Company profile: One Capital
1.1 - Company Overview
Company description
- Provider of investment management and advanced wealth planning, delivering customized, tax‑efficient portfolios; tailored financial planning (cash flow, retirement, tax); portfolio strategy (policy design, asset allocation, rebalancing, alternatives); tax‑wise investing; risk management via diversification; and reporting, custody, and asset protection, with specializations for professional athletes, entertainers, and first responders.
Products and services
- Portfolio Strategy: Delivers policy-driven asset management, architecting investment policy design, disciplined asset allocation, periodic portfolio rebalancing, and access to alternative investments to pursue stated objectives
- Investment Management: Engineers institutional-grade, customized tax-efficient portfolios aligned with individual plans, emphasizing asset allocation across various classes to balance growth and risk
- Proprietary Wealth Planning: Offers custom-engineered financial planning, performing cash flow analysis, retirement planning, and tax planning tailored to individual circumstances, integrating guidance for athletes, entertainers, and first responders
Key contacts
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Financial details
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1.2 - Competitors and similar companies to One Capital
Campbell Thomson
HQ: United Kingdom
Website
- Description: Provider of financial planning, employee benefits, retirement planning, insurance, investments, and wealth management services.
- 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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Petra Funds
HQ: United States
Website
- Description: Provider of fund administration, compliance, GP administration, ESG advisory, and launch advisory/operational support for private equity, venture, and private debt funds. Services include accounting and reporting, meeting regulatory obligations, managing GP co-investing and carried interest, and ESG monitoring and disclosure programs.
- 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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IPSI
HQ: Ireland
Website
- Description: Provider of technology-enabled third-party administration (TPA) solutions to European and global life insurance and pension providers, delivering end-to-end 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: ●●
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BeneSys
HQ: United States
Website
- Description: Provider of benefits administration and I.T. services for Union Trust Funds, offering BenefitDriven, a cloud-based integrated platform for eligibility tracking, claims processing, contributions and pension administration, and self-service portals; specialized Taft-Hartley Trust Fund administration; COBRA, FSA and HRA administration; premium billing; and ancillary services such as drug testing and FMLA.
- 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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Dynamo
HQ: United Kingdom
Website
- Description: Provider of PR and communications consultancy across B2C and B2B markets, working with disruptive tech startups through to international consumer brands, and crowdfunding services, with a division launched in 2013 that has raised over $40 million for companies.
- 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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2.M&A buyers
2.1 Potential strategic acquirers in the sector
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2.2 - Strategic buyer groups for One Capital
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Buyer group 2: ████████ ████████
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Buyer group 3: ████████ ████████
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Description: ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████
Key Products: ████████, ████████, ████████, ████████
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3. Investors and private equity firms
3.1 - Buyout funds investing in similar companies to One Capital
2.2 - Growth funds investing in similar companies to One Capital
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4 - Top valuation comps for One Capital
4.2 - Public trading comparable groups for One Capital
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