Company profile: Plenti Financial
1.1 - Company Overview
Company description
- Provider of mortgage, brokerage, 1031 exchange, and guaranteed tax saver loan services, including a No Fee 1031 Exchange that leverages technology to reduce costs; secure fund management via individual FDIC-insured, segregated accounts with fraud prevention and data encryption; and interest sharing on exchange funds typically reserved for institutional investors.
Products and services
- Secure Fund Management: Delivers individual FDIC-insured account custody with segregated accounts, advanced fraud prevention, and strong data encryption to safeguard exchange funds and investor capital
- No Fee 1031 Exchange: Architects technology-driven exchange administration that eliminates transactional fees, reduces costs, and shares interest accrued on held exchange funds back to clients
- Interest Sharing: Offers institutional-grade distribution of interest earned on custodial exchange funds directly to clients, a benefit typically reserved for larger institutional investors
Key contacts
🔒
🔒
Financial details
🔒
1.2 - Competitors and similar companies to Plenti Financial
Critical Resource
HQ: United Kingdom
Website
- Description: Provider of consulting services specializing in achieving project outcomes, group-level strategy, and climate change 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 Critical Resource company profile →
SDCL
HQ: United Kingdom
Website
- Description: Provider of clean energy and energy efficiency project finance and asset management via specialist funds, delivering energy efficiency projects; on-site generation (solar, cogeneration, renewable heat); battery energy storage; and device-level energy monitoring. Also invests growth equity and manages the Green Energy Solutions Fund investing in Europe and the US, with government-partnered funds in the UK, Ireland and Singapore and launching in New York and China.
- 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 SDCL company profile →
Starks Financial
HQ: United States
Website
- Description: Provider of financial planning and investment management 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 Starks Financial company profile →
Clifton Asset Management
HQ: United Kingdom
Website
- Description: Provider of specialist financial services to businesses and individuals across the UK since 1986, including business funding, wealth management, auto-enrolment, exit strategies, employee benefits, and individual and corporate protection. Offers pension trustee and administration (SSAS, SIPP), consulting and transfers, platform-only managed portfolios for Financial Advisers, adviser partnerships and support, and tech via Connects – X and MyViewpoint.
- 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 Clifton Asset Management company profile →
Derivative Partners
HQ: Switzerland
Website
- Description: Provider of independent information and data for structured products and derivatives, delivering solutions to more than 40 market participants, including issuers, private banks, asset managers and exchanges, with valuations of option-linked securities and complex financial products.
- 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 Derivative Partners 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 Plenti Financial
🔒
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 Plenti Financial
2.2 - Growth funds investing in similar companies to Plenti Financial
🔒
View all growth equity funds with complete profiles
Start Free Trial →
4 - Top valuation comps for Plenti Financial
4.2 - Public trading comparable groups for Plenti Financial
🔓 Unlock all public trading comparable groups with complete valuation data
Start Free Trial →