Dynamic Planner Overview

Financial ServicesCompany

Where is Dynamic Planner headquartered?

Dynamic Planner is headquartered in Berkshire, United Kingdom.

What sector is Dynamic Planner in?

Dynamic Planner is a financial services company.

When was Dynamic Planner founded?

Dynamic Planner was founded in 2003.

Dynamic Planner

Dynamic Planner

Sovereign House Vastern Road, Reading,
Berkshire, RG1 8BT
United Kingdom,
0333 6000 500
www.dynamicplanner.com

Dynamic Planner enables advice firms to match people with suitable portfolios through engaging financial plans. Dynamic Planner is an end-to-end, risk-based system, using a single definition of risk to ensure nothing is lost in translation in the planning and advice process. Dynamic Planner was founded in 2003 and is based in Berkshire, United Kingdom.



Try Mergr Free — See This and 220,453+
Other Company and Investor Profiles Today

Try free. Full access. Cancel anytime.

  • check  Unlimited Searches
  • check  Unlimited Profile Views
  • check  Build and Export Lists of
    • PE Backed Companies
    • Direct Investors & Acquirers
    • Advisors
    • Deals
    • & More

What's Mergr?

Mergr is a user-friendly database designed to simplify the complex world of private equity and M&A for busy professionals.

We created Mergr to eliminate the challenge of tracking company acquisitions, sales, and ownership, providing clear insights into investment firms and their activities. For example, explore an investment firm’s investment criteria, deal history, portfolio, and connections - organized to help you uncover opportunities and make informed decisions.

With Mergr, gain access to a comprehensive, interconnected web of transactions, investors, companies, and advisors - all in one place.

Mergr, the Easiest-to-Use PE and M&A DB


Key Benefits

  • Stay informed on events in your industry
  • M&A research that takes seconds (not all afternoon)
  • Better understand your customers and prospects
  • Discover active buyers (or sellers)
Search
  • 4.8K Private Equity Firms
  • 214K M&A Transactions
  • 216K Companies Involved in M&A
    (Buyer, Seller, or Target)
  • 3.8K M&A Advisors
    (Investment Banks and Law Firms)
  • 82K M&A Contacts
    (PE and M&A Advisors)

What next?

Try Free

Full access to Mergr's investor, acquirer, and transaction data starts here.

Related Lists for Dynamic Planner

Financial Services Companies , United Kingdom Companies