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Company profile: Investia

1.1 - Company Overview

Investia Logo

Investia

Headquarter: Canada
Founded: 20XX🔒
Employees: 100-500🔒

Company description

  • Provider of mutual funds and segregated fund products and services, plus tax-advantaged savings and retirement accounts including TFSA, RRSP, LIRA, and RRIF, supporting investment growth and retirement income.

Products and services

  • Mutual Funds: Investia produces regulated fund products that allow investors to pool money to access global markets and a wide selection of investments
  • Segregated Funds: Investia offers insurance-backed investment products that combine investment and insurance benefits, providing potential growth alongside protection features within a single plan
  • Registered Retirement Savings Plan (RRSP): Investia supplies tax-advantaged retirement accounts that offer tax benefits, allowing contributions to lower taxable income

Key contacts

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Financial details

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1.2 - Competitors and similar companies to Investia

Wyden Logo

Wyden

HQ: Switzerland Website
  • Description: Provider of institutional digital asset trading technology and services for institutions, funds, and asset managers, covering the entire trade lifecycle and supporting seamless custody, core banking, and portfolio management system integration, with full trade lifecycle automation to streamline digital asset trading.
  • 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 Wyden company profile →
RealtyShares Logo

RealtyShares

HQ: United States Website
  • Description: Provider of a real estate investment platform giving investors direct access to quality commercial real estate opportunities and connecting individual and institutional investors with experienced real estate operators raising capital. Offers account management services, financial matchmaking between investors and managers, and accredited investor verification.
  • 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 RealtyShares company profile →
Clarity AI Logo

Clarity AI

HQ: United States Website
  • Description: Provider of a sustainability technology platform using machine learning and big data to deliver environmental and social insights to investors and organizations. Offers a web app, APIs/widgets, and impact, risk, and climate modules for sustainability data, analysis, reporting, portfolio simulation, ESG risks, corporate controversies and exposure screens, SDG impact, carbon emissions, Net Zero alignment, and TCFD reporting.
  • 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 Clarity AI company profile →
CashCalc Logo

CashCalc

HQ: United Kingdom Website
  • Description: Provider of an online suite of tools designed to support the entire financial planning process.
  • 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 CashCalc company profile →
Pariti Logo

Pariti

HQ: United Kingdom Website
  • Description: Provider of a money management application platform whose free app connects to bank accounts and credit cards to offer a simplified view of finances and a plan for improvement, automatically forecasting upcoming income and bills to calculate weekly spending and provide proactive warnings.
  • 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 Pariti 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 Investia

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Buyer group 1: ████████ ████████

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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 Investia

2.2 - Growth funds investing in similar companies to Investia

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4 - Top valuation comps for Investia

4.2 - Public trading comparable groups for Investia

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4.3 - M&A Transactions similar to Investia

Selected M&A transactions

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

About Investia

What does Investia do?

Investia is a provider of mutual funds and segregated fund products and services, plus tax-advantaged savings and retirement accounts including TFSA, RRSP, LIRA, and RRIF, supporting investment growth and retirement income.

Who are Investia's competitors?

Investia's competitors and similar companies include Wyden, RealtyShares, Clarity AI, CashCalc, and Pariti.

Where is Investia headquartered?

Investia is headquartered in Canada.

How many employees does Investia have?

Investia has 1,000 employees 🔒.

When was Investia founded?

Investia was founded in 2010 🔒.

What sector and industry vertical is Investia in?

Investia is in the Enterprise Software 🔒 sector and industry

M&A Buyers & Acquirers for Investia

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

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

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

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

Financial Investors investing in Investia's sector and industry vertical

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

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

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

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

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

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

Valuation benchmarks of companies in Investia's sector and industry

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

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

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

Our platform tracks detailed public trading comparable groups and valuation benchmarks for Investia 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 Investia's sector and industry vertical?

Our platform tracks relevant M&A transactions comparables and valuation benchmarks for Investia 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 Investia's' sector and industry vertical?

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