Identity graph
Dynamic Planner headquarters, locations and relationships
- Industry
- Software As A Service
- Founded
- 2003
- Phone
- +44 333 600 0500
- Website
- dynamicplanner.com
Dynamic Planner office locations
| City | State / region | Country | Type |
|---|---|---|---|
| Reading | England | United Kingdom | Headquarters |
| Marlow | England | United Kingdom | Office |
- Parent company
- Dynamic Planner is part of FPE Capital.
Verified from public filings, company websites and news · Methodology
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Technographics (available after sign-in)
Software, cloud and infrastructure in use.
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Revenue, headcount, growth and industry codes.
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Capabilities (available after sign-in)
Products, services and certifications.
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News (available after sign-in)
Recent coverage and signals, resolved to the entity.
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And more (available after sign-in)
Subsidiaries, people and lookalike companies.
Who uses the Dynamic Planner entity
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Revenue and GTM teams
Territories, enrichment and account expansion on one resolved account.
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The entity and its relationships through the REST API and MCP server.
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Private equity and investors
Corporate family, comparable companies and deal sourcing.
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Government
About Dynamic Planner
Dynamic Planner is headquartered in Reading, England, United Kingdom. Founded in 2003, the company has 4 recorded locations and employs approximately 193 people worldwide.
Where is Dynamic Planner's main office?
Dynamic Planner's main headquarters office is located at Station Road, Reading, England rg1 1lx, United Kingdom. This is the company's primary corporate address.
Dynamic Planner regional offices
Beyond its headquarters in Reading, Dynamic Planner has recorded locations in United Kingdom.
Dynamic Planner contact information
The main switchboard for Dynamic Planner headquarters can be reached at +44 333 600 0500. Official website: dynamicplanner.com.
What does Dynamic Planner do?
Dynamic Planner is a multi-award-winning service with a 15-year track record of success. They help you ensure investment suitability for your clients initially and on an ongoing basis. Dynamic Planner is the most widely used risk profiling and asset allocation process in the UK, used by thousands of advisers and paraplanners from large networks andnationals to high quality regional and local firms and private client management firms up and down the country. A growing number of firms use Dynamic Planner internationally too.
One entity, every stage
Put Dynamic Planner to work across your revenue bowtie
- Target Define the market Build the account list from companies shaped like your best customers, Dynamic Planner included. Fingerprint search
- Cover Plan territories Dynamic Planner's 4 locations roll up to one account, so it lands in one territory, once. Territory planning
- Engage Act on timing Leadership changes, funding and M&A arrive linked to the account, not a loose headline. Signal monitoring
- Convert Close on a resolved record Inbound and closed-won attach to one CRM record, with no duplicates to merge. CRM enrichment
- Retain Ground every answer Customer teams and AI agents answer from the same entity, with a source and a date. AI agent data layer
- Expand Find the next buyer inside Follow subsidiaries and divisions to the next team that can buy. Account expansion
About the source
What is GraphIQ.ai?
A B2B identity graph. It resolves each organization into one verified entity and maps its parent and subsidiaries, employees, competitors and news signals. Revenue teams use it in the product; AI agents query it through the REST API and MCP server.
POST/api/v2/organizations/search
Dynamic Planner: frequently asked questions
Where is Dynamic Planner headquarters?
Station Road, Reading, England rg1 1lx, United Kingdom.
What is Dynamic Planner's phone number?
+44 333 600 0500 (headquarters).
When was Dynamic Planner founded?
2003.
How many employees does Dynamic Planner have?
About 193, as of October 2026 (GraphIQ.ai estimate).
How many offices does Dynamic Planner have?
4 locations, including Marlow.
Questions about GraphIQ.ai
Is GraphIQ.ai a list of companies like a spreadsheet?
No. Each organization resolves to one verified entity linked to its parent, subsidiaries, people and signals, so Dynamic Planner here is the same Dynamic Planner in your CRM, territory plan and agent answers.
Where does this Dynamic Planner data come from?
Public filings, company websites and news, resolved to one entity and continuously updated.