Company profile: Lassus Wherley
1.1 - Company Overview
Company description
- Provider of fee-only wealth management services, including financial planning, investment management, tax preparation, trust services, and family office support, serving individuals, couples, families, pension and profit sharing plans, trusts, and estates, with offices in New Providence, NJ and Bonita Springs, FL.
Products and services
- Financial Planning: Engineers fee-only financial planning for individuals, couples, families, and charitable entities, serving trusts, estates, and pension and profit sharing plans from New Providence, NJ and Bonita Springs, FL
- Investment Management: Delivers fee-only investment management for individuals and families, encompassing pension and profit sharing plans, trusts, estates, and charitable accounts, via offices in New Providence, NJ and Bonita Springs, FL
- Tax Preparation: Supplies tax preparation services for individuals, couples, families, trusts, and estates, aligned with fee-only wealth management and supported from New Providence, NJ and Bonita Springs, FL offices
Key contacts
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Financial details
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1.2 - Competitors and similar companies to Lassus Wherley
Abaxx Technologies
HQ: Canada
Website
- Description: Provider of financial technology solutions improving communication, trade, and transactions, including the Abaxx Commodity Futures Exchange and Clearinghouse regulated by the Monetary Authority of Singapore, offering futures and derivatives for LNG, battery metals, and carbon to enhance risk management in energy and commodity markets. Also offers ID++, Abaxx Drive, Vault, Abaxx Verifier, and Base Carbon for secure identity, data, and voluntary carbon market infrastructure.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
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- Total funding raised: $●●●m
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Wilmington Capital Management
HQ: Canada
Website
- Description: Provider of asset management and alternative investment services focused on real estate and energy, targeting long-term capital appreciation through private equity funds and direct holdings. Portfolio includes Calgary development land for self-storage/retail/car condos, an 18% interest in Champlain Shores (Ontario), a 16% interest in Sunchaser RV Resorts (~1,000 sites), and energy securities; prior stakes include Maple Leaf Marinas and Real Storage.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
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National Retirement Services
HQ: United States
Website
- Description: Provider of administration and processing solutions for employee benefit plans and charitable programs, with trust administration and custom solutions for nonprofit organizations, retirement plans, and investment managers. Through subsidiary Global Trust Company, offers fiduciary services for collective investment trusts and other products.
- 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 National Retirement Services company profile →
SBI
HQ: United States
Website
- Description: Provider of go-to-market growth advisory, delivering collaborative consulting, GTM benchmarks and data, and advisory services from seasoned sales and marketing operators. Offerings include strategy consulting, SBI Pro advisory, revenue operations aligning sales, marketing, and customer success on a technology-agnostic platform, sales training, market expansion and positioning, and commercial productivity through personalized coaching.
- 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 SBI company profile →
Professional Credit
HQ: United States
Website
- Description: Provider of first and third-party accounts receivable management services.
- 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 Professional Credit company profile →
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2.M&A buyers
2.1 Potential strategic acquirers in the sector
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2.2 - Strategic buyer groups for Lassus Wherley
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Buyer group 3: ████████ ████████
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3. Investors and private equity firms
3.1 - Buyout funds investing in similar companies to Lassus Wherley
2.2 - Growth funds investing in similar companies to Lassus Wherley
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4 - Top valuation comps for Lassus Wherley
4.2 - Public trading comparable groups for Lassus Wherley
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