Dynamic Planner signs 'significant' PE investment deal for international growth plan

Private equity house FPE Capital has made a "significant investment" in Dynamic Planner to boost its ambitious growth plans both in the UK and internationally.

Dynamic Planner said the investment from FPE, a UK software-focused private equity growth firm, would back the current management team and help accelerate growth.

The business said Dynamic Planner had been growing rapidly in recent years and now served almost 40% of wealth advice firms and more than 150 asset managers, profiling over £250bn of assets via its SaaS platform. 

In the last 12 months, it has launched a series of upgrades to ensure Dynamic Planner and its open API is "the one end-to-end financial planning system firms need in a hybrid world".

Ben Goss, CEO at Dynamic Planner said: "As a fast-growing, privately owned company we were looking for an institutional investor partner to help us take the business to the next level in the UK and internationally. Our selection of FPE was based not just on their track record of backing software companies that successfully scale, but also on their team who we feel share our values.

"From the outset, FPE understood the value that Dynamic Planner brings to our clients and industry as an independent provider of technology and asset risk modelling serving a growing community in the wealth management sector who trust and rely on us. They also share our vision for solving our industry's major challenges through technology such as process digitisation, customer experience, investing sustainably for future generations, and omni channel financial planning in a post-pandemic world.

"This investment allows us to progress our industry for the better and as a management team we look forward to sharing the benefits of this collaboration with our clients and team in the months and years ahead."

David Barbour, managing partner at FPE, said: "We are delighted to be working with the team at Dynamic Planner on their exciting growth ambitions and to build on their existing leading position in the wealth management sector with new products for this core market."

Earlier this year Dynamic Planner appointed Christophe Ponette as European managing director based in Luxembourg to lead the company's continental expansion. 

FPE Capital has a successful track record in backing SaaS businesses with a focus on market-leading, quality products and strong, client-focused, cultures, the business said.


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