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
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Sectors
Technology
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Email
***********
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Phone
*********
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Website
*********
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Social
*********
- Legal Name Rplan Limited
- Date of Incorporation 04 Jan, 2010
- Jurisdiction LONDON, UNITED KINGDOM
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Annual Revenue
$1.83 M (USD)-21as on Dec 31, 2020
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Net Profit
$-910.71 K (USD)73as on Dec 31, 2020
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EBITDA
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Latest Funding Round
- Investors
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Employee Count
279
as on Dec 31, 2020
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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. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.
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.
Funding Insights of Rplan
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Investors in Rplan
Rplan has secured backing from 1 investor. Prominent investors backing the company include InvestCloud. This diverse investor base provides strategic capital, industry expertise, and valuable network connections that support the company's growth initiatives, market expansion, and long-term value creation.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
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Investment management software is provided for advisors and institutions.
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Founded Year | Domain | Location |
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
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Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
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Founded Year | Domain | Location | |
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Startup ecosystems are ignited through strategic investments by Signite Partners.
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Founded Year | Domain | Location | |
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Venture capital is directed toward companies in multiple sectors.
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Founded Year | Domain | Location | |
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Venture capital is invested in cybersecurity, fintech, and AI startups.
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Founded Year | Domain | Location |
Investments & Acquisitions by Rplan
| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
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Bionic investment advisor platform
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2016 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 |
Financial Statements - Rplan
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Rplan Comparisons
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. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.
| Company Name | Domain | Founded year | HQ Location | Description |
|---|---|---|---|---|
| domain | founded_year | HQ Location |
Provides online investment and stock trading services for individual investors.
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| domain | founded_year | HQ Location |
Provides online investment platforms for ISAs, pensions, and stock dealing services.
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| domain | founded_year | HQ Location |
Homestrings is an investment platform that enables global diaspora to invest in their home countries.
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| domain | founded_year | HQ Location |
Offers an online investment platform for mutual funds and bonds.
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| domain | founded_year | HQ Location |
An online platform for individuals to invest in mutual funds securely and efficiently.
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| Company Name | Domain | Founded year | HQ Location | Description |
|---|---|---|---|---|
| domain | founded_year | HQ Location |
Multiple services are booked via an app-based platform.
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| domain | founded_year | HQ Location |
On-demand services are booked through an app-based platform.
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| domain | founded_year | HQ Location |
App based platform offering on demand delivery and ride-hailing services
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| domain | founded_year | HQ Location |
Operates an on-demand hyperlocal delivery app for food and groceries.
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Frequently Asked Questions about Rplan
When was Rplan founded?
Rplan was founded in 2010.
Where is Rplan located?
Rplan is headquartered in London, United Kingdom. It is registered at London, England, United Kingdom.
How many employees does Rplan have?
As of Dec 31, 2020, the latest employee count at Rplan is 279.
What is the annual revenue of Rplan?
Annual revenue of Rplan is $1.83M as on Dec 31, 2020.
What does Rplan do?
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.
Who are the top competitors of Rplan?
Rplan's top competitors include Charles Stanley Direct, Youinvest and Homestrings.
What products or services does Rplan offer?
Rplan offers Advisor Solutions, End-Client Solutions, Managed Account Solutions, Financial Planning Solutions, and Enterprise Solutions.
Who are Rplan's investors?
Rplan has 1 investor. Key investors include InvestCloud.
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