Company profile: Aligned Capital Partners
1.1 - Company Overview
Company description
- Provider of an advisor-focused platform and services, including the Aligned360 suite of resources and tools designed to adapt to the evolving financial industry; a Client Experience Division offering centralized support; Transition Services with custom plans; a Business Integrity Division for compliance and regulatory reporting; and a Finance Team guiding financial processes and efficiencies.
Products and services
- Business Integrity Division: A regulatory reporting–focused unit that manages compliance, orchestrates risk mitigation, and ensures adherence to securities laws and regulations through dedicated oversight for advisors
- Aligned360 Platform: An adaptive, advisor-focused suite that delivers resources, tools, and services for advisors, engineered to adapt to the evolving financial industry landscape
- Transition Services: A custom-project–based program that assists advisors migrating their business to Aligned Capital Partners with personalized project plans and dedicated specialists guiding each stage
Key contacts
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Financial details
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1.2 - Competitors and similar companies to Aligned Capital Partners
Banque Nationale Courtage Direct
HQ: Canada
Website
- Description: Provider of an online brokerage platform for commission-free stock and ETF trading, with tools for investment monitoring and decision-making. Offers a virtual assistant to answer general platform questions (no transactions or advice), brokerage rebates matching trailing commissions in non-advisory accounts, and analysis tools including Trading Central, OptionsPlay, and an ETF Center.
- 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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KMG
HQ: United Kingdom
Website
- Description: Provider of investment management, financing, income protection, retirement planning, and long-term care planning services.
- 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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My Financial Answers
HQ: United States
Website
- Description: Provider of an online platform delivering financial solutions by allowing users to input their financial status and objectives, then generating customized financial advice and strategies. Includes an activity center.
- 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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Fundica
HQ: Canada
Website
- Description: Provider of an AI-powered funding search engine that aggregates programs and matches businesses with relevant opportunities via crowdsourcing/crawler technology; backend data tools to visualize profiles and connect organizations with qualified leads; and a white-label solution to embed funding search in existing platforms. Also manages the cross-Canada Funding Roadshow.
- 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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Cofunds
HQ: United Kingdom
Website
- Description: Provider of an independent investment platform offering fund administration services for advisers and other financial institutions, enabling users to buy investments through financial advisers and institutions, including stockbrokers and banks, and providing technology, tools, and services to manage investments in one place.
- 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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2.M&A buyers
2.1 Potential strategic acquirers in the sector
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2.2 - Strategic buyer groups for Aligned Capital Partners
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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 Aligned Capital Partners
2.2 - Growth funds investing in similar companies to Aligned Capital Partners
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4 - Top valuation comps for Aligned Capital Partners
4.2 - Public trading comparable groups for Aligned Capital Partners
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