2plan Overview

  • Year Founded
  • 2007

Year Founded

  • Status
  • Acquired/​Merged

  • Employees
  • 309

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
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 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 financial advisory and wealth management services intended to advise clients on investment and financial mat
Asset Management
Leeds, United Kingdom
309 As of 2024
000.00
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0000000000 00000000
Manchester, United Kingdom
00 As of 0000
000000000000

000000

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00000 0000000000
Southport, United Kingdom
00 As of 0000
0000 0000-00-00
000000&0
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2plan Competitors (6)

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
Chartered Wealth Management Private Equity-Backed Manchester, United Kingdom 00 000000000000
Ludlow Wealth Management Group Formerly PE-Backed Southport, United Kingdom 00 000000&0
Evelyn Partners Private Equity-Backed London, United Kingdom 0000 00.000 0000000000
TAM Asset Management Private Equity-Backed London, United Kingdom 00 000000000000
Fairstone Group Private Equity-Backed Newcastle upon Tyne, United Kingdom 0000 00.000 000000000000
To view 2plan’s complete competitors history, request access »

2plan Executive Team (3)

Name Title Board Seat Contact Info
Chris Smallwood Co-Founder and Chief Executive Officer
Nick Hewitt Finance Director
You’re viewing 2 of 3 executive team members. Get the full list »

2plan Signals

Growth Rate

0.80% Weekly
Growth
Weekly Growth 0.80%, 93rd %
-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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2plan FAQs

  • When was 2plan founded?

    2plan was founded in 2007.

  • Who is the founder of 2plan?

    Chris Smallwood and Chris Davies are the founders of 2plan.

  • Who is the CEO of 2plan?

    Chris Smallwood is the CEO of 2plan.

  • Where is 2plan headquartered?

    2plan is headquartered in Leeds, United Kingdom.

  • What is the size of 2plan?

    2plan has 309 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 00000.

  • 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?

    Chartered Wealth Management, Ludlow Wealth Management Group, Evelyn Partners, TAM Asset Management, 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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