NextGen Planners
Plannex (formerly NextGen Planners) is a UK-based membership community serving over 2,000 financial planners through subscription membership, done-for-you marketing services, training programs, and an annual conference.
- Company typePrivate
- Founded2016
- HeadquartersLiverpool, United Kingdom
- Headcount1–10
- GTM typeB2B
- OfferingServices
What NextGen Planners does
Plannex (formerly NextGen Planners) is a UK-based membership community and professional services platform serving financial planners, founded in 2016 and headquartered in Liverpool. The company targets UK financial planning professionals through four interconnected product lines: Plannex Connect (recurring membership providing access to peer networks, mentors, and resources), Plannex Scale (full-service done-for-you marketing services for financial planning firms), Plannex Training (educational programs for team development), and Plannex Live (an annual conference). The company reports a customer base of over 2,000 financial planners across the UK and beyond, with testimonials emphasizing community, mentorship, and peer support as the primary value drivers.
The business generates revenue through four streams: recurring subscription membership (Connect and Training), professional services fees (Scale marketing engagements sold on a custom quote basis), and one-time event ticket sales for Plannex Live via TicketTailor. Pricing is not publicly disclosed, and distribution is primarily direct-to-member through plannex.co.uk, supported by organic social presence on LinkedIn, Instagram, and YouTube. The go-to-market is community-led and event-driven, with the annual conference acting as a key acquisition and retention lever. No proprietary technology platform, mobile app, or public API is disclosed, indicating the business is fundamentally a content, community, and services company rather than a software vendor.
The company raised approximately $313,349 in an undisclosed funding round in December 2022, operates with 1-10 employees, and appears to be a founder-led or bootstrapped entity. The 2025 rebrand from NextGen Planners to Plannex, the introduction of the Plannex Scale service line, and the release of a downloadable AI guide suggest ongoing product and brand evolution, though no meaningful headcount expansion or additional capital raises are evidenced in the available material.
NextGen Planners firmographics
Firmographics- Name
- NextGen Planners
- Legal name
- Plannex
- Website
- https://nextgenplanners.co.uk
- Company type
- Private
- Founded year
- 2016
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Plannex (formerly NextGen Planners) is a UK-based membership community serving over 2,000 financial planners through subscription membership, done-for-you marketing services, training programs, and an annual conference.
- Ownership category
- akta.pro rank
NextGen Planners industry classification
Industry- Product category
- Financial Planning Professional Services
- NAICS
- Convention and Trade Show Organizers (56192)
- SIC
- Services-Membership Organizations (8600), Services-Management Consulting Services (8742)
- akta.pro primary industry
- Comprehensive Financial Planning (FSAEAAAA)
- akta.pro secondary industry
- Meeting & Conference Planning & Coordination (HSACADAA)
Keywords
Where NextGen Planners is headquartered
LocationHeadquarters
- HQ city
- Liverpool
- HQ country
- United Kingdom
- HQ region
- Europe
Markets served
NextGen Planners business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Marketing or Sales, Operations, Technology or R&D
Revenue model
- Membership Subscriptions (Plannex Connect): Recurring membership fees providing access to peer networks, mentors, and resources for financial planning professionals.
- Training Products: Training programs for team development and firm growth, sold as standalone products.
- Marketing Services (Plannex Scale): Full-service, done-for-you marketing solutions for financial planning firms.
- Event Tickets: Conference tickets sold through TicketTailor for Plannex Live events.
Go-to-market motion2 records
Distribution channels4 records
Marketing channels6 records
NextGen Planners product offering
Product offeringCore offering
NextGen Planners (trading as Plannex) operates a membership-based community of more than 2,000 UK financial planners, offering peer networking, training programs, marketing services, and an annual conference. It also produces ancillary resources such as an AI Guide for financial advisors, with revenue derived from memberships, training, marketing engagements, and event-related income.
Product overview
Plannex is a platform offering a portfolio of interconnected products and services for financial planning professionals. The core offerings include Plannex Connect (membership network), Plannex Scale (marketing services), Plannex Training (educational programs), and Plannex Live (annual conference). An AI Guide is also available as downloadable content. These products work together to help financial planners grow their businesses, access peer networks, and develop skills, with membership providing the umbrella for accessing these resources.
Differentiator
Problem solved
Functional benefit
Products and services
- Plannex Connect Subscription-based membership community giving financial planners access to peer networking, mentorship, and exclusive member resources within the Plannex ecosystem.
- Plannex Scale Done-for-you marketing services for financial planners, designed to help advisory firms generate leads and grow their client base.
- Plannex Training Structured training programmes for financial planners covering professional development topics to support adviser competence and growth.
- Plannex Live Annual conference and event series for the Plannex community, featuring talks and networking for UK financial planners.
- Plannex AI Guide Downloadable educational guide introducing financial advisers to artificial intelligence applications relevant to financial planning practices.
Companies that use NextGen Planners
Customer profileSegments1 record
Ideal customer profiles1 record
NextGen Planners technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
NextGen Planners partnerships and signals
Strategic signalScale indicators1 record
Recent moves6 records
Expansion highlights5 records
NextGen Planners competitors and assessment
Company assessmentDirect peers
- New Model Adviser: UK-focused media brand and community serving retail financial planners/advisers. Comparable to NextGen Planners because it combines editorial content, awards, and a community of UK advisers - overlapping directly with the Plannex Connect audience.
- VouchedFor: UK platform that helps consumers find and rate financial advisers, also building a community angle for IFAs. Comparable to NextGen Planners because it sits at the intersection of community and growth/marketing for UK financial planners - directly overlapping the Plannex Scale buyer.
Broad incumbents
- SimplyBiz: Large UK support services provider for financial advisers, offering compliance, marketing, and back-office tools across a much wider portfolio. Comparable as a broader incumbent that competes with Plannex Scale and could encroach on training/community offerings.
- FT Adviser: Established UK financial adviser news and content brand owned by the Financial Times. Comparable as a broader incumbent media/community player addressing the same UK adviser audience that NextGen Planners serves.
Others
- PIMFA: UK trade association representing wealth management, investment, and financial advice firms. Comparable as a membership/community organization serving UK financial planning professionals, though operating at an industry-wide scale.
- The Personal Finance Society (CII): UK professional body for personal finance professionals, offering membership, training, and events. Comparable as a non-direct competitor membership body in the UK financial planning space that the same buyer personas participate in.
Regional players
- XY Planning Network: US-based membership community for fee-only financial planners, offering peer support and resources. Comparable as a community-led business model for financial planners, although geographic and regulatory differences keep it regional rather than directly competitive.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat4 records
Key risks5 records
Key highlights5 records
Customer concentration
NextGen Planners social profiles
Digital presenceNextGen Planners financial estimates
Financial estimateRevenue estimate
Valuation estimate
NextGen Planners leadership team
Management profileNumber of profiles
Profiles1 record
NextGen Planners funding detail
Funding detailFunding overview
Funding rounds1 record
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
NextGen Planners M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about NextGen Planners
What does NextGen Planners do?
NextGen Planners (trading as Plannex) operates a membership-based community of more than 2,000 UK financial planners, offering peer networking, training programs, marketing services, and an annual conference. It also produces ancillary resources such as an AI Guide for financial advisors, with revenue derived from memberships, training, marketing engagements, and event-related income.
Is NextGen Planners a public or private company?
NextGen Planners is a private company. It is classified as venture growth investor backed and is currently operating.
When was NextGen Planners founded?
NextGen Planners was founded in 2016. It employs 1 to 10 people.
Where is NextGen Planners based?
NextGen Planners is headquartered in Liverpool, United Kingdom, in the Europe region.
How does NextGen Planners make money?
Four revenue lines are on record. Membership Subscriptions (Plannex Connect) is the primary driver. The others are training Products, marketing Services (Plannex Scale) and event Tickets.
Who are NextGen Planners's main competitors?
Direct peers on record are New Model Adviser and VouchedFor. Broad incumbents are SimplyBiz and FT Adviser. Others are PIMFA and The Personal Finance Society (CII). XY Planning Network is listed as a regional player.
Does NextGen Planners have an API?
No public API is recorded for NextGen Planners.
What industry is NextGen Planners in?
NextGen Planners's product category is Financial Planning Professional Services. Its primary akta.pro industry code is FSAEAAAA, Comprehensive Financial Planning, with a secondary code of HSACADAA, Meeting & Conference Planning & Coordination. Its NAICS code is 56192 and its SIC code is 8600.