Omniplan

Amsterdam, Netherlands Founded: 1995 • Age: 31 yrs
Offers SaaS platform for financial planning and mortgage advice services.

About Omniplan

Omniplan is a Technology company based in Amsterdam (Netherlands) founded in 1995. It offers SaaS platform for financial planning and mortgage advice services. It operates on a SaaS and B2B model in Technology and Financial Services sectors. Its website omniplan.nl draws about 681 thousand monthly visits. Omniplan offers products and services including Personal Finance Platform, Personal Finance Planner, Personal Finance Wonen, and Personal Finance Hub. Its focus areas include FinTech, Investment Tech, Pension Management and Financial Databases. Its competitors include Maybe, FinBase, BrightPensioen, iBeleggen and Financieelsysteem and 3 more; 1 of its 8 listed competitors has raised funding.

Company details

Omniplan delivers a cloud-based platform for financial advisors, insurers, and fintech professionals, enabling accurate calculations for mortgages, pensions, and financial planning. It supports the entire customer journey from advice to implementation, ensuring compliance and efficiency. Based in Amsterdam, it serves institutions like banks and planners with secure, SOC 2 compliant tools for personalized financial solutions.

  • Headquarters Amsterdam, Netherlands
  • Sectors
    Technology
    Financial Services
  • Email
    β€’β€’β€’β€’β€’β€’β€’β€’
  • Phone
    β€’β€’β€’β€’ β€’β€’β€’β€’
  • Website omniplan.nl
  • Social LinkedIn

Products & Services of Omniplan

Omniplan offers a comprehensive portfolio of products and services, including Personal Finance Platform, Personal Finance Planner, Personal Finance Wonen, and Personal Finance Hub.

Personal Finance Platform
Financial Software

Cloud platform for comprehensive financial advice and calculations.

Personal Finance Planner
Planning Tools

Software for creating personalized financial plans for households.

Personal Finance Wonen
Mortgage Tools

Module for efficient hypotheek advice and customer financial rest.

Personal Finance Hub
Advisory Platform

System for managing online and hybrid financial advice processes.

People of Omniplan

1 people are tracked at Omniplan (1 in leadership).

NameRoleGroup
Joris Evendik
CEOLeadership
Premium access

Complete people profiles for Omniplan

Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.

  • Full employee list
  • Team structure
  • Board tenure
  • Professional contacts

Verified entity values are shown only after access is granted.

Competitors of Omniplan

Omniplan has 8 listed competitors in our database, 1 of them funded. They include Maybe, FinBase, BrightPensioen, iBeleggen and Financieelsysteem, among others.

Company NameDomainFoundedHQ LocationTotal fundingEmployeesDescription
maybe.co2021Netherlands––
Financial planning and investment tools are offered to individuals.
finbase.nl2012Hoofddorp, Netherlands$17,301–
Personal financial platform and advisory network are provided.
brightpensioen.nl2013Amsterdam, Netherlands––
Retirement planning is enabled through personalized investments and company stakes.
ibeleggen.nl2012Amsterdam, Netherlands––
Provides online and personalized passive investing services with low costs.
financieelsysteem.nl2021Haarlem, Netherlands––
Provides fintech consultancy, recruitment, and innovation support in finance sector.
doecoe.com2020Breda, Netherlands––
A wealth management platform for creating and ensuring financial game plans.
thefinancialforecast.com2017Amsterdam, Netherlands––
AI-enabled platform for financial planning and advisory services.
privatewealthsupport.nl2012Amsterdam, Netherlands––
Provides software for financial, estate, and asset planning to professionals.
Premium access

Detailed competitors of Omniplan

The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.

  • Full competitor set
  • Operating metrics
  • Benchmarks
  • Competitive positioning

Verified entity values are shown only after access is granted.

Web traffic of Omniplan

The website of Omniplan (omniplan.nl) receives about 680.7K visits a month.

  • Monthly visits
    680.7K

    ▼ 6.7% vs previous month

Similar websites

Websites whose visitors overlap most with Omniplan. Affinity shows how closely the audiences match.

WebsiteDomainAudience affinityMonthly visitsGlobal rankProfile
falconebiz.com
100%
959.8K#63,970View details
tofler.in
97%
556K#105,509View details
zaubacorp.com
96%
4.9M#12,689View details
tracxn.com
92%
2.9M#16,597View details
indiafilings.com
90%
2.1M#29,959View details
β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’.comβ€’β€’%β€’.β€’M#‒‒‒‒‒–
β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’.comβ€’β€’%β€’.β€’M#‒‒‒‒‒–
β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’.comβ€’β€’%β€’.β€’M#‒‒‒‒‒–
Premium access

All 40 similar websites and full traffic analytics for Omniplan

The complete similar-websites list, audience overlap and engagement analytics require an active premium plan.

  • 40 similar websites
  • Audience overlap
  • Engagement analytics
  • Traffic by brand

Verified entity values are shown only after access is granted.

Top companies in Investment & Financial Technology

10 companies that operate in the same segment as Omniplan (Investment & Financial Technology), ranked by their profile score on The Company Check.

CompanyDescriptionFoundedLocationTotal fundingRevenueEmployees
Commission-free trading and investment services are provided by Robinhood.
2013Menlo Park, California, United StatesUSD 5.58 BUSD 2.98 B4,841
Online exchange platform for cryptocurrency
2017Ta Xbiex, MaltaUSD 2.02 B–14,747
Online social trading platform for cryptocurrency, stocks, ETFs, and CFDs
2007Tel Aviv, Tel Aviv, IsraelUSD 422.94 MUSD 925.73 M2,713
Financial data and investment advisory tools are offered online.
1984Chicago, Illinois, United StatesUSD 91 MUSD 351.25 K6
App-based brokerage stock trading platform
1996Mumbai, Maharashtra, IndiaUSD 38.41 MUSD 548.9 M3,830
App-based platform for spare change investment
2012Irvine, California, United StatesUSD 587.84 M–602
Smart investment portfolios are offered via an online platform.
2015Bengaluru, Karnataka, IndiaUSD 121.05 MUSD 635.51 K231
App-based automated investment and retirement planning platform
2010New York, New York, United StatesUSD 335 M–674
Money Forward is engaged in providing financial technology solutions.
2012Minato, Tokyo, JapanUSD 42.9 MUSD 322.51 M2,600
Wealth management solutions are delivered for investment advisors.
2009Mountain View, California, United StatesUSD 759.1 M–1,524
Upgrade to premium

Unlock complete access to The Company Check

Get unrestricted viewing across everything we track β€” from companies and brands to investors, funding rounds, acquisitions, financials, and more.

Upgrade to Premium No viewing limits. Your plan controls exports and screening usage.
Included in your Premium account
  • βœ“
    Unlimited viewing on all profiles Companies, investors, financials, funding, acquisitions & directors
  • βœ“
    Full access to every database India & global coverage, advanced filters and rich profile details
  • βœ“
    Always-on access from your team account Single premium plan for everything you see on the portal

Frequently Asked Questions about Omniplan

Omniplan was founded in 1995.

Omniplan is headquartered in Amsterdam, Netherlands.

Omniplan delivers a cloud-based platform for financial advisors, insurers, and fintech professionals, enabling accurate calculations for mortgages, pensions, and financial planning. It supports the entire customer journey from advice to implementation, ensuring compliance and efficiency. Based in Amsterdam, it serves institutions like banks and planners with secure, SOC 2 compliant tools for personalized financial solutions.

Omniplan's top competitors include Maybe, BrightPensioen and FinBase.

Omniplan offers Personal Finance Platform, Personal Finance Planner, Personal Finance Wonen, and Personal Finance Hub.

The website of Omniplan receives about 681 thousand visits a month.

Explore millions of companies β€” effortlessly

Access structured, verified intelligence on 7M+ companies across industries, sectors, and global markets. From early-stage startups to large enterprises, discover ownership, leadership, funding, financials, acquisitions, and market signals β€” all in one powerful platform.

Free account with essential features Instant access to company reports Enterprise solutions available