Key facts
- DreamPlan’s last known valuation is $14.1M (Mar 2025).
- It has raised $4.4M; the latest was Accelerator/Incubator in Jan 2026.
- Notable investors include Mastercard Lighthouse, Jesper Christensen, Accelerace, Frank Hansen, Three Thousand Capital — 6 tracked in total.
- Status: Privately Held (backing).
- ·The complete investor list — 6 names
- ·Watchlist + deal alerts for DreamPlan
- ·The full record, as it builds
Funding rounds
No funding rounds for DreamPlan are on record yet — either the company hasn't raised institutional capital, or the raise hasn't surfaced in our sources.
About DreamPlan
Operator of a financial advisory platform intended to help people make informed financial decisions. The company's platform uses a variety of data sources, including income, expenses, assets, and liabilities, to create a comprehensive financial plan for each user, enabling users to get personalized financial advice and recommendations based on their circumstances.
- Sector
- Financial Services
- HQ
- Copenhagen, Denmark
- Founded
- 2019
- Employees
- 28
- Website
- dreamplan.io/
- Ownership
- Privately Held (backing)
DreamPlan doesn't have a composite mark yet — a PA Mark is published once enough pricing inputs exist (trade prints, fund marks, round prices). The rest of the record below builds toward it.
Recorded secondary trades
No secondary trades in DreamPlan shares have been recorded yet. When a print lands — third-party, direct report, or platform — it appears here with structure, source, and price.
Institutional fund marks
No SEC-registered fund has reported a fair-value mark on DreamPlan in its N-PORT filings yet. We sweep new filings monthly.