Company profile: Ally Invest
1.1 - Company Overview
Company description
- Provider of socially-enabled online brokerage services for self-directed trading of stocks, options, bonds, and ETFs, offering tools, research, daily market blogs, and collaboration with members using similar strategies. Delivers low-cost trades, robo portfolios and automated investing, personalized financial advice, and a securities income program that lets investors earn interest by lending stocks.
Products and services
- Personal Advice: Advisor-led planning delivers personalized financial strategies and investment guidance with a dedicated advisor, requiring a minimum of $100,000 in assets under care for tailored portfolio management
- Robo Portfolios: Automated service that manages portfolios with a $100 minimum deposit, offering cash-enhanced and market-focused choices with varying risk levels aligned to user preferences
- Self-Directed Trading: Commission-free service enabling users to trade stocks, options, ETFs, and other securities without account minimums, delivering a wide investment selection across most U.S.-listed stocks and ETFs
Key contacts
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Financial details
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1.2 - Competitors and similar companies to Ally Invest
FolioDynamix
HQ: United States
Website
- Description: Provider of integrated, modern, web-based wealth management technology solutions and institutional-quality investment research for broker dealers, bank trusts, RIAs, custodians, and wealth management service providers to enhance competitive programs, advisor retention, and client acquisition.
- 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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QED Financial Systems
HQ: United States
Website
- Description: Provider of investment management solutions for capital markets with more than 25 years of innovation.
- 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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Rize ETFs
HQ: United Kingdom
Website
- Description: Provider of UCITS ETFs offering exposure to ground-breaking megatrends, including disruptive innovation across genomics, automation, AI and energy; artificial intelligence, autonomous technology and robotics; the genomic revolution such as sequencing and molecular medicine; cybersecurity and data privacy; sustainable food production and consumption; and environmental impact like clean water, renewable energy and waste 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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Redi
HQ: United States
Website
- Description: Provider of trading technology utilizing an end-to-end trade management system.
- 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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- Acquisitions: ●●
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Lumesis
HQ: United States
Website
- Description: Provider of financial technology solutions for the municipal marketplace under the DIVER brand, delivering business efficiency, data and regulatory support, with access to hundreds of datasets leveraging current economic and demographic data from public and private sources.
- 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 Lumesis 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 Ally Invest
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Buyer group 2: ████████ ████████
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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 Ally Invest
2.2 - Growth funds investing in similar companies to Ally Invest
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4 - Top valuation comps for Ally Invest
4.2 - Public trading comparable groups for Ally Invest
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