Wealth · Copenhagen, Denmark
Dreamplan
Dreamplan is a Danish digital platform that gives individuals independent financial advice on pensions, investments, insurance and home financing, and helps them carry out the recommended plan.
- Website
- dreamplan.io
- Headquarters
- Copenhagen, Denmark
- Founded
- 2019
- Sector
- Wealth
- Fintech Award Points
- +460, #14 of 204
About Dreamplan
Dreamplan offers free digital financial planning: users enter their data and get personal recommendations on pension, investments, insurance and mortgages, then buy financial products through the platform. It also sells paid one-to-one sessions with a human financial adviser (4,995 kr. after a free 15-minute call). Under the Wizflow name it builds subscription advisory software for independent financial advisers and banks. It is registered with the Danish Financial Supervisory Authority and says it has helped 8,200+ people.
What Dreamplan offers
- Free digital financial overview and personal recommendations
- Independent advice on pension, investments, insurance and home financing
- Execution of financial plans via quality financial products
- Personal 1:1 financial advisory sessions
- Quick financial calculators
- Wizflow advisory software for financial advisers and banks
Who Dreamplan serves
- Danish private individuals and households
- Independent financial advisers
- Banks and financial institutions
Topics
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Profile researched by Alexandra Studio from public information about Dreamplan, updated 10 November 2026. Something wrong or missing? Update your company or remove it.