Company profile: Quicken
1.1 - Company Overview
Company description
- Provider of personal finance management software and apps for consumers, including Quicken Simplifi for web and mobile budgeting, savings, loans, bills, and investments; Quicken Classic for Mac and Classic Premier for Mac for account, spending, and investment management with bill pay and priority support; Quicken Classic Starter for essential tracking; and Quicken Classic Bill Manager for bill tracking and payments.
Products and services
- Quicken Simplifi: A cross-platform web and mobile app that organizes budgeting, savings, loan details, bill schedules, and investment tracking for personal finances within a unified interface
- Quicken Classic Premier for Mac: A premium-tier macOS desktop application that augments Quicken for Mac, including bill payment features and priority customer support for advanced financial management
- Quicken Classic for Mac: A macOS-native desktop product that manages accounts, tracks spending, and handles investment portfolio management for Mac users seeking comprehensive personal finance oversight
Key contacts
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Financial details
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1.2 - Competitors and similar companies to Quicken
Affinia Financial Group
HQ: United States
Website
- Description: Provider of registered financial advisory services offering wealth management and planning. Services include comprehensive financial planning reflecting clients' life circumstances and aspirations, fiduciary investment management aligning portfolios with financial plans considering risk, return objectives, and cash flow needs, and special needs financial planning to help families plan for the future and lifelong needs of a child with a disability.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
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- Total funding raised: $●●●m
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View full Affinia Financial Group company profile →
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: ●●●●●●●●●●
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HomeUnion
HQ: United States
Website
- Description: Provider of real estate investment management through an investment platform offering high-income, single-family cash-flow homes nationwide for real estate investors, connecting a network of property providers who remain as managers after purchase to ensure a single point of accountability and rental income.
- 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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Milestone Group
HQ: Australia
Website
- Description: Provider of global investment technology solutions and automation for asset managers, fund product manufacturers, fund distributors, life and pension companies, and fund service providers, leveraging consulting and operational heritage to understand the bigger picture.
- 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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Snap Projections
HQ: Canada
Website
- Description: Provider of intuitive financial planning software that helps wealth professionals build customized wealth and retirement plans for their clients. It is easy to use, super quick, flexible to model a variety of client-specific situations, and produces reports clients understand and appreciate.
- 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 Snap Projections 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 Quicken
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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 Quicken
2.2 - Growth funds investing in similar companies to Quicken
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4 - Top valuation comps for Quicken
4.2 - Public trading comparable groups for Quicken
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