Company profile: Advisor Growth Community
1.1 - Company Overview
Company description
- Provider of a private online network and virtual community for forward-thinking financial advisors, facilitating personal and professional development alongside their peers.
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 Advisor Growth Community
Concert Finance
HQ: United States
Website
- Description: Provider of commission administration, reporting, and plan design solutions to help companies commission smarter.
- 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 Concert Finance company profile →
Setly
HQ: Sweden
Website
- Description: Provider of outsourced finance and payroll services and advisory, including bookkeeping, accounting, financial reporting, and payroll compliance; integrates with existing systems. App enhances ERP with customizable modules compatible with NetSuite and local ERPs, plus expense management, AI-powered invoice management with PO matching, and a smart company card that automatically records transactions.
- 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 Setly company profile →
Captio
HQ: Spain
Website
- Description: Provider of a business and travel expense management platform that integrates expense workflows into a single, paperless process. Offers automatic receipt reading via mobile camera, expense upload, categorization and reporting; per diem, payment method and advance payment management; and integrations with ERP, CRM and accounting systems to improve control, prevent fraud and uncover savings.
- 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 Captio company profile →
Senddr
HQ: Ireland
Website
- Description: Provider of an invoice exchange add-on that moves invoices instantly between you, your suppliers and customers, transferring invoices directly between different accounting systems. Senddr enables invoices to be sent from your accounting system into your customer's, reducing errors and making invoicing quick and easy for suppliers.
- 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 Senddr company profile →
Expensable
HQ: United States
Website
- Description: Provider of expense report management solutions for enterprises in the United States, including ExpensAble Office to automate and streamline the expense report process, with policy enforcement, approval workflow, fax receipt imaging, scanned attachment, and accounting.
- 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 Expensable 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 Advisor Growth Community
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Key Products: ████████, ████████, ████████, ████████
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Buyer group 2: ████████ ████████
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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 Advisor Growth Community
2.2 - Growth funds investing in similar companies to Advisor Growth Community
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4 - Top valuation comps for Advisor Growth Community
4.2 - Public trading comparable groups for Advisor Growth Community
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