Company profile: Delta Data
1.1 - Company Overview
Company description
- Provider of SaaS solutions for the pooled asset industry (mutual funds, CITs), addressing complex challenges by anticipating and solving compliance mandates, mitigating risk, and improving process efficiencies. Offers product and data management to drive profitability, enhance customer service, and support competitive advantage.
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 Delta Data
Canoe Intelligence
HQ: United States
Website
- Description: Provider of AI-driven document management and data extraction solutions for alternative investment allocators and investors, helping streamline data management and transform post-investment operations, monitoring, and reporting through industry expertise, machine-learning, and data capture technologies.
- 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 Canoe Intelligence company profile →
NuWealth
HQ: United Kingdom
Website
- Description: Provider of a curated fractional thematic investment platform and app offering GIAs, Stocks & Shares ISAs and Junior ISAs to invest in US, UK and EU stocks, ETFs, funds and fractional shares, with unlimited commission-free investing, instant deposits and Auto Invest, plus savings accounts with interest linked to the Bank of England base rate and easy access.
- 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 NuWealth company profile →
SS&C
HQ: United States
Website
- Description: Provider of investment and financial software-enabled services and software for the global financial services industry, offering fund and hedge fund administration; private markets fund administration, tax, investor services, and technology; bespoke client communications and portfolio insights; CRM for asset managers; and distribution solutions to support AUM growth.
- 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 SS&C company profile →
City Networks
HQ: United Kingdom
Website
- Description: Provider of software and services for reconciliation, multi-asset process automation, and operational risk management.
- 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 City Networks company profile →
ImpulseSave
HQ: United States
Website
- Description: Provider of a free banking platform and web/mobile products that enable people to save from their mobile phones on ecommerce sites such as Amazon, helping consumers level the playing field.
- 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 ImpulseSave 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 Delta Data
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Key Products: ████████, ████████, ████████, ████████
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Buyer group 2: ████████ ████████
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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 Delta Data
2.2 - Growth funds investing in similar companies to Delta Data
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4 - Top valuation comps for Delta Data
4.2 - Public trading comparable groups for Delta Data
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