Company profile: Silver Management
1.1 - Company Overview
Company description
- Provider of portfolio management and performance measurement services, delivering scalable business and technology solutions for advisory and wealth management firms. Products include Silver Cost Basis, a regulatory cost basis processing solution for brokerage and digital currency brokers, and Wealth Harmony, a cloud-based wealth platform with unified data and third-party integrations.
Products and services
- Portfolio Management & Performance Measurement Services: Delivers portfolio management and performance measurement for advisory and wealth management companies using scalable business-and-technology systems designed to be seamless and innovative
- Silver Cost Basis: A regulatory cost basis processing system for brokerage firms and digital currency brokers, ensuring compliance and reducing operating expenses
- Wealth Harmony: A cloud-based wealth technology platform featuring a unified data foundation and third-party integrations, designed to help investment firms grow their businesses
Key contacts
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Financial details
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1.2 - Competitors and similar companies to Silver Management
The Catalyst Group
HQ: Cayman Islands
Website
- Description: Provider of accounting, fund administration, and venture capital services for digital automation.
- 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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Signator Investors
HQ: United States
Website
- Description: Provider of dual-registered broker dealer/investment adviser services with a national network of independent firms and more than 2,000 financial professionals across the U.S., offering the stability and scale to deliver an innovative business model as a leader in the financial services industry.
- 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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First Affirmative
HQ: United States
Website
- Description: Provider of registered investment advisory services specializing in Sustainable, Responsible, Impact (SRI) investing, based in Colorado and serving clients through a nationwide network of investment professionals since 1988.
- 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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ABC Arbitrage
HQ: France
Website
- Description: Provider of arbitrage strategy design and implementation across European and American financial markets; third-party asset management; quantitative trading and research; and internal development of trading platforms and back-office systems, leveraging technology and algorithms to track market inefficiencies, alongside financial operations managing transactions and interactions with financial counterparties.
- 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 ABC Arbitrage company profile →
Fintel
HQ: United Kingdom
Website
- Description: Provider of fintech and support services, offering intermediary business support through SimplyBiz and financial information, ratings, and fintech via Defaqto. Solutions include proprietary advice technology, intermediary support services, Distribution as a Service, an ESG research platform, and a financial wellbeing platform.
- 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 Fintel 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 Silver Management
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3. Investors and private equity firms
3.1 - Buyout funds investing in similar companies to Silver Management
2.2 - Growth funds investing in similar companies to Silver Management
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4 - Top valuation comps for Silver Management
4.2 - Public trading comparable groups for Silver Management
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