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Dynamic Planner acquires pre-seed investment from FPE Capital

The first institutional investment into Dynamic Planner, a top provider of software to the UK wealth management industry, has been made by FPE Capital LLP, a lower mid-market growth investor with a focus on software and services.

This is the second investment from FPE Fund III, whose successful final close at a raised hard cap of £185 million was announced in May. The FPE investment will support the present management team, enable Dynamic Planner’s growth, and speed up the execution of its ambitious goals in the UK and Europe.

Dynamic Planner has been expanding quickly in recent years and now provides services to over 150 asset managers and nearly 40% of UK wealth advising firms, profiling over £250 billion in assets through its SaaS platform.

The company, which has its headquarters in Reading, United Kingdom, now has over 100 workers and is expected to surpass £10 million in annual recurring licence revenues this year. To make sure Dynamic Planner and its open API are the top end-to-end financial planning system for a hybrid world, a number of upgrades have been introduced during the past year.

FPE Capital has a proven track record of supporting SaaS companies that have a focus on high-quality, market-leading products and vibrant, customer-focused cultures. Ben Goss serves as the company’s CEO and leads an experienced management team. FPE’s investment will help to accelerate growth with the launch of new products for the company’s core market.

The FPE investment was led by Dan Walker, Llewellyn John and Harriet Hunt. FPE was advised on the transaction by DC Advisory (Buyside), Stephenson Harwood (Legal), CIL (Commercial), Intechnica (IT Diligence), Grant Thornton (Financial), Tax Advisory Partnership (Tax) and Continuum (Management).

Deloitte acted as an exclusive financial advisor to the shareholders of Dynamic Planner. Vendor due diligence services were provided to Dynamic Planner by Mazars LLP. The management team was advised by  Moorcrofts LLP.

Dynamic Planner is an excellent financial planning system that has successfully aided a number of advice firms in the UK. This investment will help the company achieve its further goals. Best of wishes to the entire Dynamic Planner team.

Shishir Gupta, Founder and CEO, StartupLanes

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