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Company profile: SS&C Advent

1.1 - Company Overview

SS&C Advent Logo

SS&C Advent

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

Company description

  • Provider of portfolio management and accounting software and services for investment firms, including Geneva for global portfolio and investor accounting/reporting; Black Diamond Wealth Platform for client interactions and operational efficiency; Advent Portfolio Exchange (APX) for managing portfolio, relationship, and prospect data; Moxy for portfolio modeling through trade settlement; Advent Outsourcing Services; and Genesis Platform.

Products and services

  • Geneva: A global-scale portfolio management and accounting platform delivering comprehensive portfolio and investor accounting and reporting to automate portfolio accounting for investment management firms
  • Advent Portfolio Exchange (APX): A centralized platform for managing portfolio, relationship, and prospect data, enabling consolidated portfolio records, relationship details, and prospect information management
  • Black Diamond Wealth Platform: A hub for advisory businesses enhancing client interactions and operational efficiency through client engagement capabilities and operational tools tailored for advisory workflows

Key contacts

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Financial details

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1.2 - Competitors and similar companies to SS&C Advent

Wealthsimple Logo

Wealthsimple

HQ: Canada Website
  • Description: Provider of financial tools to help investors grow and manage their money, including professionally managed, diversified ETF portfolios tailored to goals; commission-free self-directed trading in stocks, ETFs, and over 60 cryptocurrencies; a high-interest chequing account with no monthly fees; a TFSA calculator; and low-fee RESP portfolios with automatic investment.
  • 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 Wealthsimple company profile →
DocSend Logo

DocSend

HQ: United States Website
  • Description: Provider of secure document sharing and tracking solutions for business-critical content. Features include advanced data rooms, real-time analytics and link insights, customizable access, passcode protection, download control, access expiration, Spaces for branded multi-document sharing with version control, and one-click NDA.
  • 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 DocSend company profile →
RPM Technologies Logo

RPM Technologies

HQ: Canada Website
  • Description: Provider of digital wealth management software solutions for banks, IIROC brokers, MFDA dealers, and asset managers; Canadian-based.
  • 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 RPM Technologies company profile →
Wealthify Logo

Wealthify

HQ: United Kingdom Website
  • Description: Provider of effortless, transparent, and affordable investing for Britons, enabling people without market expertise to invest and grow their money. Cardiff-based fintech launching in early 2016.
  • 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 Wealthify company profile →
RoyaltyStat Logo

RoyaltyStat

HQ: United States Website
  • Description: Provider of online databases and analytics for transfer pricing and intellectual property analysis, including a Royalty Rates Database with over 23,500 license agreements and disclosed rates, a Service Agreements Database with over 11,000 agreements and varied remuneration, transfer pricing benchmarking and comparability tools, and a Resource Center for expertise and learning.
  • 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 RoyaltyStat 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 SS&C Advent

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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 SS&C Advent

2.2 - Growth funds investing in similar companies to SS&C Advent

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4 - Top valuation comps for SS&C Advent

4.2 - Public trading comparable groups for SS&C Advent

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4.3 - M&A Transactions similar to SS&C Advent

Selected M&A transactions

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

About SS&C Advent

What does SS&C Advent do?

SS&C Advent is a provider of portfolio management and accounting software and services for investment firms, including Geneva for global portfolio and investor accounting/reporting; Black Diamond Wealth Platform for client interactions and operational efficiency; Advent Portfolio Exchange (APX) for managing portfolio, relationship, and prospect data; Moxy for portfolio modeling through trade settlement; Advent Outsourcing Services; and Genesis Platform.

Who are SS&C Advent's competitors?

SS&C Advent's competitors and similar companies include Wealthsimple, DocSend, RPM Technologies, Wealthify, and RoyaltyStat.

Where is SS&C Advent headquartered?

SS&C Advent is headquartered in United States.

How many employees does SS&C Advent have?

SS&C Advent has 1,000 employees 🔒.

When was SS&C Advent founded?

SS&C Advent was founded in 2010 🔒.

What sector and industry vertical is SS&C Advent in?

SS&C Advent is in the Enterprise Software 🔒 sector and industry

M&A Buyers & Acquirers for SS&C Advent

Who are the top strategic acquirers in SS&C Advent's sector and industry

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

Which M&A buyer groups are most relevant for SS&C Advent?

Top strategic M&A buyers groups and sectors for SS&C Advent include █████████████████ , ████████████████, █████████████, ████████████, and ████████████████ 🔒.

Financial Investors investing in SS&C Advent's sector and industry vertical

Which are the top PE firms investing in SS&C Advent's sector and industry vertical?

Top PE firms investing in SS&C Advent's sector and industry vertical include ████████, ██████████, ████████, and ██████████ 🔒.

Who are the top buyout funds acquiring in SS&C Advent's sector and industry vertical?

Active PE funds and buyout funds acquiring companies in SS&C Advent's sector and industry vertical include █████████, ██████████, ████████████, and ████████████ 🔒.

Who are the top growth equity funds investing in companies in SS&C Advent's sector and industry vertical?

Growth funds and venture capital funds investing in companies similar to SS&C Advent include █████████, ██████████, ████████████, and ████████████ 🔒.

Valuation benchmarks of companies in SS&C Advent's sector and industry

Which are the key public companies that are relevant trading comps benchmarks for SS&C Advent?

The key public trading comparables and valuation benchmarks for SS&C Advent include █████████, ██████████, ████████████, and ████████████ 🔒.

Which are the key trading comparable groups for SS&C Advent for public valuation benchmarks?

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What are recent M&A transactions in SS&C Advent's sector and industry vertical?

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

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