Company profile: Smith Company
1.1 - Company Overview
Company description
- Provider of concierge-level insurance planning solutions for insurance professionals, financial planners, investment advisors, and high-net-worth clients. Offerings include advanced life insurance planning, wealth transfer and preservation, estate and business continuation planning, charitable giving and legacy strategies, valued advisor education, and a virtual insurance department.
Products and services
- Advanced Life Insurance Planning: Architects advisor-integrated strategies for high-net-worth clients to manage life insurance policies effectively, backed by concierge-level, one-on-one support for insurance professionals and financial planners
- Life Insurance Planning: Engineers estate-optimized strategies prioritizing wealth transfer and preservation for high-net-worth individuals, delivering personal, concierge-level guidance and coordinated support to investment advisors and insurance professionals
- Wealth Transfer Planning: Constructs tax-efficiency-driven arrangements to minimize costs when passing wealth to heirs, with one-on-one support and valued advisor education tailored for financial planners and insurance professionals
Key contacts
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Financial details
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1.2 - Competitors and similar companies to Smith Company
Harbour Pensions
HQ: Portugal
Website
- Description: Provider of international retirement scheme administration, offering the security of dealing with an experienced, well-respected Retirement Scheme Administrator, backed by a team with legal, financial, banking and pensions expertise.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
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Evolve Pensions
HQ: United Kingdom
Website
- Description: Provider of workplace pension services to pension schemes, employers, trustees, and consultants, offering support for pension schemes and their trustee boards.
- 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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Papaya Growth Opportunity
HQ: United States
Website
- Description: Provider of partnership agency services as Papaya Growth Opportunity Corp. I (NASDAQ: PPYAU).
- 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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First Derivative
HQ: United Kingdom
Website
- Description: Provider of capital markets consulting addressing operational, data, and technology challenges in financial markets; KX Technology services incorporating the kdb+ time-series database for in-memory computing and streaming analytics; and application engineering, data engineering, data architecture, and modernisation & cloud services to update and migrate systems to cloud environments.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
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- Acquisitions: ●●
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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 →
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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 Smith Company
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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 Smith Company
2.2 - Growth funds investing in similar companies to Smith Company
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4 - Top valuation comps for Smith Company
4.2 - Public trading comparable groups for Smith Company
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