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Company profile: Plenty

1.1 - Company Overview

Plenty Logo

Plenty

Headquarter: United States
Founded: 20XX🔒
Employees: 100-500🔒

Company description

  • Provider of a financial planning application that offers individualized insights at reasonable prices to help customers achieve financial independence and manage their wealth.

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 Plenty

Virtu ITG Logo

Virtu ITG

HQ: United States Website
  • Description: Provider of agency brokerage and financial markets technology for asset managers and hedge funds, offering high-touch and electronic execution, ETF and portfolio trading, market making liquidity, workflow tools (ITG Net, RFQ-hub, Algo Wheel, Triton EMS), a data-as-a-service API platform, liquidity sourcing via POSIT ATS/MTF and MatchIt ATS, and trading analytics.
  • 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 Virtu ITG company profile →
Toodalu Logo

Toodalu

HQ: United States Website
  • Description: Provider of custom mobile applications with integrated loyalty programs that turn everyday purchases into donations for favorite causes, enabling social giving and saving through simple credit card transactions. Helps users save money, explore local businesses, create social connections, and support charitable organizations.
  • 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 Toodalu company profile →
Nest Wealth Logo

Nest Wealth

HQ: Canada Website
  • Description: Provider of Canada's first SaaS-based digital wealth management platform for advisors and individual investors, offering Nest Wealth Pro (digital onboarding with CRM integration), Nest Wealth Plus (advisor platform with low-cost passive and actively managed portfolios and paperless onboarding), RazorPlan (financial planning software for Canadian advisors), and Nest Wealth Direct (personalized portfolios with support from portfolio 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: ●●
View full Nest Wealth company profile →
OneVest Logo

OneVest

HQ: Canada Website
  • Description: Provider of a Wealth-as-a-Service platform delivering wealth management and financial services to enterprises, including tools for launching and operating automated investment advisors (Robo-Advisor and Robo-in-a-Box), a unified client management platform for data, analytics, and compliance, risk management with real-time data and fraud tools, and analytics and reporting with dashboards and business insights.
  • 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 OneVest company profile →
AJ Bell Logo

AJ Bell

HQ: United Kingdom Website
  • Description: Provider of online investment platforms and stockbroker services, offering SIPP, ISA and dealing accounts, curated AJ Bell Favourite Funds, AJ Bell Starter Portfolios, and the VT AJ Bell Responsible Growth Fund. Delivers award-winning investment products with excellent service and online functionality at low cost.
  • 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 AJ Bell 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 Plenty

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Buyer group 1: ████████ ████████

●● companies
Description: ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████
Key Products: ████████, ████████, ████████, ████████
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Buyer group 2: ████████ ████████

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Description: ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████
Key Products: ████████, ████████, ████████, ████████
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Buyer group 3: ████████ ████████

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Description: ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████
Key Products: ████████, ████████, ████████, ████████
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3. Investors and private equity firms

3.1 - Buyout funds investing in similar companies to Plenty

2.2 - Growth funds investing in similar companies to Plenty

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4 - Top valuation comps for Plenty

4.2 - Public trading comparable groups for Plenty

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4.3 - M&A Transactions similar to Plenty

Selected M&A transactions

Date Target Description Buyer(s) Relevance EV EV/Revenue EV/EBITDA
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Frequently Asked Questions

About Plenty

What does Plenty do?

Plenty is a provider of a financial planning application that offers individualized insights at reasonable prices to help customers achieve financial independence and manage their wealth.

Who are Plenty's competitors?

Plenty's competitors and similar companies include Virtu ITG, Toodalu, Nest Wealth, OneVest, and AJ Bell.

Where is Plenty headquartered?

Plenty is headquartered in United States.

How many employees does Plenty have?

Plenty has 1,000 employees 🔒.

When was Plenty founded?

Plenty was founded in 2010 🔒.

What sector and industry vertical is Plenty in?

Plenty is in the Enterprise Software 🔒 sector and industry

M&A Buyers & Acquirers for Plenty

Who are the top strategic acquirers in Plenty's sector and industry

Top strategic M&A buyers and acquirers in Plenty's sector include ████████, ██████████, ██████, ████████, and ██████████ 🔒.

Which M&A buyer groups are most relevant for Plenty?

Top strategic M&A buyers groups and sectors for Plenty include █████████████████ , ████████████████, █████████████, ████████████, and ████████████████ 🔒.

Financial Investors investing in Plenty's sector and industry vertical

Which are the top PE firms investing in Plenty's sector and industry vertical?

Top PE firms investing in Plenty's sector and industry vertical include ████████, ██████████, ████████, and ██████████ 🔒.

Who are the top buyout funds acquiring in Plenty's sector and industry vertical?

Active PE funds and buyout funds acquiring companies in Plenty's sector and industry vertical include █████████, ██████████, ████████████, and ████████████ 🔒.

Who are the top growth equity funds investing in companies in Plenty's sector and industry vertical?

Growth funds and venture capital funds investing in companies similar to Plenty include █████████, ██████████, ████████████, and ████████████ 🔒.

Valuation benchmarks of companies in Plenty's sector and industry

Which are the key public companies that are relevant trading comps benchmarks for Plenty?

The key public trading comparables and valuation benchmarks for Plenty include █████████, ██████████, ████████████, and ████████████ 🔒.

Which are the key trading comparable groups for Plenty for public valuation benchmarks?

Our platform tracks detailed public trading comparable groups and valuation benchmarks for Plenty with complete valuation multiples, growth metrics, and profitability data. Access the full database to benchmark your company against relevant public comparables.

What are recent M&A transactions in Plenty's sector and industry vertical?

Our platform tracks relevant M&A transactions comparables and valuation benchmarks for Plenty with complete deal terms, valuation multiples, and strategic rationale. Access the full database to benchmark pricing and identify active acquirers.

What are recent capital raises and funding rounds in Plenty's' sector and industry vertical?

Access recent funding rounds and capital raises in Plenty's sector and industry vertical including growth equity, venture capital, and buyout investments. Our database includes round size, lead investors and valuations.

Ready to Find the Right Buyers?

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