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Company profile: FutureAdvisor

1.1 - Company Overview

FutureAdvisor Logo

FutureAdvisor

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

Company description

  • Provider of registered investment advisory services that manage users' existing IRA, 401(k), and other investment accounts. Founded in 2010.

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 FutureAdvisor

Juniper Square Logo

Juniper Square

HQ: United States Website
  • Description: Provider of connected software and fund administration services for private markets, helping GPs and LPs connect, communicate, and collaborate across the private investment lifecycle. Delivers tools for fundraising, onboarding, investor management, reporting, treasury, compliance, business intelligence, and a secure investor portal, CRM, digital subscriptions, plus deal services to outsource operations.
  • 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 Juniper Square company profile →
Sweep Logo

Sweep

HQ: United States Website
  • Description: Provider of solutions that help people plan for the future, grow savings, and better direct their money, supporting a path to financial independence and easier, more enjoyable lives.
  • 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 Sweep company profile →
O&M Systems Logo

O&M Systems

HQ: United Kingdom Website
  • Description: Provider of groundbreaking software and services for the UK financial services industry, offering bureau services to advisers for charging structure comparisons and transfer analysis, and user-friendly software enabling advisers to conduct analysis and comparisons.
  • 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 O&M Systems company profile →
RetireUp Logo

RetireUp

HQ: United States Website
  • Description: Provider of web-based software for retirement income planning used by registered representatives and RIAs, focusing on the distribution phase, modeling annuity and insurance products, and an engaging interface. The RetireUp Tool incorporates defined income sources such as Social Security, variable annuities, fixed index annuities, and pensions.
  • 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 RetireUp company profile →
OTC Global Holdings Logo

OTC Global Holdings

HQ: United States Website
  • Description: Provider of brokerage and liquidity services, including blocked futures, across bilateral and cleared over-the-counter commodity markets via ICE, CME, NODAL, and SGX. Offers EOXLive for anonymous order execution with real-time analytics and live market data; market data with forward price curves; global logistics and freight forwarding; FFA futures/swaps brokering, physical ship broking; and natural gas execution including Henry Hub and North American basis.
  • 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 OTC Global Holdings 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 FutureAdvisor

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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 FutureAdvisor

2.2 - Growth funds investing in similar companies to FutureAdvisor

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4 - Top valuation comps for FutureAdvisor

4.2 - Public trading comparable groups for FutureAdvisor

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4.3 - M&A Transactions similar to FutureAdvisor

Selected M&A transactions

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

About FutureAdvisor

What does FutureAdvisor do?

FutureAdvisor is a provider of registered investment advisory services that manage users' existing IRA, 401(k), and other investment accounts. Founded in 2010.

Who are FutureAdvisor's competitors?

FutureAdvisor's competitors and similar companies include Juniper Square, Sweep, O&M Systems, RetireUp, and OTC Global Holdings.

Where is FutureAdvisor headquartered?

FutureAdvisor is headquartered in United States.

How many employees does FutureAdvisor have?

FutureAdvisor has 1,000 employees 🔒.

When was FutureAdvisor founded?

FutureAdvisor was founded in 2010 🔒.

What sector and industry vertical is FutureAdvisor in?

FutureAdvisor is in the Enterprise Software 🔒 sector and industry

M&A Buyers & Acquirers for FutureAdvisor

Who are the top strategic acquirers in FutureAdvisor's sector and industry

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

Which M&A buyer groups are most relevant for FutureAdvisor?

Top strategic M&A buyers groups and sectors for FutureAdvisor include █████████████████ , ████████████████, █████████████, ████████████, and ████████████████ 🔒.

Financial Investors investing in FutureAdvisor's sector and industry vertical

Which are the top PE firms investing in FutureAdvisor's sector and industry vertical?

Top PE firms investing in FutureAdvisor's sector and industry vertical include ████████, ██████████, ████████, and ██████████ 🔒.

Who are the top buyout funds acquiring in FutureAdvisor's sector and industry vertical?

Active PE funds and buyout funds acquiring companies in FutureAdvisor's sector and industry vertical include █████████, ██████████, ████████████, and ████████████ 🔒.

Who are the top growth equity funds investing in companies in FutureAdvisor's sector and industry vertical?

Growth funds and venture capital funds investing in companies similar to FutureAdvisor include █████████, ██████████, ████████████, and ████████████ 🔒.

Valuation benchmarks of companies in FutureAdvisor's sector and industry

Which are the key public companies that are relevant trading comps benchmarks for FutureAdvisor?

The key public trading comparables and valuation benchmarks for FutureAdvisor include █████████, ██████████, ████████████, and ████████████ 🔒.

Which are the key trading comparable groups for FutureAdvisor for public valuation benchmarks?

Our platform tracks detailed public trading comparable groups and valuation benchmarks for FutureAdvisor with complete valuation multiples, growth metrics, and profitability data. Access the full database to benchmark your company against relevant public comparables.

What are recent M&A transactions in FutureAdvisor's sector and industry vertical?

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

Access recent funding rounds and capital raises in FutureAdvisor's sector and industry vertical including growth equity, venture capital, and buyout investments. Our database includes round size, lead investors and valuations.

Ready to Find the Right Buyers?

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