Company profile: Loring Ward
1.1 - Company Overview
Company description
- Provider of investment models (flexible portfolio management, tax management, ESG); practice management (consulting, legal support, business transition, leadership coaching); back office support (multi-custodial oversight, account maintenance, paperless processes); vetted technology stack (planning platforms, client portals, investment analytics); advanced planning (complex cases; retirement, tax, estate); and marketing support for financial advisors.
Products and services
- Back Office Support: Delivers scalable operational-grade oversight across multiple custodians, handling account maintenance and instituting paperless processes to streamline advisor operations and reduce administrative friction
- Investment Models: Engineers institutional-grade portfolios offering flexible portfolio management, targeted tax management, and ESG products, enabling advisors to align investments with client values and manage taxes efficiently
- Practice Management: Supplies enterprise-level consulting, legal support, business transition resources, and leadership coaching to develop advisor practices, address legal matters, plan transitions, and strengthen leadership
Key contacts
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Financial details
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1.2 - Competitors and similar companies to Loring Ward
Cardinal Investment Advisors
HQ: United States
Website
- Description: Provider of investment consulting services helping clients align their investment strategies to support their operations.
- 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 Cardinal Investment Advisors company profile →
Crescent Energy
HQ: United States
Website
- Description: Provider of energy as a U.S. independent energy company with a portfolio of assets in basins across the lower 48 states, leveraging an acquisition strategy and consistent return of capital to deliver shareholder value.
- 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 Crescent Energy company profile →
Pantheon Infrastructure
HQ: United Kingdom
Website
- Description: Provider of investor access to a global, diverse portfolio of high-quality infrastructure assets through direct co-investments.
- 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 Pantheon Infrastructure company profile →
RoboAdvisors
HQ: United Kingdom
Website
- Description: Provider of a robo advisor comparison service helping visitors choose the best robo advisor for their unique requirements, delivered via an easy-to-use platform with ambitions to become the leading global comparison site and set the industry standard.
- 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 RoboAdvisors company profile →
Astolfi
HQ: Italy
Website
- Description: Provider of business development services that enable companies to secure subsidies and grants through various revenue projects.
- 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 Astolfi 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 Loring Ward
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Buyer group 2: ████████ ████████
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Buyer group 3: ████████ ████████
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3. Investors and private equity firms
3.1 - Buyout funds investing in similar companies to Loring Ward
2.2 - Growth funds investing in similar companies to Loring Ward
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4 - Top valuation comps for Loring Ward
4.2 - Public trading comparable groups for Loring Ward
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