Company profile: Aimvest Technologies
1.1 - Company Overview
Company description
- Provider of FinTech SaaS delivering dynamic downside protection, risk management tools, and algorithmic allocation strategies to asset managers, financial advisors, family offices, and independent RIAs.
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 Aimvest Technologies
Sequence
HQ: United States
Website
- Description: Provider of a financial technology platform that automates financial routing and streamlines financial operations by connecting checking, savings, brokerage, and credit card accounts in a unified interface, enabling users to visualize cash flow through a dynamic money map and manage and control their cash flow.
- 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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WiseAlpha
HQ: United Kingdom
Website
- Description: Provider of the UK’s leading digital bond market platform enabling access to institutional corporate bonds via proprietary fractional technology that reduces minimums to £100. Offers a marketplace with over 150 fractional bonds, Robowise automated portfolios, a client management portal, a risk profiling tool, and risk and compliance management.
- 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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Phoenix Systems
HQ: United States
Website
- Description: Provider of fintech software applications for the financial services industry, including fund trader solutions for funds and firms. Offerings include customer data layering across accounts, wrap account processing with rebalancing, and automatic transaction services, as well as services for investment funds and third-party transfer agents.
- 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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FastMatch
HQ: United States
Website
- Description: Provider of a matching system and electronic communication network for spot foreign exchange trading, giving customers access to large pools of diversified liquidity at unparalleled speed with complete transparency in the optimal location.
- 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 FastMatch 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 Aimvest Technologies
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Buyer group 2: ████████ ████████
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Key Products: ████████, ████████, ████████, ████████
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Buyer group 3: ████████ ████████
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Key Products: ████████, ████████, ████████, ████████
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3. Investors and private equity firms
3.1 - Buyout funds investing in similar companies to Aimvest Technologies
2.2 - Growth funds investing in similar companies to Aimvest Technologies
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4 - Top valuation comps for Aimvest Technologies
4.2 - Public trading comparable groups for Aimvest Technologies
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