Company profile: Marrella
1.1 - Company Overview
Company description
- Provider of holistic wealth management and financial consulting services, including a virtual family office offering personal CFO support for ultra-high-net-worth families; multigenerational wealth planning; strategic business planning; lifestyle management; and philanthropy integration to align financial decisions with personal goals and legacy.
Products and services
- Marrella Virtual Family Office (Marrella VFO): Architects high-level wealth oversight and personal CFO stewardship to coordinate complex financial and lifestyle requirements for ultra-high-net-worth families (UHNW-scale)
- Holistic Wealth Management: Engineers a unified framework aligning investment, tax, and lifestyle decisions to protect and grow financial assets over time (portfolio-integrated)
- Multigenerational Wealth Planning: Develops strategies ensuring seamless wealth transfer across generations while maintaining family financial legacies and values through coordinated planning (custom-engineered)
Key contacts
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Financial details
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1.2 - Competitors and similar companies to Marrella
Nutmeg
HQ: United Kingdom
Website
- Description: Provider of online investment management services specializing in investments, ISAs and pensions, offering personal pensions with 25% government top-ups, Lifetime ISAs with 25% bonuses for first homes or retirement, Stocks and Shares ISAs, Junior ISAs, General Investment Accounts, and Smart Alpha portfolios managed with J.P. Morgan Asset Management.
- 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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OpenInvest
HQ: United States
Website
- Description: Provider of technology-driven asset management focused on customized ethical investing, helping advisors unlock the true impact of their clients' 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 OpenInvest company profile →
ActivoTrade
HQ: Spain
Website
- Description: Provider of financial services offering leveraged trading, risk management, customer service, and investment solutions.
- 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 ActivoTrade company profile →
TraderTools
HQ: United States
Website
- Description: Provider of FX trading technology for liquidity access and distribution, including a market-making toolkit (PriceOn) to create and distribute unique liquidity streams, liquidity aggregation with smart order routing, a pricing engine to become an electronic liquidity provider, order management for execution against aggregated rates, and white-label web portals with tailored price streaming and one-click dealing.
- 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 TraderTools company profile →
Symbol Master
HQ: United States
Website
- Description: Provider of options reference data and data management solutions for financial services, offering symbology mapping (Symbology DNA) for legacy integration and the Options Symbology Initiative, advanced options validation software, hourly intraday strike updates, series files of all listed strikes and next-day additions, underlying symbol and ETF details, and current deliverable value data tailored to client needs.
- 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 Symbol Master 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 Marrella
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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 Marrella
2.2 - Growth funds investing in similar companies to Marrella
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4 - Top valuation comps for Marrella
4.2 - Public trading comparable groups for Marrella
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