Company profile: Say Technologies
1.1 - Company Overview
Company description
- Provider of a technology platform that empowers shareholders to access their full ownership rights, featuring proxy processing, fund reports, trade confirmations, post-sale prospectus delivery, voluntary corporate actions, and class actions processing. Founded in 2017 and headquartered in New York.
Products and services
🔒
Key contacts
🔒
🔒
Financial details
🔒
1.2 - Competitors and similar companies to Say Technologies
Nalo
HQ: France
Website
- Description: Provider of a smart digital platform for investors, featuring a digital life insurance enabling multiple personalized investment projects in one contract, an online personal retirement savings plan, managed investment using behavioral finance for diversification and risk management, personalized advice from private advisors, and progressive risk adjustment over time.
- 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 Nalo company profile →
PolyPaths
HQ: United States
Website
- Description: Provider of fixed income analytics software for portfolio analysis, risk management, and ALM, delivering comprehensive risk/return analytics across a wide range of instruments. Offerings include Trading & Risk Management, Asset Liability Management, AppPort for pricing and relative value, Distributed Processing for scalable analysis, and Enterprise solutions for department- and company-level risk 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 PolyPaths company profile →
Financial Express
HQ: United Kingdom
Website
- Description: Provider of fund data and technology, offering investment consulting and financial advisory 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: ●●
View full Financial Express company profile →
Living Wealth
HQ: Canada
Website
- Description: Provider of a digital engagement platform exclusively designed and built to help deepen the relationship between wealth advisors and their most valued clients.
- 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 Living Wealth company profile →
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 →
🔒
2.M&A buyers
2.1 Potential strategic acquirers in the sector
🔒
🔒
🔒
🔒
View all strategic buyers with complete profiles
Start Free Trial →
2.2 - Strategic buyer groups for Say Technologies
🔒
Buyer group 1: ████████ ████████
●● companies
Description: ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████
Key Products: ████████, ████████, ████████, ████████
🔒
View all companies in this group
Request Free Trial Now →
🔒
Buyer group 2: ████████ ████████
●● companies
Description: ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████
Key Products: ████████, ████████, ████████, ████████
🔒
View all companies in this group
Request Free Trial Now →
🔒
Buyer group 3: ████████ ████████
●● companies
Description: ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████
Key Products: ████████, ████████, ████████, ████████
🔒
View all companies in this group
Request Free Trial Now →
🔓 Unlock all detailed buyer group breakdowns with complete company profiles
Start Free Trial →
3. Investors and private equity firms
3.1 - Buyout funds investing in similar companies to Say Technologies
2.2 - Growth funds investing in similar companies to Say Technologies
🔒
View all growth equity funds with complete profiles
Start Free Trial →
4 - Top valuation comps for Say Technologies
4.2 - Public trading comparable groups for Say Technologies
🔓 Unlock all public trading comparable groups with complete valuation data
Start Free Trial →