom Of Great Britain And Northern Ireland
    140

North America
10

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  • United States Of America
    8
  • Canada
    2

Asia
7

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  • Iran
    2
  • Indonesia
    2
  • India
    2
  • Singapore
    1

Africa
2

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  • South Africa
    1
  • Algeria
    1

South America
1

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  • Venezuela
    1

Dynamic Planner's Leadership

  • Chief Executive Officer at Dynamic Planner
    B. G.
    Chief Executive Officer
    Mobile Phone
  • Chief Revenue Officer (cro) at Dynamic Planner
    I. M.
    Chief Revenue Officer (cro)
    Mobile Phone
  • Chief Revenue Officer at Dynamic Planner
    Y. S.
    Chief Revenue Officer
    Mobile Phone
  • Chief People Officer at Dynamic Planner
    E. G.
    Chief People Officer
    Mobile Phone
  • Chief Technology Officer at Dynamic Planner
    R. M.
    Chief Technology Officer
    Mobile Phone
  • Chief Product Officer at Dynamic Planner
    R. W.
    Chief Product Officer
    Mobile Phone
  • Chief Financial Officer at Dynamic Planner
    F. T.
    Chief Financial Officer
    Mobile Phone
  • Chief Technical Officer at Dynamic Planner
    P. L.
    Chief Technical Officer
    Mobile Phone

Dynamic Planner Employee Metrics

100%
50%
0%
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
  • Client Success Manager at Dynamic Planner
    J. G.
    Client Success Manager
    Mobile Phone
    United Kingdom, England
    Jul 08, 2026
  • Sme Sales Leader at Dynamic Planner
    M. F.
    Sme Sales Leader
    Mobile Phone
    United Kingdom, England
    Aug 29, 2026
  • Product Owner at Dynamic Planner
    A. L.
    Product Owner
    Mobile Phone
    United Kingdom, England
    Aug 31, 2026
  • Associate Customer Success Manager at Dynamic Planner
    T. C.
    Associate Customer Success Manager
    Mobile Phone
    United Kingdom, England
    Jun 19, 2026
  • Investment Risk Manager at Dynamic Planner
    W. M.
    Investment Risk Manager
    Mobile Phone
    United Kingdom, Scotland
    Sep 04, 2026
  • Senior Product Owner at Dynamic Planner
    A. T.
    Senior Product Owner
    Mobile Phone
    United Kingdom, England
    Sep 01, 2026
  • Software Development Manager at Dynamic Planner
    P. O.
    Software Development Manager
    Mobile Phone
    United Kingdom, England
    Feb 12, 2026
  • Client Success Team Lead at Dynamic Planner
    R. H.
    Client Success Team Lead
    Mobile Phone
    United Kingdom, England
    Jul 08, 2026
  • Technical Lead at Dynamic Planner
    G. E.
    Technical Lead
    Mobile Phone
    United Kingdom, England
    Feb 12, 2026
  • Principal Product Owner at Dynamic Planner
    C. B.
    Principal Product Owner
    Mobile Phone
    United Kingdom
    Aug 21, 2026

Frequently Asked Questions

What is Dynamic Planner known for?

Minus sign iconPlus sign iconDynamic 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?

Minus sign iconPlus sign iconDynamic 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?

Minus sign iconPlus sign iconDynamic 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?

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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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