Omniplan
Omniplan is a Netherlands-based B2B SaaS provider of cloud-native financial and mortgage advisory software, serving Dutch advisors and enterprise clients including Rabobank and De Hypotheekshop with calculation engines, HDN/NWWI integrations, and AI-assisted documentation tools.
- Company typePrivate
- Founded1994
- HeadquartersAmsterdam, Netherlands
- Headcount11–50
- GTM typeB2B
- OfferingSoftware
What Omniplan does
Omniplan is a Netherlands-based B2B SaaS company that provides cloud-native financial and mortgage advisory software to Dutch financial professionals. Founded in 1994, the company has served the Dutch market for three decades and counts enterprise customers including Rabobank and De Hypotheekshop among its users. The platform is organized around two core advisory workflows — the Adviesroute FP (Financial Planning) for comprehensive financial planning and the Adviesroute Wonen (Housing) for mortgage advisory — both powered by a shared Calculations Hub. The technology stack is a cloud-native Angular/NgRx frontend on Microsoft Azure EU infrastructure (Netherlands and Ireland data centers), with native integrations to Dutch financial infrastructure including HDN (mortgage and insurance quote messaging), NWWI (property valuations), GegevensDelen (government data import), and Elements/Kompas CRM. Omniplan ships multiple feature deployments daily on a weekly release cadence, covering Dutch-specific regulatory updates such as the 2026 lending framework (toetskader), NHG borgtochtprovisie, Box 1/2/3 tax calculations, and life event scenarios.
Omniplan firmographics
Firmographics- Name
- Omniplan
- Legal name
- Omniplan BV
- Website
- https://omniplan.nl
- Company type
- Private
- Founded year
- 1994
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Omniplan is a Netherlands-based B2B SaaS provider of cloud-native financial and mortgage advisory software, serving Dutch advisors and enterprise clients including Rabobank and De Hypotheekshop with calculation engines, HDN/NWWI integrations, and AI-assisted documentation tools.
- Ownership category
- akta.pro rank
Omniplan industry classification
Industry- Product category
- Financial Advisory Software
- NAICS
- Portfolio Management and Investment Advice (523940), Software Publishers (5132)
- SIC
- Investment Advice (6282), Services-Prepackaged Software (7372)
- akta.pro primary industry
- Digital Wealth Platforms for Advisors (TAMP/Advisor Tech) (FSAGAEAH)
- akta.pro secondary industries
- Investment Management Advisory (RIA) (FSAEAAAB), Financial Planning–Led RIAs (FSAAACAB)
Keywords
Where Omniplan is headquartered
LocationHeadquarters
- HQ city
- Amsterdam
- HQ country
- Netherlands
- HQ region
- Europe
Offices1 record
Markets served
Omniplan business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Personnel, Technology or R&D, Infrastructure, Operations, Marketing or Sales
Revenue model
- SaaS Subscription Licenses: Annual subscription fees for access to the Omniplan financial advisory software platform. Licenses are sold per user/advisor with options for upgrades mid-contract and automatic annual renewal.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Unit Pricing | One time | On-site Training |
| Subscription | Annual | SaaS Platform Subscription |
| Freemium | Pay-as-you-go | Trial License |
Go-to-market motion1 record
Distribution channels3 records
Marketing channels4 records
Omniplan product offering
Product offeringCore offering
Omniplan is a Dutch software company that builds and sells a cloud-native SaaS platform for financial advisors and mortgage brokers in the Netherlands. Its portfolio covers financial advisory software, dedicated mortgage advice tooling, AI-assisted workflows, and a financial calculations engine, supported by onboarding, training and advisory coaching services for advisory firms and banks.
Product overview
Omniplan is a cloud-native B2B SaaS platform for financial and mortgage advisors in the Netherlands. The platform is organized around two core advisory modules — the Adviesroute FP (Financial Planning) for comprehensive financial planning and the Adviesroute Wonen (Housing) for mortgage advisory — both powered by a shared Calculations Hub calculation engine. These core modules are complemented by the Omniplan AI Assistent (including the Opname Assistent for AI-powered conversation transcription and summarization) and a Calculations Hub for complex financial computations. The company also provides supporting services including an e-learning platform, on-site training, and a knowledge base to support advisor onboarding and continuous usage.
Differentiator
Problem solved
Functional benefit
Products and services
- Financiële Adviessoftware Cloud-native SaaS platform for financial advisors in the Netherlands to manage client advisory workflows, life-events planning, calculations, internal compliance documentation (Draagplichtovereenkomst) and reporting.
- Hypotheekadvies Software Software for mortgage advisors that supports the full mortgage advice workflow, including integration with HDN (Hypotheken Data Netwerk) for application exchange and NWWI for validation of mortgage files.
- Adviesroute FP Dedicated financial planning advisory workflow product for financial planners, structuring the client financial-planning conversation and associated outputs within Omniplan.
- Adviesroute Wonen Dedicated housing/mortgage advisory workflow product that guides advisors through the Wonen (housing) advisory process from intake through to mortgage output and file handover.
- Calculations Hub Centralized financial calculations engine offered as an add-on product, providing advisors with structured calculation capabilities for complex advisory scenarios.
- Omniplan AI Assistent AI assistant add-on that transcribes advisory conversations into text, generates AI-powered conversation summaries, and extracts to-do items for advisors.
- On-site Trainingen On-site training service delivered by Omniplan trainers to customer teams at the customer's location, billed separately from the SaaS subscription at €995 per day per trainer.
Quantifiable outcome
- Development cycles of hours instead of weeks
- +1 more outcomes
Companies that use Omniplan
Customer profileNamed customers2 records
Segments9 records
Ideal customer profiles2 records
Omniplan technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration7 records
AI capability6 records
Feature9 records
Omniplan partnerships and signals
Strategic signalPartnerships
Eight partnerships are on record, tiered flagship, core and minor.
- RabobankflagshipLong-standing partnership for enterprise-grade mortgage advisory software. Rabobank is a major Dutch banking cooperative and market leader in mortgage lending.
- De HypotheekshopflagshipStrategic partnership announced October 2025 for future-proof mortgage advisory solutions. De Hypotheekshop is a major mortgage advisory chain in the Netherlands.
- Microsoft CorporationcoreMicrosoft Azure serves as the cloud infrastructure provider for Omniplan's SaaS platform. All data is stored in EU data centers (Netherlands and Ireland) within the European Economic Area. Azure DevOps is used for development and deployment processes.
- Elements/KompascoreCRM and workflow system integration allowing creation of client dossiers in Omniplan directly from Elements data. Supports import of Ockto ODM files and automatic field population from Elements.
- GegevensDelencoreIntegration with GegevensDelen.nl for importing client financial data from government sources, tax authority (Belastingdienst), pension funds (Mijnpensioen), UWV, and DUO (student loans) to streamline client dossier creation.
- NWWI (Nederlands Woningindex)coreAPI integration for property valuation (taxatie) requests directly from the Omniplan application, supporting mortgage advisory workflows.
- HDN (Hypotheken Data Netwerk)coreIntegration with HDN for sending Lx messages and insurance quote requests (overlijdensrisicoverzekering, woonlastenverzekering, inkomensverzekering) to mortgage providers and insurers directly from the application.
- SofieminorBehavioral science partnership for research on mortgage advisory practices, particularly regarding customers with interest-only mortgages. Combines Omniplan's software expertise with Sofie's behavioral science research methodology.
Scale indicators4 records
Recent moves6 records
Expansion highlights5 records
Omniplan competitors and assessment
Company assessmentBroad incumbents
- Salesforce Financial Services Cloud: Salesforce FSC is a broad-incumbent CRM-plus-advisor platform used by large financial institutions; it overlaps with Omniplan's client-dossier and workflow functionality at the enterprise tier.
- Backbase: Backbase is a Dutch-headquartered digital banking and wealth platform; a broad incumbent that could localize advisor workflows into the Dutch market and compete with Omniplan's enterprise tier.
Emerging players
- Moneyhub: Moneyhub is a UK-based financial planning and data-aggregation platform targeting advisors; an emerging cross-border competitor to Omniplan's financial planning modules if it expands into the Netherlands.
- Ortec Finance: Ortec Finance provides analytics and planning software for pensions and wealth managers, partially overlapping with Omniplan's pension and wealth advisory modules, particularly for institutional Dutch clients.
Direct peers
- Finion Capital Holding: Finion offers Dutch wealth management and investment advisory software, overlapping with Omniplan's wealth and financial planning modules for the same advisor customer base.
- Figlo: Figlo is a Dutch financial planning software platform for advisors, directly competing with Omniplan's Financiële Adviessoftware and Calculations Hub modules across the same RIA and mortgage advisory segments.
Others
- AFAS Software: AFAS is a Dutch business software provider (ERP/payroll); adjacent rather than directly competitive, but a comparable Dutch SaaS scale player whose ecosystem could integrate with or compete for wallet share against Omniplan.
- Envestnet Yodlee: Envestnet Yodlee provides financial data aggregation and advisor tools globally; an ecosystem participant whose aggregation capabilities overlap with Omniplan's GegevensDelen integration strategy at the data layer.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks5 records
Key highlights6 records
Customer concentration
Omniplan social profiles
Digital presenceOmniplan compliance and trust
Trust signalCompliance4 records
Omniplan financial estimates
Financial estimateRevenue estimate
Valuation estimate
Omniplan leadership team
Management profileNumber of profiles
Profiles11 records
Omniplan funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Omniplan 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 Omniplan
What does Omniplan do?
Omniplan is a Dutch software company that builds and sells a cloud-native SaaS platform for financial advisors and mortgage brokers in the Netherlands. Its portfolio covers financial advisory software, dedicated mortgage advice tooling, AI-assisted workflows, and a financial calculations engine, supported by onboarding, training and advisory coaching services for advisory firms and banks.
Is Omniplan a public or private company?
Omniplan is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Omniplan founded?
Omniplan was founded in 1994. It employs 11 to 50 people.
Where is Omniplan based?
Omniplan is headquartered in Amsterdam, Netherlands, in the Europe region.
How does Omniplan make money?
One revenue line is on record: saaS Subscription Licenses.
Who are Omniplan's main competitors?
Broad incumbents on record are Salesforce Financial Services Cloud and Backbase. Emerging players are Moneyhub and Ortec Finance. Direct peers are Finion Capital Holding and Figlo. Others are AFAS Software and Envestnet Yodlee.
Does Omniplan have an API?
No public API is recorded for Omniplan.
What industry is Omniplan in?
Omniplan's product category is Financial Advisory Software. Its primary akta.pro industry code is FSAGAEAH, Digital Wealth Platforms for Advisors (TAMP/Advisor Tech), with a secondary code of FSAEAAAB, Investment Management Advisory (RIA). Its NAICS code is 523940 and its SIC code is 6282.