Company profile: GB Financial Services
1.1 - Company Overview
Company description
- Provider of independent wealth planning services, building comprehensive financial plans.
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 GB Financial Services
RobustWealth
HQ: United States
Website
- Description: Provider of a digital wealth management platform offering a full technology stack, investment services, and business automation for investment advisors and community banks.
- 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 RobustWealth company profile →
TownSquare Capital
HQ: United States
Website
- Description: Provider of portfolio management, trading, audit, and wealth management advisory services through a full-service investment and trading platform serving independent wealth advisers, institutions, high-net-worth individuals, family offices, accounting firms, and banks.
- 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 TownSquare Capital company profile →
FundSeeder
HQ: United States
Website
- Description: Provider of a trading data analytics platform that connects traders with investors, tracks equity and trade data, and offers charts and analytics to analyze and improve trading performance. Services include performance analytics, risk management for traders, emerging manager support, and trading education, helping traders track accounts and get discovered.
- 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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Thinkorswim
HQ: United States
Website
- Description: Provider of online brokerage services offering live and internet-based options trading and account funding for self-directed option traders and institutional users investing in equities, exchange-traded funds, futures, mutual funds, and 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 Thinkorswim company profile →
AssetEye
HQ: United States
Website
- Description: Provider of advanced software solutions for real estate investors, enabling asset and portfolio managers to evaluate performance, trends, and operations across portfolios with transparency into property-level data. The AssetEye platform includes data aggregation services (DAS) that accept files from a variety of sources, including all popular property management systems.
- 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 AssetEye 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 GB Financial Services
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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 GB Financial Services
2.2 - Growth funds investing in similar companies to GB Financial Services
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4 - Top valuation comps for GB Financial Services
4.2 - Public trading comparable groups for GB Financial Services
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