Company profile: ModernAdvisor
1.1 - Company Overview
Company description
- Provider of online investment management and digital financial advice, offering personalized, diversified ETF portfolios with transparent fees. Services include robo-advisor guidance, RRSP account management, socially responsible portfolios, mean-variance asset allocation with automatic rebalancing, and continuous monitoring. Also offers ModernAdvisor Pro for advisors with client onboarding and portfolio monitoring.
Products and services
- Robo-Advisor Services: Algorithm-driven portfolios deliver automated advice based on client risk tolerance and goals, invest in low-cost ETFs, and provide continuous account monitoring
- Asset Allocation and Rebalancing: Quantitative Mean-Variance Optimization determines optimal asset allocation and automatically rebalances portfolios based on market movements, supporting diversified ETF portfolios tailored to users
- Online Wealth Management: Proprietary service architects account management and rebalancing via an interactive website, charging a transparent management fee and building diversified ETF portfolios using proprietary algorithms
Key contacts
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Financial details
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1.2 - Competitors and similar companies to ModernAdvisor
OTR Global
HQ: United States
Website
- Description: Provider of marketplace and equity research services for institutional investors across U.S. and international sectors, including consumer products, retail and restaurants, cyclical, energy, healthcare, and technology/media/network communications/semi and supply chain. Offers quarterly syndicated research reports, custom research, on-the-ground field force data, and coverage of industry conferences and exhibitions.
- 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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Crowdworks
HQ: Norway
Website
- Description: Provider of a fundraising platform connecting growth companies with startup communities and investors.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
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Alpima
HQ: United Kingdom
Website
- Description: Provider of personalised financial intelligence, combining decades of global markets expertise with advances in data science and technology to help professional and institutional investors harness the digitization of finance. Delivers a secure, scalable, high-performance environment on the cloud or on premise to enable truly personalised service at scale.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
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EQM Indexes
HQ: United States
Website
- Description: Provider of financial advisory services in capture investment and wealth management.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
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Joss Technology
HQ: United States
Website
- Description: Provider of financial software and technology services for data management, communication, and synchronization, offering financial data management solutions including Joss Data Hub (business entity data, contacts, settlement instructions, documents and agreements, compliance and due diligence, counterparty risk) and the Joss Entity Data Management System.
- 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 ModernAdvisor
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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 ModernAdvisor
2.2 - Growth funds investing in similar companies to ModernAdvisor
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4 - Top valuation comps for ModernAdvisor
4.2 - Public trading comparable groups for ModernAdvisor
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