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2plan

2plan
2007 FOUNDED
M&A STATUS
201-300 EMPLOYEES
M&A LATEST DEAL TYPE (Cancelled)
4 FINANCING ROUNDS
Description

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

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

2plan Valuation and Funding

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

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2plan Competitors (7)

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
000000 000000 0000 Private Equity-Backed Southport, United Kingdom 00 000000000000
000000 00000 Private Equity-Backed London, United Kingdom 0000 000000000000
000000000 00000000 Corporate Backed or Acquired Swindon, United Kingdom 000 000000&0
000 000000000 0000 Corporate Backed or Acquired Devon, United Kingdom 00 000000&0
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2plan Former Investors

Investor Name Investor Type Holding Participating Rounds Investor Since Board Seat Contact Info

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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