About Rplan
Rplan is a Technology company based in London (United Kingdom) founded in 2010, and was acquired by InvestCloud in June 2018. Funds information and performance monitoring are provided online. The company has 279 employees. Rplan offers products and services including Advisor Solutions, End-Client Solutions, Managed Account Solutions, Financial Planning Solutions, and Enterprise Solutions. Its focus areas include FinTech, Investment Tech, Online Trading Platforms and Public Market Funds. Its legal entity is RPLAN LIMITED. Its competitors include Charles Stanley Direct, Youinvest and Homestrings.
Company details
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
- Headquarters London, United Kingdom
- Employees 279
- Stage Acquired
- SectorsTechnology
- Email••••••••
- Website rplan.co.uk
- Social LinkedIn X
- Acquired by InvestCloud (Jun 2018)
- Legal Name Rplan Limited
- Date of Incorporation 04 Jan, 2010
- Jurisdiction LONDON, UNITED KINGDOM
- Annual Revenue$1.83 M (USD)-21as on Dec 31, 2020
- Net Profit-$910.71 K (USD)73as on Dec 31, 2020
- Investors
- Employee Count279
- Acquired byInvestCloud
(Jun 2018)
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.
Enables advisors to focus on client relationships and efficiency.
Delivers empowering experiences for clients in financial management.
Facilitates business growth through integrated platform ecosystems.
Provides views on cash flow and future financial events.
Accelerates billing, trade, and compliance processes for enterprises.
Investors in Rplan
Rplan has secured backing from 1 investor. Prominent investors backing the company include InvestCloud.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Investment management software is provided for advisors and institutions. | 2010 | investcloud.com | West Hollywood, United States |
Investor details for Rplan
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
- Complete investor list
- Round participation
- Investor portfolios
- Co-investor network
Verified entity values are shown only after access is granted.
Timeline of Rplan
2 dated milestones of Rplan across 8 years, from founding to its latest funding, stage changes and deals.
- Founded Rplan is founded.
- Exit Acquired by InvestCloud.
Competitors of Rplan
Rplan has 3 listed competitors in our database. They include Charles Stanley Direct, Youinvest and Homestrings.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| charles-stanley-direct.co.uk | 2013 | London, United Kingdom | Provides online investment and stock trading services for individual investors. | |||
| youinvest.co.uk | 2000 | Manchester, United Kingdom | 542 | Provides online investment platforms for ISAs, pensions, and stock dealing services. | ||
| homestrings.com | 2011 | London, United Kingdom | Homestrings is an investment platform that enables global diaspora to invest in their home countries. |
Detailed competitors of Rplan
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 Rplan
Websites that share an audience with Rplan (rplan.co.uk).
Websites whose visitors overlap most with Rplan. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| sanlam.co.za | 100% | #41,712 | View details | ||
| hl.co.uk | 98% | 6.9M | #7,103 | View details | |
| tddirectinvesting.co.uk | 96% | View details | |||
iii.co.uk | iii.co.uk | 86% | – | ||
fidelity.co.uk | fidelity.co.uk | 74% | #19,173 | – | |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
All 15 similar websites and full traffic analytics for Rplan
The complete similar-websites list, audience overlap and engagement analytics require an active premium plan.
- 15 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
2 companies that operate in the same segment as Rplan (Investment & Financial Technology) in United Kingdom, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Online data source platform for information, analytics, and solutions for governments and financial markets | 1959 | London, England, United Kingdom | USD 1.41 B | |||
AI-based platform for automated personal spend management is provided. | 2016 | London, England, United Kingdom | USD 75.78 M |
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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.
Rplan has 279 employees.
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.
Rplan operates through Rplan Limited.
Yes. Rplan was acquired by InvestCloud in June 2018.