Company profile: Sweep
1.1 - Company Overview
Company description
- Provider of solutions that help people plan for the future, grow savings, and better direct their money, supporting a path to financial independence and easier, more enjoyable lives.
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 Sweep
Orion Portfolio Solutions
HQ: United States
Website
- Description: Provider of investment, reporting, and service solutions, delivering efficient and scalable back office support for advisors so they can focus on raising assets and servicing clients, through innovative offerings and a high-touch mutual fund platform with accountability and respect for advisors and their clients.
- 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 Orion Portfolio Solutions company profile →
Harrold Financial Planning
HQ: United Kingdom
Website
- Description: Provider of investment, mortgage, business financial planning, financial protection, estate, and retirement planning services, offering strategies and advice for portfolio growth, mortgage financing guidance, tailored plans for business owners, risk protection solutions, asset organization for inheritance and succession, and retirement preparation to help clients maintain their desired lifestyle.
- 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 Harrold Financial Planning company profile →
Revere
HQ: United States
Website
- Description: Provider of a networking and deal financing platform for commercial real estate professionals in North America, combining a verified professional network, deal marketplace, and transaction management CRM. Offers a deal distribution network, predictive analytics matchmaking, real-time marketing insights, and a capital markets network.
- 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 Revere company profile →
Memento Security
HQ: United States
Website
- Description: Provider of enterprise fraud and compliance solutions for credit unions and community banks in North America and Europe, offering proactive monitoring, detection, real-time alerts, and investigation via Security 4.0, an enterprise platform combining data management, fraud analytics, and case 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 Memento Security company profile →
Wesabe
HQ: United States
Website
- Description: Provider of a personal finance management website designed to help users manage their daily finances.
- 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 Wesabe 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 Sweep
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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 Sweep
2.2 - Growth funds investing in similar companies to Sweep
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4 - Top valuation comps for Sweep
4.2 - Public trading comparable groups for Sweep
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