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Company profile: Fi360

1.1 - Company Overview

Fi360 Logo

Fi360

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

Company description

  • Provider of fiduciary technology, software tools, data analytics, and education for financial advisors and intermediaries, including the Fi360 Fiduciary Score, Fiduciary Focus Toolkit, Accredited Investment Fiduciary (AIF) designation, learning programs, fiduciary-focused data and custom reports, and Matrix Trust & Custody services for retirement plans.

Products and services

  • Fiduciary Focus Toolkit: An audit-ready software system that helps financial advisors manage and document a prudent investment process, emphasizing clear process management and comprehensive documentation
  • Fi360 Fiduciary Score: A quantitative tool evaluating investments across nine data points to determine whether they meet a minimum fiduciary standard of care
  • Data & Analytics Solutions: Data-driven services supplying fiduciary-focused data and custom reports for investment analysis and marketing materials applications

Key contacts

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Financial details

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1.2 - Competitors and similar companies to Fi360

JTC Logo

JTC

HQ: Jersey Website
  • Description: Provider of funding, trading, capital investment, and business consulting; fund administration for closed- and open-ended funds; company secretarial and admin for SMEs, public and multinational companies, sovereign wealth funds, family offices, and private clients; legal services (fund formation, corporate transactions, insolvency, litigation); trusts and foundations; banking and finance; regulatory compliance.
  • 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 JTC company profile →
InsurMark Logo

InsurMark

HQ: United States Website
  • Description: Provider of advisor development services specializing in retirement and asset protection financial 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 InsurMark company profile →
Trinitatum Logo

Trinitatum

HQ: United Kingdom Website
  • Description: Provider of test automation and consultancy for energy and financial services, offering the Triangle suite: business-language automated tests below the GUI for Openlink's Endur/Findur; core capabilities for Trading & Risk Management systems (database comparisons, file manipulations, integration with external systems); 1000+ Endur/Findur building blocks; dynamic testing; and Allegro-specific ETRM automation.
  • 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 Trinitatum company profile →
Astolfi Logo

Astolfi

HQ: Italy Website
  • Description: Provider of business development services that enable companies to secure subsidies and grants through various revenue projects.
  • 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 Astolfi company profile →
Grove Point Financial Logo

Grove Point Financial

HQ: United States Website
  • Description: Provider of investment and advisory services, building meaningful relationships with entrepreneurs through a boutique approach supported by the tools and resources of a large firm, working alongside their team and other 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 Grove Point Financial 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 Fi360

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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 Fi360

2.2 - Growth funds investing in similar companies to Fi360

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4 - Top valuation comps for Fi360

4.2 - Public trading comparable groups for Fi360

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4.3 - M&A Transactions similar to Fi360

Selected M&A transactions

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

About Fi360

What does Fi360 do?

Fi360 is a provider of fiduciary technology, software tools, data analytics, and education for financial advisors and intermediaries, including the Fi360 Fiduciary Score, Fiduciary Focus Toolkit, Accredited Investment Fiduciary (AIF) designation, learning programs, fiduciary-focused data and custom reports, and Matrix Trust & Custody services for retirement plans.

Who are Fi360's competitors?

Fi360's competitors and similar companies include JTC, InsurMark, Trinitatum, Astolfi, and Grove Point Financial.

Where is Fi360 headquartered?

Fi360 is headquartered in United States.

How many employees does Fi360 have?

Fi360 has 1,000 employees 🔒.

When was Fi360 founded?

Fi360 was founded in 2010 🔒.

What sector and industry vertical is Fi360 in?

Fi360 is in the Enterprise Software 🔒 sector and industry

M&A Buyers & Acquirers for Fi360

Who are the top strategic acquirers in Fi360's sector and industry

Top strategic M&A buyers and acquirers in Fi360's sector include ████████, ██████████, ██████, ████████, and ██████████ 🔒.

Which M&A buyer groups are most relevant for Fi360?

Top strategic M&A buyers groups and sectors for Fi360 include █████████████████ , ████████████████, █████████████, ████████████, and ████████████████ 🔒.

Financial Investors investing in Fi360's sector and industry vertical

Which are the top PE firms investing in Fi360's sector and industry vertical?

Top PE firms investing in Fi360's sector and industry vertical include ████████, ██████████, ████████, and ██████████ 🔒.

Who are the top buyout funds acquiring in Fi360's sector and industry vertical?

Active PE funds and buyout funds acquiring companies in Fi360's sector and industry vertical include █████████, ██████████, ████████████, and ████████████ 🔒.

Who are the top growth equity funds investing in companies in Fi360's sector and industry vertical?

Growth funds and venture capital funds investing in companies similar to Fi360 include █████████, ██████████, ████████████, and ████████████ 🔒.

Valuation benchmarks of companies in Fi360's sector and industry

Which are the key public companies that are relevant trading comps benchmarks for Fi360?

The key public trading comparables and valuation benchmarks for Fi360 include █████████, ██████████, ████████████, and ████████████ 🔒.

Which are the key trading comparable groups for Fi360 for public valuation benchmarks?

Our platform tracks detailed public trading comparable groups and valuation benchmarks for Fi360 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 Fi360's sector and industry vertical?

Our platform tracks relevant M&A transactions comparables and valuation benchmarks for Fi360 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 Fi360's' sector and industry vertical?

Access recent funding rounds and capital raises in Fi360'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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