📊 This is a company profile preview from Tablestat.com Request a Free Trial Now

Company profile: Birch Finance

1.1 - Company Overview

Birch Finance Logo

Birch Finance

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

Company description

  • Provider of a platform that helps consumers maximize credit card rewards by connecting reward-based accounts, analyzing spending across thousands of categories and merchants, and delivering personalized trends and actionable insights on missed rewards and subscriptions for over 200 credit cards. Includes secure bank login to link accounts and end-to-end 256-bit AES encryption.

Products and services

  • Spending Trends Analysis: Delivers category-based, personalized rewards analytics across over 200 credit cards, categorizing each purchase and comparing it to thousands of categories and merchants on hundreds of cards
  • Actionable Insights: Produces retroactive, data-driven guidance on missed rewards, spending trends, and subscription management, showing where specific purchases could have earned more rewards
  • Bank Account Connection: Supplies secure, bank-level account linking via user bank credentials, connecting accounts without card or account numbers

Key contacts

🔒
🔒

Financial details

🔒

1.2 - Competitors and similar companies to Birch Finance

FIA Tech Logo

FIA Tech

HQ: United States Website
  • Description: Provider of global SaaS and transaction processing for market participants, offering brokerage payment, settlement and reconciliation (Atlantis, eRecs), futures give-up legal agreement composition, negotiation, execution and storage (Docs), standardized reference data for regulatory compliance (Databank), CFTC ownership and control reporting automation (OCR), and integrated services via Accelerate.
  • 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 FIA Tech company profile →
FXCM Logo

FXCM

HQ: United States Website
  • Description: Provider of foreign exchange trading and related services to retail and institutional customers, offering platforms for forex, CFD, and cryptocurrency trading. Products include Trading Station with advanced charting, MetaTrader 4 with free Expert Advisors and VPS access, and TradingView integration to trade directly from TradingView charts.
  • 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 FXCM company profile →
Integral Logo

Integral

HQ: United States Website
  • Description: Provider of a SaaS eFX trading and workflow platform that aggregates liquidity from multiple providers, delivers institutional-quality pricing, and supports automated risk management. Offers a configurable price engine, ultra-low-latency MT4 connectivity to real-time data and execution, and real-time monitoring, analytics, and alerting.
  • 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 Integral company profile →
Dash Financial Technologies Logo

Dash Financial Technologies

HQ: United States Website
  • Description: Provider of capital markets technology and execution for options and equities, offering trading, financial planning, and investment banking via a front-end platform with routing and post-trade analytics/reporting. Products include DASH360 for real-time order-to-execution tracking, DASH ATS for US listed options, SENSOR smart order routing, and trading algorithms SMOKE, STRIKE, and IMPROVE.
  • 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 Dash Financial Technologies company profile →
Mattermark Logo

Mattermark

HQ: United States Website
  • Description: Provider of a data-driven deal intelligence platform for venture capital, private equity, corporate development, sales, and marketing professionals to discover, prospect, and track fast-growing companies and investors. Features analyst-verified data from millions of sources, filterable global business information, searchable profiles, monitoring tools, and Salesforce lead enrichment syncing over 80 fields.
  • 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 Mattermark company profile →
🔒

2.M&A buyers

2.1 Potential strategic acquirers in the sector

🔒
🔒
🔒
🔒 View all strategic buyers with complete profiles
Start Free Trial →

2.2 - Strategic buyer groups for Birch Finance

🔒

Buyer group 1: ████████ ████████

●● companies
Description: ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████
Key Products: ████████, ████████, ████████, ████████
🔒 View all companies in this group
Request Free Trial Now →
🔒

Buyer group 2: ████████ ████████

●● companies
Description: ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████
Key Products: ████████, ████████, ████████, ████████
🔒 View all companies in this group
Request Free Trial Now →
🔒

Buyer group 3: ████████ ████████

●● companies
Description: ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████
Key Products: ████████, ████████, ████████, ████████
🔒 View all companies in this group
Request Free Trial Now →
🔓 Unlock all detailed buyer group breakdowns with complete company profiles
Start Free Trial →

3. Investors and private equity firms

3.1 - Buyout funds investing in similar companies to Birch Finance

2.2 - Growth funds investing in similar companies to Birch Finance

🔒 View all growth equity funds with complete profiles
Start Free Trial →

4 - Top valuation comps for Birch Finance

4.2 - Public trading comparable groups for Birch Finance

🔓 Unlock all public trading comparable groups with complete valuation data
Start Free Trial →

4.3 - M&A Transactions similar to Birch Finance

Selected M&A transactions

Date Target Description Buyer(s) Relevance EV EV/Revenue EV/EBITDA
🔒 View all M&A transactions with complete deal terms
Request Free Trial Now →

Frequently Asked Questions

About Birch Finance

What does Birch Finance do?

Birch Finance is a provider of a platform that helps consumers maximize credit card rewards by connecting reward-based accounts, analyzing spending across thousands of categories and merchants, and delivering personalized trends and actionable insights on missed rewards and subscriptions for over 200 credit cards. Includes secure bank login to link accounts and end-to-end 256-bit AES encryption.

Who are Birch Finance's competitors?

Birch Finance's competitors and similar companies include FIA Tech, FXCM, Integral, Dash Financial Technologies, and Mattermark.

Where is Birch Finance headquartered?

Birch Finance is headquartered in United States.

How many employees does Birch Finance have?

Birch Finance has 1,000 employees 🔒.

When was Birch Finance founded?

Birch Finance was founded in 2010 🔒.

What sector and industry vertical is Birch Finance in?

Birch Finance is in the Enterprise Software 🔒 sector and industry

M&A Buyers & Acquirers for Birch Finance

Who are the top strategic acquirers in Birch Finance's sector and industry

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

Which M&A buyer groups are most relevant for Birch Finance?

Top strategic M&A buyers groups and sectors for Birch Finance include █████████████████ , ████████████████, █████████████, ████████████, and ████████████████ 🔒.

Financial Investors investing in Birch Finance's sector and industry vertical

Which are the top PE firms investing in Birch Finance's sector and industry vertical?

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

Who are the top buyout funds acquiring in Birch Finance's sector and industry vertical?

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

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

Growth funds and venture capital funds investing in companies similar to Birch Finance include █████████, ██████████, ████████████, and ████████████ 🔒.

Valuation benchmarks of companies in Birch Finance's sector and industry

Which are the key public companies that are relevant trading comps benchmarks for Birch Finance?

The key public trading comparables and valuation benchmarks for Birch Finance include █████████, ██████████, ████████████, and ████████████ 🔒.

Which are the key trading comparable groups for Birch Finance for public valuation benchmarks?

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

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

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

Ready to Find the Right Buyers?

Access complete buyer lists, valuation data, and M&A intelligence for Birch Finance

Launch login modal Launch register modal