2plan Overview

  • Year Founded
  • 2007

Year Founded

  • Status
  • Acquired/​Merged

  • Employees
  • 321

Employees

  • Latest Deal Type
  • M&A
  • (Cancelled)

  • Financing Rounds
  • 4

2plan General Information

Description

Provider of financial advisory and wealth management services intended to advise clients on investment and financial matters. The company's offerings include wealth management, financial advice, investment planning, retirement planning and mortgage advice, enabling clients to mitigate financial risk and make smart decisions.

Contact Information

Website
www.2plan.com
Ownership Status
Acquired/Merged
(Operating Subsidiary)
Financing Status
Corporate Backed or Acquired
Corporate Office
  • 3rd Floor, Bridgewater Place
  • Water Lane
  • Leeds LS11 5BZ
  • England, United Kingdom
+44 0113
Primary Industry
Asset Management
Other Industries
Other Financial Services
Consulting Services (B2B)
Parent Company
The Openwork Partnership
Corporate Office
  • 3rd Floor, Bridgewater Place
  • Water Lane
  • Leeds LS11 5BZ
  • England, United Kingdom
+44 0113

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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 financial advisory and wealth management services intended to advise clients on investment and financial mat
Asset Management
Leeds, United Kingdom
321 As of 2024

Southport, United Kingdom
 

London, United Kingdom
 
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2plan Competitors (6)

One of 2plan’s 6 competitors is Ludlow Wealth Management Group, a Formerly PE-Backed company based in Southport, United Kingdom.

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
Ludlow Wealth Management Group Formerly PE-Backed Southport, United Kingdom
Saranac Partners Private Equity-Backed London, United Kingdom
Chartered Wealth Management Private Equity-Backed Manchester, United Kingdom
Evelyn Partners Private Equity-Backed London, United Kingdom
Fairstone Group Private Equity-Backed Sunderland, United Kingdom
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2plan Signals

Growth Rate

Weekly
Growth
Weekly Growth

Size Multiple

Median
Size Multiple

Key Data Points

Similarweb Unique Visitors

Majestic Referring Domains

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2plan Former Investors

Investor Name Investor Type Holding Investor Since Participating Rounds Contact Info

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2plan FAQs

  • When was 2plan founded?

    2plan was founded in 2007.

  • Where is 2plan headquartered?

    2plan is headquartered in Leeds, United Kingdom.

  • What is the size of 2plan?

    2plan has 321 total employees.

  • What industry is 2plan in?

    2plan’s primary industry is Asset Management.

  • Is 2plan a private or public company?

    2plan is a Private company.

  • What is 2plan’s current revenue?

    The current revenue for 2plan is .

  • How much funding has 2plan raised over time?

    2plan has raised $10.6M.

  • Who are 2plan’s investors?

    Abrdn has invested in 2plan.

  • Who are 2plan’s competitors?

    Ludlow Wealth Management Group, Saranac Partners, Chartered Wealth Management, Evelyn Partners, and Fairstone Group are some of the 6 competitors of 2plan.

  • When was 2plan acquired?

    2plan was acquired on 16-Mar-2015.

  • Who acquired 2plan?

    2plan was acquired by The Openwork Partnership.

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