Recent Deals

IT Due Diligence for FPE Capital (Dynamic Planner)

Service: IT Due Diligence

Industry: Wealth Management

Participants: FPE Capital, Dynamic Planner

Intechnica provided IT Due Diligence to FPE Capital in support of their investment into Dynamic Planner, a software provider to the UK wealth management sector.

Dynamic Planner has been grown rapidly and now serves almost 40% of UK wealth advice firms and over 150 asset managers, profiling over £250 bn of assets via its SaaS platform.

Headquartered in Reading, the business employs over 100 people, and is on track to pass £10m in annual recurring licence revenues this year.

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.

David Barbour, Managing Partner, FPE Capital

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.

Ben Goss, CEO of Dynamic Planner

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