📊 This is a company profile preview from Tablestat.com Request a Free Trial Now

Company profile: Silver Management

1.1 - Company Overview

Silver Management Logo

Silver Management

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

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

🔒
🔒

Financial details

🔒

1.2 - Competitors and similar companies to Silver Management

The Catalyst Group Logo

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
  • Employees: ●●●●●
  • Total funding raised: $●●●m
  • Backers: ●●●●●●●●●●
  • Acquisitions: ●●
View full The Catalyst Group company profile →
Signator Investors Logo

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: ●●
View full Signator Investors company profile →
First Affirmative Logo

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: ●●
View full First Affirmative company profile →
ABC Arbitrage Logo

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 Logo

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 →
🔒

2.M&A buyers

2.1 Potential strategic acquirers in the sector

🔒
🔒
🔒
🔒 View all strategic buyers with complete profiles
Start Free Trial →

2.2 - Strategic buyer groups for Silver Management

🔒

Buyer group 1: ████████ ████████

●● companies
Description: ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████
Key Products: ████████, ████████, ████████, ████████
🔒 View all companies in this group
Request Free Trial Now →
🔒

Buyer group 2: ████████ ████████

●● companies
Description: ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████
Key Products: ████████, ████████, ████████, ████████
🔒 View all companies in this group
Request Free Trial Now →
🔒

Buyer group 3: ████████ ████████

●● companies
Description: ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████
Key Products: ████████, ████████, ████████, ████████
🔒 View all companies in this group
Request Free Trial Now →
🔓 Unlock all detailed buyer group breakdowns with complete company profiles
Start Free Trial →

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

🔒 View all growth equity funds with complete profiles
Start Free Trial →

4 - Top valuation comps for Silver Management

4.2 - Public trading comparable groups for Silver Management

🔓 Unlock all public trading comparable groups with complete valuation data
Start Free Trial →

4.3 - M&A Transactions similar to Silver Management

Selected M&A transactions

Date Target Description Buyer(s) Relevance EV EV/Revenue EV/EBITDA
🔒 View all M&A transactions with complete deal terms
Request Free Trial Now →

Frequently Asked Questions

About Silver Management

What does Silver Management do?

Silver Management is a 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.

Who are Silver Management's competitors?

Silver Management's competitors and similar companies include The Catalyst Group, Signator Investors, First Affirmative, ABC Arbitrage, and Fintel.

Where is Silver Management headquartered?

Silver Management is headquartered in United States.

How many employees does Silver Management have?

Silver Management has 1,000 employees 🔒.

When was Silver Management founded?

Silver Management was founded in 2010 🔒.

What sector and industry vertical is Silver Management in?

Silver Management is in the Enterprise Software 🔒 sector and industry

M&A Buyers & Acquirers for Silver Management

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

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

Which M&A buyer groups are most relevant for Silver Management?

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

Financial Investors investing in Silver Management's sector and industry vertical

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

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

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

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

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

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

Valuation benchmarks of companies in Silver Management's sector and industry

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

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

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

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

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

Access recent funding rounds and capital raises in Silver Management'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?

Access complete buyer lists, valuation data, and M&A intelligence for Silver Management

Launch login modal Launch register modal