Rplan

London, United Kingdom Founded: 2010 • Age: 16 yrs Acquired By InvestCloud
Funds information and performance monitoring are provided online.
Annual revenue $1.8M Latest available
Total funding - Funding intelligence
Employees 279 Tracked headcount
Investors 1 Known backers
Products 5 Services tracked
Competitors 6 Brand Intelligence

About Rplan

Rplan is a company based in London (United Kingdom) founded in 2010 was acquired by InvestCloud in June 2018. The company has 279 employees as of December 31, 2020. Rplan offers products and services including Advisor Solutions, End-Client Solutions, Managed Account Solutions, Financial Planning Solutions, and Enterprise Solutions. Rplan operates in a competitive market with competitors including Charles Stanley Direct, Youinvest, Homestrings, Crystal Capital and MetrocommOnline, among others.

  • Headquarter London, United Kingdom
  • Employees 279 as on 31 Dec, 2020
  • Sectors
    Technology
  • Email
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  • Phone
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  • Website
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  • Social
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  • Legal Name Rplan Limited
  • Date of Incorporation 04 Jan, 2010
  • Jurisdiction LONDON, UNITED KINGDOM
Operational Areas
Technology → Marketing, Adtech & Commerce Technology Unlock Sub-Sector Unlock Segment
Key Metrics
  • Annual Revenue
    $1.83 M (USD)
    -21
    as on Dec 31, 2020
  • Net Profit
    -$910.71 K (USD)
    73
    as on Dec 31, 2020
  • EBITDA
    Not available
  • Latest Funding Round
    Not available
  • Investors
  • Employee Count
    279

    as on Dec 31, 2020

  • Acquired by
    InvestCloud

    (Jun 11, 2018)

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Products & Services of Rplan

Rplan offers a comprehensive portfolio of products and services, including Advisor Solutions, End-Client Solutions, Managed Account Solutions, Financial Planning Solutions, and Enterprise Solutions.

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Primary

Enables advisors to focus on client relationships and efficiency.

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Delivers empowering experiences for clients in financial management.

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Facilitates business growth through integrated platform ecosystems.

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Provides views on cash flow and future financial events.

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Accelerates billing, trade, and compliance processes for enterprises.

Funding Insights of Rplan

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Detailed funding history for Rplan

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Investors in Rplan

Rplan has secured backing from 1 investor. Prominent investors backing the company include InvestCloud.

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Investor Description Founded Year Domain Location
Investment management software is provided for advisors and institutions.
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Investor details for Rplan

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Investments & Acquisitions by Rplan

Investments
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Investment portfolio details for Rplan

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Financial Statements - Rplan

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Detailed financials for Rplan

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Rplan Comparisons

Rplan Primary company
Description
Funds information and performance monitoring are provided on...
Location
London, United Kingdom
Founded Year
2010
Annual Revenue
$1.83 M (USD)
Net Profit
-$910.71 K (USD)
EBITDA
Not available
Employees
279
As of 2020
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Peer comparison for Rplan

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Competitors of Rplan

Rplan operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Charles Stanley Direct, Youinvest, Homestrings, Crystal Capital and MetrocommOnline, among others.

Company Name Domain Founded year HQ Location Description
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Provides online investment and stock trading services for individual investors.
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Provides online investment platforms for ISAs, pensions, and stock dealing services.
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Homestrings is an investment platform that enables global diaspora to invest in their home countries.
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Offers an online investment platform for mutual funds and bonds.
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An online platform for individuals to invest in mutual funds securely and efficiently.
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Detailed competitors of Rplan

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Latest news on Rplan

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Complete news archive for Rplan

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Frequently Asked Questions about Rplan

Rplan was founded in 2010.

Rplan is headquartered in London, United Kingdom. It is registered at London, England, United Kingdom.

As of Dec 31, 2020, the latest employee count at Rplan is 279.

Annual revenue of Rplan is $1.83M as on Dec 31, 2020.

rplan is an online financial planning portal that helps its clients choose the best funds for investment towards their financial goals, and monitoring the performance of those chosen funds. rplans tools can help the users to compare funds based on their performance, risk and charges. It charges 0.35 percent annual fee on the amount invested, with no other charges. It also offers online courses offering guidance on investing.

Rplan's top competitors include Charles Stanley Direct, Youinvest and Homestrings.

Rplan offers Advisor Solutions, End-Client Solutions, Managed Account Solutions, Financial Planning Solutions, and Enterprise Solutions.

Rplan has 1 investor. Key investors include InvestCloud.

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