2plan Overview

  • Founded
  • 2007
Founded
  • Status
  • Acquired/​Merged
  • Employees
  • 280
Employees
  • Latest Deal Type
  • M&A
  • (Cancelled)
  • Financing Rounds
  • 4

2plan General Information

Description

Provider of professional financial advisory services. The company provides financial planning, wealth management for private investors, high net-worth individuals and businesses.

Contact Information

Website
Ownership Status
Acquired/Merged
(Operating Subsidiary)
Financing Status
Corporate Backed or Acquired
Primary Industry
Other Financial Services
Parent Company
Openwork Partnership
Primary Office
  • Bridgewater Place
  • Water Lane
  • Leeds LS11 5BZ
  • England, United Kingdom
+44 0113 000 0000
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2plan Valuation & Funding

Deal Type Date Amount Valuation/
EBITDA
Post-Val Status Debt

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2plan Comparisons

Description
Primary
Industry
HQ Location
Employees
Total Raised
Post Valuation
Last Financing Details
Provider of professional financial advisory services. The company provides financial planning, wealth management for pri
Other Financial Services
Leeds, United Kingdom
280 As of 2015
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Colchester, United Kingdom
000 As of 0000
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Swindon, United Kingdom
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2plan Competitors (6)

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
Charles Derby Financial Services Corporate Backed or Acquired Colchester, United Kingdom 000 000000&0
000000000 00000000 Corporate Backed or Acquired Swindon, United Kingdom 000 000000&0
000000 000000 0000 Private Equity-Backed Southport, United Kingdom 00 000000000000
000 000000000 0000 Corporate Backed or Acquired Devon, United Kingdom 00 000000&0
000000 00000 & 000 Private Equity-Backed London, United Kingdom 0000 00000 0000000 0000 00000
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2plan Executive Team (3)

Name Title Board Seat Contact Info
Chris Smallwood Co-Founder and Chief Executive Officer
Chris Davies Co-Founder and Managing Director
Nick Hewitt Finance Director
To view 2plan’s complete executive team members history, request access »

2plan Signals

Growth Rate

0.80% Weekly
Growth
Weekly Growth 0.80%, 93rd %ile
-35.5%. 530%

Size Multiple

219x Median
Size Multiple 219x, 100th %ile
0.00x 0.95x. 413Kx

Key Data Points

Twitter Followers

5.5k

Similarweb Unique Visitors

15.0K

Majestic Referring Domains

314

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2plan Former Investors

Investor Name Investor Type Holding Investor Since Participating Rounds Contact Info

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