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Company profile: Financial Navigator

1.1 - Company Overview

Financial Navigator Logo

Financial Navigator

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

Company description

  • Provider of accounting and financial software focused on the accounting and reporting needs of single- and multi-family offices. Its end-to-end software aggregates data from multiple managers and reporting entities and analyzes investment performance and risk, serving CPA firms and trust and estate managers as well.

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 Financial Navigator

Delego Payments Logo

Delego Payments

HQ: Canada Website
  • Description: Provider of cloud-based electronic payment integration, transaction enablement, and security solutions for SAP applications. Offers certified SAP-integrated platforms for e-payment acceptance, eCommerce checkout, AR payments, and invoice presentment, with tokenization-based data protection to streamline PCI compliance, managing authorization, settlement, and reconciliation.
  • 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 Delego Payments company profile →
Micap Logo

Micap

HQ: United Kingdom Website
  • Description: Provider of financial advisory services specializing in market research, wealth management, and risk 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: ●●
View full Micap company profile →
Zone & Co Logo

Zone & Co

HQ: United States Website
  • Description: Provider of NetSuite ERP/CRM sales, implementation, administration, and customization services across the U.S., serving software, retail, manufacturing, e-commerce, and services sectors, plus solutions including ZoneBilling for compliant automated revenue recognition and CPQ integration, AP Automation, Stripe invoice-to-cash and reconciliation, approvals workflows, Power BI reporting, and bank statement import and auto-match.
  • 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 Zone & Co company profile →
Stat Recovery Logo

Stat Recovery

HQ: United States Website
  • Description: Provider of financial services for deduction management and historical revenue recovery, offering audits to identify and recover unclaimed revenue from past transactions on a success-based, no upfront cost model; software to automate current deduction management; and compliance and avoidance strategies to prevent future deductions and safeguard revenue.
  • 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 Stat Recovery company profile →
Anomalous Networks Logo

Anomalous Networks

HQ: Canada Website
  • Description: Provider of Real-Time Telecom Expense Management (R-TEM) software solutions enabling small to large businesses to better manage the cost and security risks of carrier-based mobile technologies and eliminate Bill Shock. Offerings include Telicost, Telicost-Mobile, and Telicost-Lite.
  • 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 Anomalous Networks 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 Financial Navigator

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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 Financial Navigator

2.2 - Growth funds investing in similar companies to Financial Navigator

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4 - Top valuation comps for Financial Navigator

4.2 - Public trading comparable groups for Financial Navigator

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4.3 - M&A Transactions similar to Financial Navigator

Selected M&A transactions

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

About Financial Navigator

What does Financial Navigator do?

Financial Navigator is a provider of accounting and financial software focused on the accounting and reporting needs of single- and multi-family offices. Its end-to-end software aggregates data from multiple managers and reporting entities and analyzes investment performance and risk, serving CPA firms and trust and estate managers as well.

Who are Financial Navigator's competitors?

Financial Navigator's competitors and similar companies include Delego Payments, Micap, Zone & Co, Stat Recovery, and Anomalous Networks.

Where is Financial Navigator headquartered?

Financial Navigator is headquartered in United States.

How many employees does Financial Navigator have?

Financial Navigator has 1,000 employees 🔒.

When was Financial Navigator founded?

Financial Navigator was founded in 2010 🔒.

What sector and industry vertical is Financial Navigator in?

Financial Navigator is in the Enterprise Software 🔒 sector and industry

M&A Buyers & Acquirers for Financial Navigator

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

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

Which M&A buyer groups are most relevant for Financial Navigator?

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

Financial Investors investing in Financial Navigator's sector and industry vertical

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

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

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

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

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

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

Valuation benchmarks of companies in Financial Navigator's sector and industry

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

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

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

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

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

Access recent funding rounds and capital raises in Financial Navigator'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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