Company profile: Planning Solutions Group
1.1 - Company Overview
Company description
- Provider of financial advisory and planning services focused on innovative concepts for wealth creation and preservation. Staffed by two partners with over 50 years of combined industry experience, associate planners, and support staff including an attorney who provides advanced estate and tax.
Products and services
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Key contacts
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Financial details
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1.2 - Competitors and similar companies to Planning Solutions Group
Viteos
HQ: United States
Website
- Description: Provider of a business processing solution for hedge funds and asset managers.
- 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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Petra Funds
HQ: United States
Website
- Description: Provider of fund administration, compliance, GP administration, ESG advisory, and launch advisory/operational support for private equity, venture, and private debt funds. Services include accounting and reporting, meeting regulatory obligations, managing GP co-investing and carried interest, and ESG monitoring and disclosure programs.
- 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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Sunrise Brokers
HQ: United Kingdom
Website
- Description: Provider of broking services across equity, credit, FX, hybrid and commodity derivatives. Offers 24-hour global equity derivatives coverage and liquidity in single stock, index, swaps and exotics; brokerage in exotic and vanilla commodities including index options, base and precious metals; credit derivatives including CDS, options, indices and bespoke baskets; and global cash equities execution for institutional clients.
- 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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Informed Financial Advice
HQ: Australia
Website
- Description: Provider of mortgage, investment, pension, and protection advice, not tied to a single supplier and searching the whole market to identify suitable products and services, with additional services including reviews and rebalancing advice.
- 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 Informed Financial Advice company profile →
FairX
HQ: United States
Website
- Description: Provider of a CFTC-regulated futures exchange offering smaller, simpler, more accessible futures designed for active individual retail investors, developed in collaboration with industry partners.
- 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 FairX 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 Planning Solutions Group
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Buyer group 2: ████████ ████████
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Buyer group 3: ████████ ████████
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Key Products: ████████, ████████, ████████, ████████
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3. Investors and private equity firms
3.1 - Buyout funds investing in similar companies to Planning Solutions Group
2.2 - Growth funds investing in similar companies to Planning Solutions Group
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4 - Top valuation comps for Planning Solutions Group
4.2 - Public trading comparable groups for Planning Solutions Group
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