Dynamic Planner
PrivateLast Round
Private Equity
Jul 14, 2022
Est. Valuation
$32.9M
Company Overview
Dynamic Planner operates in FinTech and is based in Reading. Its latest recorded funding round was a Private Equity round in July 2022.
Dynamic Planner is a financial technology company that provides an end-to-end, AI-powered digital advice platform for wealth and financial planning firms.
Sector
FinTech
Verticals
Wealth Management, Compliance & Risk, Financial Data
Business Model
B2B
Customer Profile
Subscription SaaS, Services & Consulting
AI Layer
Application
Historical Pricing
Historical view of private secondary pricing and transaction trends.
Dynamic Planner Comparables
Compare Dynamic Planner with similar companies based on industry and business-model similarity.
| Company | Similarity | Market Cap |
|---|---|---|
| EV | 85% | |
| Oxford Risk | 83% | |
| Fintel PLC | 82% |
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Dynamic Planner Funding Rounds
Historical fundraising activity
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Key People
Founding team and executive leadership
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Dynamic Planner Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| FPE Capital | Private Equity |
Market signals
Structured signals derived from secondary market and firmographic data.
- Jul 14, 2022
Closed round at $32.9M valuation led by FPE Capital.
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Dynamic Planner Filings
Explore SEC and related filing metadata, where available.
| Type | Date | Amount Offered | Amount Sold | Filing | Pages | Download |
|---|
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Frequently Asked Questions
Common questions about Dynamic Planner's valuation, stock price, and market status.
Is Dynamic Planner a public or private company?
Dynamic Planner is a private company.
What is the current stock price of Dynamic Planner?
Dynamic Planner is a private company, so its shares have no public market price. Caplight tracks Dynamic Planner's secondary market activity and provides MarketPrice™ estimates of its share price to Caplight users.
How much is Dynamic Planner worth (valuation)?
Dynamic Planner's valuation is estimated at $32.9M based on funding round data.
Can I buy Dynamic Planner stock?
Dynamic Planner shares may be available on secondary markets subject to transfer restrictions. Caplight facilitates secondary market transactions for accredited investors.
When was Dynamic Planner's last funding round?
Dynamic Planner's most recent funding round was Private Equity on July 14, 2022.
Who are the main investors in Dynamic Planner?
Key investors in Dynamic Planner include FPE Capital.
Will Dynamic Planner IPO soon?
No public IPO plans have been announced for Dynamic Planner.
How can I track Dynamic Planner secondary market activity?
Caplight tracks bids, offers, and trades in Dynamic Planner's shares on secondary markets.