Distribution Technology - About the company
Distribution Technology is a late stage company based in Reading (United Kingdom), founded in 2003 by Ben Goss. It operates as a Risk profiling, financial planning & wealth management solutions provider. Distribution Technology has raised an undisclosed amount in funding from FPE Capital. The company has 141 active competitors, including 22 funded and 14 that have exited. Its top competitors include companies like Jump, Zocks and Saturn.
Company Details
Distribution Technology provides Financial Planners, Asset Managers and Financial Institutions with their product Dynamic Planner that helps them in risk profiling, financial planning and wealth management. The company claims its product is used by more than 9,000 financial planners from over 700 firms to ensure investment suitability. Over 1,000 investments are risk profiled for more than 90 asset managers each quarter. The company has two subscription plans: 1) Dynamic Planner Risk Profiler for GBP 87 per month and Dynamic Planner Risk Profiler, Plan and Manage for GBP 97 per month.
- Website
- dynamicplanner.com
- Social
- Email ID
- *****@dynamicplanner.com
- Registered Address
- Sovereign House, Vastern Road, Reading, Berkshire, RG1 8BT
Key Metrics
Founded Year
2003
Location
Reading, United Kingdom
Stage
Late Stage
Latest Funding Round
Investors
Ranked
13th among 141 active competitors
Employee Count
177 as on Jun 30, 2026
Legal entities associated with Distribution Technology
Distribution Technology is associated with 2 legal entities given below:
Legal Entity Name | Date of Incorporation | Revenue | Latest Employee Count | Reports |
|---|---|---|---|---|
PALLADIA TOPCO LIMITED CIN: 14186015 , United Kingdom, Active | £10M - £50M (As on Jun 30, 2025) | - | ||
DISTRIBUTION TECHNOLOGY LIMITED CIN: 4741529 , Germany, Active | Apr 22, 2003 | - | 79 (As on Jun 30, 2021) |
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Distribution Technology's funding and investors
Distribution Technology has raised funding over 1 round. Its latest funding round was a PE round on Jul 14, 2022 for $*****. 1 investor participated in its latest round. Distribution Technology has 1 institutional investor and 44 angel investors.
Here is the list of recent funding rounds of Distribution Technology:
Date of Funding | Funding Amount | Round Name | Post-Money Valuation | Revenue Multiple | Lead Investors | Other Investors |
|---|---|---|---|---|---|---|
Jul 14, 2022 | 4396968 | PE | 7031022 | 1559629 | 2019057 | 1751680 |
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Distribution Technology's founders and board of directors
Founder? Claim ProfileThe founders of Distribution Technology is Ben Goss.
Here are the details of Distribution Technology's key team members:
- Ben Goss: Co-Founder & CEO of Distribution Technology.
View details of Distribution Technology's Founder profiles and Board Members
Distribution Technology's employee count trend
Distribution Technology has 177 employees as of Jun 26. Here is Distribution Technology's employee count trend over the years:
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Distribution Technology's Competitors and alternates
Top competitors of Distribution Technology include Jump, Zocks and Saturn. Here is the list of Top 10 competitors of Distribution Technology, ranked by Tracxn score:
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Rank | Company Details | Short Description | Total Funding | Investors | Tracxn Score |
|---|---|---|---|---|---|
1st | Jump 2023, Salt Lake City (United States), Series B | Developer of an AI assistant platform for financial advisory firms | $105M | 63/100 | |
2nd |  Zocks 2022, San Francisco (United States), Series B | AI-based communication management platform for financial advisors | $64.3M | 63/100 | |
3rd | Saturn 2023, London (United Kingdom), Series A | Provider of AI-powered wealth management platform | $17.8M | 60/100 | |
4th | Customer engagement and retention platform | $4.79M | 58/100 | ||
5th | Mili 2024, Wilmington (United States), Seed | Developer of agentic artificial intelligence platforms for wealth management firms | $2M | 55/100 | |
6th | Zennify 2013, Meridian (United States), Series A | Provider of Salesforce consulting and data solutions for financial services. This firm offers strategic consulting, financial services consulting, data and AI advisory services, data solutions integration, managed services, and change management. They specialize in Salesforce Financial Services Cloud, Marketing Cloud, Agentforce, and nCino technologies. The company also develops accelerators to streamline implementations and provides ongoing support. Their services are tailored to meet the specific needs of financial institutions, focusing on measurable value and outcomes. | $7.5M | 48/100 | |
7th | ForwardLane 2015, New York City (United States), Series A | AI-powered decision intelligence platform | $6.98M | 47/100 | |
8th | Customer management solution for financial industries | $32.5M | 47/100 | ||
9th | 4Degrees 2017, Chicago (United States), Series A | Provider of relationship intelligence and deal flow software for private markets | $2.02M | 46/100 | |
10th | Digital investor relations platform | - | - | 46/100 | |
13th | Distribution Technology 2003, Reading (United Kingdom), Late Stage | Risk profiling, financial planning & wealth management solutions provider | - | 43/100 |
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Distribution Technology's Investments and acquisitions
Distribution Technology has made no investments or acquisitions yet.
Reports related to Distribution Technology
Here is the latest report on Distribution Technology's sector:
News related to Distribution Technology
Filter this listMedia has covered Distribution Technology for a total of 2 events in the last 1 year, 1 of them has been about company updates and 1 about people movement.
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Dynamic Planner makes new appointments to power growth in AI-led worldDistribution Technology•May 11, 2026•Distribution Technology
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Dynamic Planner goes live with Standard Life bulk valuation serviceDistribution Technology•Dec 18, 2025•Distribution Technology
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2028 vision unveiled - ‘unlocking trusted advice at scale’Distribution Technology•Nov 12, 2025•Distribution Technology
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Dynamic Planner achieves industry first AI certificationDistribution Technology•Nov 04, 2025•Distribution Technology
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Dynamic Planner adds Timeline Classic and Tracker model portfolio rangesDistribution Technology•Sep 23, 2025•Distribution Technology
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Aubrey Citadel Fund Now Risk Profiled on Dynamic PlannerFintech Finance•Mar 03, 2025•Distribution Technology, Aubrey Wealth Management
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Dynamic Planner Teams Up With Salesforce to Deliver Financial Planning at ScaleFintech Finance•Nov 05, 2024•Distribution Technology, Salesforce
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Cloud Invest and Dynamic Planner collaborate on CRMFinextra•Oct 07, 2024•CIPS, Distribution Technology
•
Dynamic Planner Announces Integration with CURO From Time4AdviceFinancial IT•Oct 05, 2023•Time4Advice, Distribution Technology
•
PortfolioMetrix Core Funds Now Risk Profiled on Dynamic PlannerFinancial IT•Sep 09, 2023•Distribution Technology
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