---
title: "dreamplan.io ApS – CVR 40965874, regnskab og ejerforhold"
description: "dreamplan.io ApS (CVR 40965874). Aktiv · Computerprogrammering · København K. 14 ansatte (CVR) (jul. 2026). Bruttofortjeneste 3,1 mio. DKK (2026)."
canonical_url: "https://datapublica.dk/companies/40965874-dreamplan-io-aps"
locale: "da"
route_type: "company_overview"
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---

# dreamplan.io ApS

dreamplan.io ApS \(CVR 40965874\). Aktiv · Computerprogrammering · København K. 14 ansatte \(CVR\) \(jul. 2026\). Bruttofortjeneste 3,1 mio. DKK \(2026\).

CVR-nummer: 40965874

## Virksomhedsoplysninger

- **CVR-nummer:** 40965874

- **Status:** Aktiv

- **Adresse:** Amaliegade 45 st, 1256, København K

- **Virksomhedsform:** Anpartsselskab \(ApS\)

- **Stiftet:** 27. nov. 2019

- **Antal ansatte / årsværk:** 14 / 11

- **Produktionsenheder:** 1

- **Website:** https://www.dreamplan.io/

- **Facebook:** Dreamplan.io

- **Instagram:** @dreamplan.dk

- **LinkedIn:** dreamplan

## Beskrivelse

Dreamplan er en digital platform, der tilbyder uafhængig økonomisk rådgivning og værktøjer til at forstå og optimere privatøkonomien, herunder pension, investeringer, forsikringer og boligfinansiering.

Dreamplan leverer digitale økonomiske overblik, personlige anbefalinger og hjælp til eksekvering suppleret med personlig rådgivning fra finansielle rådgivere. Virksomheden leverer også rådgivningssoftware til uafhængige finansielle rådgivere og pengeinstitutter under navnet Wizflow.

### Egen beskrivelse på virk.dk

Description of key activities of the companyDreamplan.io is a DFSA-licensed, self-service holistic financial advisory tool designed to help individuals optimize their finances across mortgages, savings, investments, insurance and pensions. It also provides financial perspectives on achieving goals and dreams over time. Dreamplan's approach to financial advice is two-fold: \(1\) human-centered, empowering customers to feel in control of their financial lives, and \(2\) driven by data science, financial legislation, and academic research.

Dreamplan.io is a web solution which:Collect data easily through self-entry or MitID: including pension savings, mortgages, investments, private savings, insurance and financial goals and dreams.Analyzes data using proprietary and third-party algorithms for savings optimization and tax harvestingUses data to offer a continuous financial overview and match customers with optimal financial productsPushes data to recommend the best products at the right time, currently focused on mortgages, investments, savings, and pensions, with more services to come

Dreamplan is a scalable, self-service platform supported by human financial advisors. Unlike traditional independent financial advisors who use labor-intensive methods with limited digital tools, Dreamplan offers cost-effective, independent advice. Our long-term strategy is aligned with EU Open Finance legislation, enabling users to manage financial products directly within the platform.

To be able to provide this digital solution, Dreamplan has created a platform called Wizflow. Wizflow is a no-code platform designed specifically for financial institutions. Wizflow allows business users to build and deploy intuitive, personalized user experiences, such as data collection flows, without deep IT involvement. The platform leverages Dreamplan’s deep understanding of financial services and customer needs, and is supported by AI-powered "Wizflow Assistants" that help configure both front-end experiences and backend business logic. Wizflow was conceived and built internally by Dreamplan to extend its mission of democratizing financial advice at scale.

### Produkter & services

Digitalt økonomisk overblik på tværs af opsparing, pension, bolig og forsikring • Personlige pensionsberegninger • Analyse af bolig og finansiering • Gennemgang af forsikringsdækninger • Personlige økonomiske anbefalinger • Personlig rådgivning fra finansielle rådgivere • Eksekvering af økonomiske anbefalinger • Wizflow-rådgivningssoftware med adgang via månedligt abonnement

### Brancher

Uafhængig finansiel rådgivning • Finansiel teknologi • Software til finansiel rådgivning

### Kundetyper

Privatpersoner, der søger personlig økonomisk rådgivning • Uafhængige finansielle rådgivere • Pengeinstitutter

## Aktiviteter og branche

- Computerprogrammering

- 621000 — Computerprogrammering

## Seneste regnskabsperiode

- **Regnskabsperiode:** 2025/26 \(1. apr. 2025 - 31. mar. 2026\)

- **Valuta:** DKK

- **Bruttofortjeneste:** 3.097.890

- **Driftsresultat:** -8.862.896

- **Årets resultat:** -8.943.865

- **Aktiver:** 20.656.053

- **Egenkapital:** 18.832.216

## Ledelse og roller

| Person | Roller | Titler |
| --- | --- | --- |
| [Jim Allan Isager Larsen](https://datapublica.dk/people/pid_entity_4003983820-jim-allan-isager-larsen) | Bestyrelse | BESTYRELSESMEDLEM |
| [Michael Kim Peen](https://datapublica.dk/people/pid_entity_4004100340-michael-kim-peen) | Bestyrelse | FORMAND |
| [Simon Bentholm Hansen](https://datapublica.dk/people/pid_entity_4000758256-simon-bentholm-hansen) | Bestyrelse | BESTYRELSESMEDLEM |
| [Stine Kalmer Jørgensen](https://datapublica.dk/people/pid_entity_4000574798-stine-kalmer-j-rgensen) | Direktion | ADM. DIR. |

## Revisor

| Revisionsfirma | Revisor | Rolle | Fra |
| --- | --- | --- | --- |
| Grant Thornton, Godkendt Revisionspartnerselskab | Morten Høgh-Petersen | statsautoriseret revisor | 1. sep. 2026 |

## Kontakt

### Fra [cvr.dk](https://datacvr.virk.dk/)

Reklamebeskyttet

Kontaktoplysninger fra CVR må ikke bruges til direkte markedsføring, når enheden er reklamebeskyttet. Beskyttelsen omfatter ikke oplysninger indsamlet fra virksomhedens egen hjemmeside. Her gælder stadig de almindelige regler for markedsføring. [Læs mere hos Erhvervsstyrelsen](https://virksomhedsguiden.dk/content/ydelser/faa-reklamebeskyttet-din-virksomhed-i-cvr/3337006d-3b93-4bb0-bc08-82a0915c0332/)

| Kontakt | Telefon | Email |
| --- | --- | --- |
| Virksomhed | 2613\*\*\*\* [Vis hele](https://datapublica.dk/signup?redirectTo=%2Fcompanies%2F40965874-dreamplan-io-aps) | st\*\*\*@dreamplan.io [Vis hele](https://datapublica.dk/signup?redirectTo=%2Fcompanies%2F40965874-dreamplan-io-aps) |

### Fra [dreamplan.io](https://www.dreamplan.io/)

| Kontakt | Telefon | Email |
| --- | --- | --- |
| Hovedkontakt | +45 7040\*\*\*\* [Vis hele](https://datapublica.dk/signup?redirectTo=%2Fcompanies%2F40965874-dreamplan-io-aps) | — |

## Legale ejere

### Aktuelle

| Ejer | Ejerandel | Stemmeandel | Fra |
| --- | --- | --- | --- |
| EjerFoldesen Holding ApS | Ejerandel33,33–49,99 % | Stemmeandel33,33 % | Fra25. mar. 2022 |
| EjerThree Thousand Capital Limited | Ejerandel25–33,32 % | Stemmeandel25 % | Fra19. nov. 2024 |
| EjerBentholm Holding ApS | Ejerandel15–19,99 % | Stemmeandel15 % | Fra19. nov. 2024 |
| EjerAGILE JEPSEN HOLDING ApS | Ejerandel5–9,99 % | Stemmeandel5 % | Fra25. mar. 2022 |

### Tidligere

| Ejer | Ejerandel | Stemmeandel | Fra | Til |
| --- | --- | --- | --- | --- |
| EjerAccelerace Invest II K/S | Ejerandel5–9,99 % | Stemmeandel5 % | Fra31. aug. 2022 | Til19. nov. 2024 |
| EjerBentholm Holding ApS | Ejerandel20–24,99 % | Stemmeandel20 % | Fra31. aug. 2022 | Til18. nov. 2024 |
| EjerThree Thousand Capital Limited | Ejerandel5–9,99 % | Stemmeandel5 % | Fra25. mar. 2022 | Til18. nov. 2024 |
| EjerBentholm Holding ApS | Ejerandel25–33,32 % | Stemmeandel25 % | Fra25. mar. 2022 | Til30. aug. 2022 |
| EjerFoldesen Holding ApS | Ejerandel50–66,66 % | Stemmeandel50 % | Fra22. jan. 2020 | Til24. mar. 2022 |
| EjerBentholm Holding ApS | Ejerandel25–33,32 % | Stemmeandel25 % | Fra22. jan. 2020 | Til24. mar. 2022 |
| EjerAGILE JEPSEN HOLDING ApS | Ejerandel10–14,99 % | Stemmeandel10 % | Fra22. jan. 2020 | Til24. mar. 2022 |
| EjerFoldesen Holding ApS | Ejerandel66,67–89,99 % | Stemmeandel66,67 % | Fra29. nov. 2019 | Til21. jan. 2020 |
| EjerBentholm Holding ApS | Ejerandel33,33–49,99 % | Stemmeandel33,33 % | Fra29. nov. 2019 | Til21. jan. 2020 |
| EjerBentholm Holding ApS | Ejerandel100 % | Stemmeandel100 % | Fra27. nov. 2019 | Til28. nov. 2019 |

## Ultimative ejere
[Se ejerdiagram](https://datapublica.dk/companies/40965874-dreamplan-io-aps/portfolio)
| Navn | Ejerskab gennem | Beregnet ejerandel |
| --- | --- | --- |
| Stine Kalmer Jørgensen | Foldesen Holding ApS | 33,33–49,99 % |
| Three Thousand Capital Limited | Direkte | 25–33,32 % |
| Simon Bentholm Hansen | Bentholm Holding ApS | 15–19,99 % |
| Jennifer Sue Jepsen | AGILE JEPSEN HOLDING ApS | 2,5–6,66 % |
| Ole Jepsen | AGILE JEPSEN HOLDING ApS | 2,5–6,66 % |

## Virksomhedssider

- [Overblik](https://datapublica.dk/companies/40965874-dreamplan-io-aps)

- [Regnskab](https://datapublica.dk/companies/40965874-dreamplan-io-aps/financials)

- [Risiko](https://datapublica.dk/companies/40965874-dreamplan-io-aps/risk)

- [Tidslinje](https://datapublica.dk/companies/40965874-dreamplan-io-aps/timeline)

- [Ejerskab og relationer](https://datapublica.dk/companies/40965874-dreamplan-io-aps/portfolio)

- [Produktionsenheder](https://datapublica.dk/companies/40965874-dreamplan-io-aps/production-units)

- [Gazelle](https://datapublica.dk/companies/40965874-dreamplan-io-aps/gazelle)

- [Investeringer](https://datapublica.dk/companies/40965874-dreamplan-io-aps/investments)

- [Virksomhedens hjemmeside](https://www.dreamplan.io/)

## Officielle kilder

- [Officiel CVR-post hos Virk](https://datacvr.virk.dk/enhed/virksomhed/40965874)