Company profile: AltExchange
1.1 - Company Overview
Company description
- Provider of an alternative investment reporting and management platform for investors, advisors, and tax consultants, offering AdvisorVue to aggregate portfolios, standardize data, and automate reporting; a Digital Custodian Platform for asset managers to standardize reporting and integrate with advisors' systems; real-time fund admin syncing, capital call and distribution notices; client dashboards; full onboarding; and automated tax document collection.
Products and services
- Automated Alternative Investment Management Technology: A real-time-synced system that automates alternative investment management with real-time fund admin syncing, reporting, and capital call and distribution notices
- AltExchange AdvisorVue: A data-standardized platform that aggregates client alternative investment portfolios, standardizes datasets, and automates reporting workflows for financial advisors overseeing investor holdings
- AltExchange Digital Custodian Platform (DCP): An advisor-integrated system for asset managers that standardizes reporting data, automates investor reporting, and integrates with advisors' systems to enhance offerings and expand client reach
Key contacts
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Financial details
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1.2 - Competitors and similar companies to AltExchange
Warwick Financial Solutions
HQ: United Kingdom
Website
- Description: Provider of retirement, investment, mortgage, and equity services, as well as services for solicitors and accountants.
- 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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Getaway
HQ: United States
Website
- Description: Provider of design- and data-driven guidance for real estate investors, enabling property showcasing and access to property details, amenities, market performance, and location overviews.
- 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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Cascades Foodservice
HQ: Canada
Website
- Description: Provider of retirement fund management software and planning tools for brokers and financial advisors, including Milestones Retirement Insights for Canadian tax-efficient strategies and personalized retirement plans, and the Retirement Insights API to create tax-efficient retirement income strategies without manual calculations.
- 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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Acasa
HQ: United Kingdom
Website
- Description: Provider of a household management and bill-splitting app for students, sharers, couples, and young renters. Available on web, iOS, and Android, it enables households to set up, manage, split and pay bills to help people live better together.
- 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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Capitolis
HQ: United States
Website
- Description: Provider of capital market solutions through a Capital Marketplace that connects global banks with institutional investors for diversified capital and investment opportunities, and Portfolio Optimization services that reduce capital requirements and costs by offsetting redundant positions with other banks or counterparties.
- 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 Capitolis 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 AltExchange
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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 AltExchange
2.2 - Growth funds investing in similar companies to AltExchange
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4 - Top valuation comps for AltExchange
4.2 - Public trading comparable groups for AltExchange
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