Company profile: Grove Point Financial
1.1 - Company Overview
Company 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.
Products and services
🔒
Key contacts
🔒
🔒
Financial details
🔒
1.2 - Competitors and similar companies to Grove Point 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 →
National Retirement Services
HQ: United States
Website
- Description: Provider of administration and processing solutions for employee benefit plans and charitable programs, with trust administration and custom solutions for nonprofit organizations, retirement plans, and investment managers. Through subsidiary Global Trust Company, offers fiduciary services for collective investment trusts and other 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 National Retirement Services company profile →
Hickory Asset Management
HQ: United States
Website
- Description: Provider of comprehensive financial planning and portfolio management services as an independent RIA.
- 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 Hickory Asset Management company profile →
Inbhear
HQ: Ireland
Website
- Description: Provider of fund administration services tailored to the needs of investment managers targeting the long-term growth of capital.
- 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 Inbhear company profile →
Ultimus Fund Solutions
HQ: United States
Website
- Description: Provider of mutual fund and investment servicing solutions, including fund administration and accounting for open- and closed-end funds; organizational, transfer agent and shareholder services; middle office support for SMAs, private funds and institutional portfolios; investor servicing via platforms like uTRANSACT; data access through uCONNECT; and conversion services for transitioning fund structures.
- 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 Ultimus Fund Solutions 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 Grove Point 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 Grove Point Financial
2.2 - Growth funds investing in similar companies to Grove Point Financial
🔒
View all growth equity funds with complete profiles
Start Free Trial →
4 - Top valuation comps for Grove Point Financial
4.2 - Public trading comparable groups for Grove Point Financial
🔓 Unlock all public trading comparable groups with complete valuation data
Start Free Trial →