Company profile: Telemus
1.1 - Company Overview
Company description
- Provider of independent wealth advisory services, guiding clients beyond financial security to leverage their wealth to achieve their envisioned future. Employs a deep and thoughtful exploration process with a unique team of experts to help define and pursue aspirational goals.
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 Telemus
Money Matters North East
HQ: United Kingdom
Website
- Description: Provider of private wealth management services in the UK.
- 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 Money Matters North East company profile →
AgenSynd
HQ: United Kingdom
Website
- Description: Provider of independent European loan agency services in the debt markets, covering syndicated loans and capital markets. Supports over 150 transactions across Europe totaling more than EUR 12bn, with diverse financing structures in syndicated loans and bond issuances involving over 100 international lenders.
- 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 AgenSynd company profile →
RU Group
HQ: United Kingdom
Website
- Description: Provider of wealth management solutions to clients.
- 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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Simon Shirley Advisors
HQ: Ireland
Website
- Description: Provider of financial advisory 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 Simon Shirley Advisors company profile →
Loring Ward
HQ: United States
Website
- Description: Provider of investment models (flexible portfolio management, tax management, ESG); practice management (consulting, legal support, business transition, leadership coaching); back office support (multi-custodial oversight, account maintenance, paperless processes); vetted technology stack (planning platforms, client portals, investment analytics); advanced planning (complex cases; retirement, tax, estate); and marketing support for financial advisors.
- 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 Loring Ward 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 Telemus
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Buyer group 2: ████████ ████████
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Buyer group 3: ████████ ████████
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Key Products: ████████, ████████, ████████, ████████
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3. Investors and private equity firms
3.1 - Buyout funds investing in similar companies to Telemus
2.2 - Growth funds investing in similar companies to Telemus
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4 - Top valuation comps for Telemus
4.2 - Public trading comparable groups for Telemus
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