Company profile: TownSquare Capital
1.1 - Company Overview
Company description
- Provider of portfolio management, trading, audit, and wealth management advisory services through a full-service investment and trading platform serving independent wealth advisers, institutions, high-net-worth individuals, family offices, accounting firms, and banks.
Products and services
🔒
Key contacts
🔒
🔒
Financial details
🔒
1.2 - Competitors and similar companies to TownSquare Capital
Ninety Nine
HQ: Spain
Website
- Description: Provider of commission-free financial trading platform leveraging technology to offer no-fee trading and an educational platform for financial learning, enabling customers to trade without fees and access financial education.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
View full Ninety Nine company profile →
CST Wealth
HQ: United Kingdom
Website
- Description: Provider of tax and financial planning services, delivering tailored plans aligned to short, medium and long-term goals. Offers investment advice with regular reviews and progress reports, pension planning with cash flow and retirement income forecasting, and a range of protection products including life, critical illness, income protection, mortgage protection and medical insurance.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
View full CST Wealth company profile →
BamSEC
HQ: United States
Website
- Description: Provider of SEC filings and earnings transcripts services offering intelligent document search, flexible screening tools, one-click table downloads to Excel and historical tables, collaboration and organization features, plus document comparison, insider transactions and institutional holdings tables, email alerts, and clean PDFs.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
View full BamSEC company profile →
Wahed
HQ: United States
Website
- Description: Provider of an online, ethics-driven, Shariah-compliant investing platform offering managed portfolios; NASDAQ-listed Wahed FTSE USA Shariah ETF and Wahed Dow Jones Islamic World ETF; halal retirement accounts (Traditional, Roth, SEP IRA) compliant with Islamic finance; and a Zakat calculation service providing curated reports based on individual investment portfolios.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
View full Wahed company profile →
Novia Financial
HQ: United Kingdom
Website
- Description: Provider of wealth management and investment platforms for financial advisers and their clients, offering Wealthtime and Wealthtime Classic, product wrappers (ISA, SIPP, GIA, Offshore Bond, Junior ISA), broad investment access (shares, funds, ETFs, structured products, bonds, cash deposits, equities), portfolio tools (CGT calculator, intelligent rebalancing, family linking), and retirement services such as Drip-Feed Drawdown and flexible payment dates.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
View full Novia Financial company profile →
🔒
2.M&A buyers
2.1 Potential strategic acquirers in the sector
🔒
🔒
🔒
🔒
View all strategic buyers with complete profiles
Start Free Trial →
2.2 - Strategic buyer groups for TownSquare Capital
🔒
Buyer group 1: ████████ ████████
●● companies
Description: ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████
Key Products: ████████, ████████, ████████, ████████
🔒
View all companies in this group
Request Free Trial Now →
🔒
Buyer group 2: ████████ ████████
●● companies
Description: ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████
Key Products: ████████, ████████, ████████, ████████
🔒
View all companies in this group
Request Free Trial Now →
🔒
Buyer group 3: ████████ ████████
●● companies
Description: ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████
Key Products: ████████, ████████, ████████, ████████
🔒
View all companies in this group
Request Free Trial Now →
🔓 Unlock all detailed buyer group breakdowns with complete company profiles
Start Free Trial →
3. Investors and private equity firms
3.1 - Buyout funds investing in similar companies to TownSquare Capital
2.2 - Growth funds investing in similar companies to TownSquare Capital
🔒
View all growth equity funds with complete profiles
Start Free Trial →
4 - Top valuation comps for TownSquare Capital
4.2 - Public trading comparable groups for TownSquare Capital
🔓 Unlock all public trading comparable groups with complete valuation data
Start Free Trial →