Company profile: Clarify Wealth
1.1 - Company Overview
Company description
- Provider of financial planning and investment advice, including retirement planning, risk management, college planning, estate planning, and charitable donations services.
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 Clarify Wealth
Brookstone Capital Management
HQ: United States
Website
- Description: Provider of financial services, including portfolio management, asset management, and investment advisory services.
- 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 Brookstone Capital Management company profile →
Y Tree
HQ: United Kingdom
Website
- Description: Provider of financial life intelligence and pure financial advice, combining data, technology, and human expertise through in-person services and an invitation-only app. Offers aggregation of financial data, performance, risk and cost analysis, life strategy via a proprietary asset-liability engine, and 24/7 strategic advice on risk, currency, liquidity, cost, and tax planning via encrypted chat with a dedicated team.
- 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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Vault
HQ: United States
Website
- Description: Provider of an investment platform that helps businesses offer retirement plans, giving employees the tax, savings, and retirement benefits of a typical 401(k). Also provides Traditional and Roth IRAs for individuals without employer-sponsored plans, and tools to automatically save for retirement whenever they're paid.
- 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 Vault company profile →
OSTTRA
HQ: United Kingdom
Website
- Description: Provider of post-trade solutions for global OTC and exchange-traded derivatives, offering trade processing for FX, interest rate derivatives, credit derivatives, and repo (notifications, limit checking, affirmations, matching, confirmations, lifecycle events), plus portfolio optimization, portfolio reconciliation, collateral management, risk mitigation and regulatory compliance.
- 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 OSTTRA company profile →
Moka
HQ: Canada
Website
- Description: Provider of a saving and investing app that automatically rounds up everyday purchases and invests the spare change, helping users save more, spend less, and invest smarter to achieve financial goals. Formerly Mylo; Canada's #1 saving and investing app.
- 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 Moka 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 Clarify Wealth
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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 Clarify Wealth
2.2 - Growth funds investing in similar companies to Clarify Wealth
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4 - Top valuation comps for Clarify Wealth
4.2 - Public trading comparable groups for Clarify Wealth
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