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Company profile: Claremont Financial

1.1 - Company Overview

Claremont Financial Logo

Claremont Financial

Headquarter: United States
Founded: 20XX🔒
Employees: 100-500🔒

Company description

  • Provider of financial planning, guidance, and fee-based asset management services.

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 Claremont Financial

Key Group Logo

Key Group

HQ: United Kingdom Website
  • Description: Provider of equity release, estate planning, secured lending, annuities, retirement planning, and wills solutions.
  • 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 Key Group company profile →
Donnelly Wealth Advisors Logo

Donnelly Wealth Advisors

HQ: United States Website
  • Description: Provider of independent registered investment advisory services, founded in 1997 by Richard 'Rich' Donnelly, taking a specialized approach to managing client wealth and providing a comprehensive view of finances within the context of clients' larger goals and objectives.
  • 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 Donnelly Wealth Advisors company profile →
Intertrust Group Logo

Intertrust Group

HQ: The Netherlands Website
  • Description: Provider of fund and corporate, capital market, and private wealth and employee benefit solutions to multinationals, fund managers, financial institutions, and business entrepreneurs worldwide; offerings include SPV domiciliation for capital markets transactions, consulting on significant risk transfers, and insights and strategies for private capital CFOs. Operates in The Netherlands, Luxembourg, Jersey, Cayman Islands, and the rest of the world.
  • 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 Intertrust Group company profile →
Cardinal Investment Advisors Logo

Cardinal Investment Advisors

HQ: United States Website
  • Description: Provider of investment consulting services helping clients align their investment strategies to support their operations.
  • 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 Cardinal Investment Advisors company profile →
MACC Venture Partners Logo

MACC Venture Partners

HQ: United States Website
  • Description: Provider of commercial real estate investment, asset and fund management, and market analysis focused on multifamily and office properties. Services include investment management across acquisition, management, and disposition; comprehensive asset management; and property repositioning and rehabilitation, with investor funds offering participation in real estate opportunities.
  • 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 MACC Venture Partners 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 Claremont Financial

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Buyer group 1: ████████ ████████

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Description: ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████
Key Products: ████████, ████████, ████████, ████████
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Buyer group 2: ████████ ████████

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Description: ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████
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 Claremont Financial

2.2 - Growth funds investing in similar companies to Claremont Financial

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4 - Top valuation comps for Claremont Financial

4.2 - Public trading comparable groups for Claremont Financial

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4.3 - M&A Transactions similar to Claremont Financial

Selected M&A transactions

Date Target Description Buyer(s) Relevance EV EV/Revenue EV/EBITDA
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Frequently Asked Questions

About Claremont Financial

What does Claremont Financial do?

Claremont Financial is a provider of financial planning, guidance, and fee-based asset management services.

Who are Claremont Financial's competitors?

Claremont Financial's competitors and similar companies include Key Group, Donnelly Wealth Advisors, Intertrust Group, Cardinal Investment Advisors, and MACC Venture Partners.

Where is Claremont Financial headquartered?

Claremont Financial is headquartered in United States.

How many employees does Claremont Financial have?

Claremont Financial has 1,000 employees 🔒.

When was Claremont Financial founded?

Claremont Financial was founded in 2010 🔒.

What sector and industry vertical is Claremont Financial in?

Claremont Financial is in the Enterprise Software 🔒 sector and industry

M&A Buyers & Acquirers for Claremont Financial

Who are the top strategic acquirers in Claremont Financial's sector and industry

Top strategic M&A buyers and acquirers in Claremont Financial's sector include ████████, ██████████, ██████, ████████, and ██████████ 🔒.

Which M&A buyer groups are most relevant for Claremont Financial?

Top strategic M&A buyers groups and sectors for Claremont Financial include █████████████████ , ████████████████, █████████████, ████████████, and ████████████████ 🔒.

Financial Investors investing in Claremont Financial's sector and industry vertical

Which are the top PE firms investing in Claremont Financial's sector and industry vertical?

Top PE firms investing in Claremont Financial's sector and industry vertical include ████████, ██████████, ████████, and ██████████ 🔒.

Who are the top buyout funds acquiring in Claremont Financial's sector and industry vertical?

Active PE funds and buyout funds acquiring companies in Claremont Financial's sector and industry vertical include █████████, ██████████, ████████████, and ████████████ 🔒.

Who are the top growth equity funds investing in companies in Claremont Financial's sector and industry vertical?

Growth funds and venture capital funds investing in companies similar to Claremont Financial include █████████, ██████████, ████████████, and ████████████ 🔒.

Valuation benchmarks of companies in Claremont Financial's sector and industry

Which are the key public companies that are relevant trading comps benchmarks for Claremont Financial?

The key public trading comparables and valuation benchmarks for Claremont Financial include █████████, ██████████, ████████████, and ████████████ 🔒.

Which are the key trading comparable groups for Claremont Financial for public valuation benchmarks?

Our platform tracks detailed public trading comparable groups and valuation benchmarks for Claremont Financial with complete valuation multiples, growth metrics, and profitability data. Access the full database to benchmark your company against relevant public comparables.

What are recent M&A transactions in Claremont Financial's sector and industry vertical?

Our platform tracks relevant M&A transactions comparables and valuation benchmarks for Claremont Financial with complete deal terms, valuation multiples, and strategic rationale. Access the full database to benchmark pricing and identify active acquirers.

What are recent capital raises and funding rounds in Claremont Financial's' sector and industry vertical?

Access recent funding rounds and capital raises in Claremont Financial's sector and industry vertical including growth equity, venture capital, and buyout investments. Our database includes round size, lead investors and valuations.

Ready to Find the Right Buyers?

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