Company profile: Wealthcare
1.1 - Company Overview
Company description
- Provider of a technology-driven Wealthcare management process that helps advisors synchronize financial planning, investment strategies, goals-driven advice, operations, and compliance, focused on reshaping the financial planning industry and challenging paradigms in financial advice and the advisor-client relationship.
Products and services
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Key contacts
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Financial details
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1.2 - Competitors and similar companies to Wealthcare
ETFmatic
HQ: United Kingdom
Website
- Description: Provider of digital wealth management and automated investment services built on ETFs, enabling businesses to offer automated investment management to chosen customer groups and professionals to invest monthly in diversified ETF portfolios with tools to tailor, automatically rebalance, reduce volatility and minimize commissions.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
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- Acquisitions: ●●
View full ETFmatic company profile →
Corvil
HQ: United States
Website
- Description: Provider of network data analytics, monitoring, and risk mitigation solutions for the IT industry, transforming network data into streaming intelligence to see, understand, and act on business as it’s happening, providing real-time visibility across customers, business, and IT infrastructure.
- 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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Ascensus
HQ: United States
Website
- Description: Provider of retirement plan solutions, including administration and compliance for defined contribution and other plan types; administration of state-run retirement programs, IRAs, and HSAs; training on IRA/HSA rules; and technology-enabled outsourcing and full operations/distribution management for asset managers, banks, insurers, distributors, and state governments.
- 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 Ascensus company profile →
BondDesk
HQ: United States
Website
- Description: Provider of innovative, enterprise-wide fixed income solutions to a community of over 2,000 investment firms, including many top broker-dealers in North America. Offers the award-winning BondWorks Wealth Management Platform serving over 105,000 financial advisors and asset managers.
- 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 BondDesk company profile →
Visible Alpha
HQ: United States
Website
- Description: Provider of a data and analytics platform and proprietary dataset that unlocks equity analysts’ forecast models and actuals to help institutional investors gain insight into future company fundamentals. Offers data services via API, data feeds, and Snowflake with real-time updates, plus dedicated account management and onboarding support.
- 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 Visible Alpha 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 Wealthcare
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Buyer group 2: ████████ ████████
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Key Products: ████████, ████████, ████████, ████████
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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 Wealthcare
2.2 - Growth funds investing in similar companies to Wealthcare
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4 - Top valuation comps for Wealthcare
4.2 - Public trading comparable groups for Wealthcare
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