Company profile: Voyant
1.1 - Company Overview
Company description
- Provider of collaborative financial planning and wealth management software for advisers and their clients, including a free do-it-yourself platform that lets consumers visually model 'what if' scenarios (e.g., birth of a child or early retirement) to illustrate the real-time, big-picture impact of important financial decisions.
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 Voyant
Flow
HQ: United States
Website
- Description: Provider of cross-platform SaaS technology that solves fund infrastructure complexity by connecting information across investors, providers, investments and systems, using dynamic tools and human-centric interfaces that adapt to the myriad ways funds operate to optimize productivity.
- 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 Flow company profile →
smartTrade
HQ: France
Website
- Description: Provider of multi-asset, end-to-end trading solutions for financial institutions, including LiquidityFX for FX trading, liquidity access, straight-through processing, risk and order management; Commercial Banking & Payments for integrated cross-border FX and payments; smartTrade Analytics for multi-asset big data insights; smartFI for fixed income workflow automation and meeting regulatory requirements; Meta Cloud for private/public cloud deployment with data center colocation; and AlgoBox for custom algorithmic trading strategies.
- 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 smartTrade company profile →
Embark
HQ: United Kingdom
Website
- Description: Provider of retirement and financial services, offering a customizable white-label platform for wealth management propositions, the Stocktrade execution-only stockbroking platform for equity trading across UK, Europe and North America, and Horizon Funds, five actively managed multi-asset funds tailored to investor risk profiles over medium to long-term horizons.
- 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 Embark company profile →
Vestwell
HQ: United States
Website
- Description: Provider of a digital savings platform for employee retirement and education benefits, offering workplace 401(k) and 403(b) plans, employer-sponsored Student Loan PayDown and College SaveUp contributions to 529 plans, individual IRAs, 529 education savings plans, and ABLE accounts for individuals with disabilities.
- 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 Vestwell company profile →
Top Quartile
HQ: United Kingdom
Website
- Description: Provider of solutions for private equity fund managers and investors to more efficiently and effectively create, distribute, and analyze performance data.
- 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 Top Quartile 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 Voyant
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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 Voyant
2.2 - Growth funds investing in similar companies to Voyant
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4 - Top valuation comps for Voyant
4.2 - Public trading comparable groups for Voyant
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