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Company profile: Wiser Investments

1.1 - Company Overview

Wiser Investments Logo

Wiser Investments

Headquarter: Canada
Founded: 20XX🔒
Employees: 100-500🔒

Company description

  • Provider of a digital investment technology platform that offers advisors seamless integration with their brand and tools to grow AUM, diversify their client base, and automate the operational side of their business, letting advisors focus on advising clients.

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 Wiser Investments

Tradier Logo

Tradier

HQ: United States Website
  • Description: Provider of brokerage services, trading platforms, and real-time REST APIs for trading, account management, and market data. Offers web and mobile platforms for stocks, options, and ETFs with advanced orders and paper trading, cryptocurrency trading via apps or API, and the TradeHawk platform for retail traders. Futures trading covering gold, oil, index, currency, and crypto markets is forthcoming.
  • 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 Tradier company profile →
Trade Republic Logo

Trade Republic

HQ: Germany Website
  • Description: Provider of a mobile-only, commission-free investing platform for easy, secure access to financial markets, banking services via a regulated German bank, and a savings platform enabling users to save, manage, and grow their wealth.
  • 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 Trade Republic company profile →
Intelliflo Logo

Intelliflo

HQ: United Kingdom Website
  • Description: Provider of SaaS-based technology for the financial services sector that widens access to financial advice. Solutions include a platform to streamline financial advisory workflows and integrate client and provider data; rebalancing and trading for RIAs with pre-trade compliance and efficient execution; and outsourced investment management for RIAs with a configurable platform and expert support.
  • 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 Intelliflo company profile →
EquiLend Logo

EquiLend

HQ: United States Website
  • Description: Provider of trading and post-trade services for the securities finance industry, including automated trading via NGT, Competitive Bid and ECS Loan Market; Spire for Books & Records and Order/Inventory Management; DataLend for data, performance reporting and consulting; connectivity to central securities depositories; RegTech for SFTR/CSDR/ALD; and Onboard+ for beneficial owner onboarding.
  • 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 EquiLend company profile →
Innospot Logo

Innospot

HQ: Germany Website
  • Description: Provider of AI-driven global startup scouting using artificial intelligence-based search and crawler technology.
  • 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 Innospot 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 Wiser Investments

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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 Wiser Investments

2.2 - Growth funds investing in similar companies to Wiser Investments

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4 - Top valuation comps for Wiser Investments

4.2 - Public trading comparable groups for Wiser Investments

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4.3 - M&A Transactions similar to Wiser Investments

Selected M&A transactions

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

About Wiser Investments

What does Wiser Investments do?

Wiser Investments is a provider of a digital investment technology platform that offers advisors seamless integration with their brand and tools to grow AUM, diversify their client base, and automate the operational side of their business, letting advisors focus on advising clients.

Who are Wiser Investments's competitors?

Wiser Investments's competitors and similar companies include Tradier, Trade Republic, Intelliflo, EquiLend, and Innospot.

Where is Wiser Investments headquartered?

Wiser Investments is headquartered in Canada.

How many employees does Wiser Investments have?

Wiser Investments has 1,000 employees 🔒.

When was Wiser Investments founded?

Wiser Investments was founded in 2010 🔒.

What sector and industry vertical is Wiser Investments in?

Wiser Investments is in the Enterprise Software 🔒 sector and industry

M&A Buyers & Acquirers for Wiser Investments

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

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

Which M&A buyer groups are most relevant for Wiser Investments?

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

Financial Investors investing in Wiser Investments's sector and industry vertical

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

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

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

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

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

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

Valuation benchmarks of companies in Wiser Investments's sector and industry

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

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

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

Our platform tracks detailed public trading comparable groups and valuation benchmarks for Wiser Investments 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 Wiser Investments's sector and industry vertical?

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

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

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