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Company profile: AdviceIQ

1.1 - Company Overview

AdviceIQ Logo

AdviceIQ

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

Company description

  • Provider of a trusted database that helps individuals find the right financial advisors by location and specific expertise, with all participating advisors screened through relevant U.S. regulatory agencies.

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 AdviceIQ

TS Imagine Logo

TS Imagine

HQ: United States Website
  • Description: Provider of SaaS-based liquidity, trading and investment technology to the financial community, delivering a single platform that consolidates execution management across exchange-traded and OTC instruments to simplify market complexity.
  • 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 TS Imagine company profile →
MarketAxess Logo

MarketAxess

HQ: United States Website
  • Description: Provider of an electronic trading platform for fixed-income participants to trade corporate bonds, plus data and execution solutions including: CP+ real-time pricing using proprietary trading data; Adaptive Auto-X algorithmic trade execution; Axess All data suite with real-time pricing and market volumes; Axess All Prints real-time EU/UK trade-by-trade pricing; TraX European transaction dataset; and BondTicker executed price insights via web or feeds.
  • 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 MarketAxess company profile →
WiseAlpha Logo

WiseAlpha

HQ: United Kingdom Website
  • Description: Provider of the UK’s leading digital bond market platform enabling access to institutional corporate bonds via proprietary fractional technology that reduces minimums to £100. Offers a marketplace with over 150 fractional bonds, Robowise automated portfolios, a client management portal, a risk profiling tool, and risk and compliance 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 WiseAlpha company profile →
Invesdor Logo

Invesdor

HQ: Finland Website
  • Description: Provider of a Northern Europe-based fintech crowdfunding and investment platform connecting investors from over 70 countries with European growth companies, offering funding rounds for scale-ups, SMEs, and renewable energy projects, impact investing aligned with the UN Sustainable Development Goals via the OnePlanet label, and fixed-income, equity, and convertible bond investments.
  • 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 Invesdor company profile →
Bonds Logo

Bonds

HQ: United States Website
  • Description: Provider of a financial services platform focused on the corporate bond market, offering an institutional network for trading, connectivity, and data to facilitate the buying, selling, and analysis of corporate bonds.
  • 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 Bonds 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 AdviceIQ

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Buyer group 1: ████████ ████████

●● companies
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 AdviceIQ

2.2 - Growth funds investing in similar companies to AdviceIQ

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4 - Top valuation comps for AdviceIQ

4.2 - Public trading comparable groups for AdviceIQ

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4.3 - M&A Transactions similar to AdviceIQ

Selected M&A transactions

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

About AdviceIQ

What does AdviceIQ do?

AdviceIQ is a provider of a trusted database that helps individuals find the right financial advisors by location and specific expertise, with all participating advisors screened through relevant U.S. regulatory agencies.

Who are AdviceIQ's competitors?

AdviceIQ's competitors and similar companies include TS Imagine, MarketAxess, WiseAlpha, Invesdor, and Bonds.

Where is AdviceIQ headquartered?

AdviceIQ is headquartered in United States.

How many employees does AdviceIQ have?

AdviceIQ has 1,000 employees 🔒.

When was AdviceIQ founded?

AdviceIQ was founded in 2010 🔒.

What sector and industry vertical is AdviceIQ in?

AdviceIQ is in the Enterprise Software 🔒 sector and industry

M&A Buyers & Acquirers for AdviceIQ

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

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

Which M&A buyer groups are most relevant for AdviceIQ?

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

Financial Investors investing in AdviceIQ's sector and industry vertical

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

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

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

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

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

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

Valuation benchmarks of companies in AdviceIQ's sector and industry

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

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

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

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

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

Access recent funding rounds and capital raises in AdviceIQ'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?

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