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Company profile: Benchmark Wealth Management

1.1 - Company Overview

Benchmark Wealth Management Logo

Benchmark Wealth Management

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

Company description

  • Provider of financial planning and wealth management 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 Benchmark Wealth Management

Global Expense Logo

Global Expense

HQ: United Kingdom Website
  • Description: Provider of Europe’s leading end-to-end expense management solution, offering expertise in taxation and VAT compliance and working with clients to ensure process efficiency, legislative compliance, and genuine cost reduction.
  • 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 Global Expense company profile →
EMBonds Logo

EMBonds

HQ: United Kingdom Website
  • Description: Provider of an electronic trading platform that connects institutional investors and market makers for secondary trading of emerging market bonds, with coverage of publicly traded sovereign and corporate fixed income securities in the London timezone.
  • 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 EMBonds company profile →
Creditflux Logo

Creditflux

HQ: United Kingdom Website
  • Description: Provider of news, comment, analysis and data on global credit markets, covering credit investing and trading.
  • 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 Creditflux company profile →
Bankin Logo

Bankin

HQ: France Website
  • Description: Provider of a mobile money management app offering automated budget categorization with personalized alerts and goals, cashback from over 400 merchants credited to the account, bill optimization through detection and renegotiation to reduce fixed charges, and credit solutions for purchases, projects, and investments, with borrowing options between €100 and €1000 directly in-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 Bankin company profile →
Masttro Logo

Masttro

HQ: United States Website
  • Description: Provider of wealth information solutions for high-net-worth families and family offices, including a platform that aggregates and visualizes total net worth across geographies and currencies, data aggregation and synthesis, dynamic reporting modules to optimize workflows and automate tasks, philanthropy management, estate visualization, and top-tier cybersecurity and data security.
  • 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 Masttro 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 Benchmark Wealth Management

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Buyer group 1: ████████ ████████

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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 Benchmark Wealth Management

2.2 - Growth funds investing in similar companies to Benchmark Wealth Management

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4 - Top valuation comps for Benchmark Wealth Management

4.2 - Public trading comparable groups for Benchmark Wealth Management

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4.3 - M&A Transactions similar to Benchmark Wealth Management

Selected M&A transactions

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

About Benchmark Wealth Management

What does Benchmark Wealth Management do?

Benchmark Wealth Management is a provider of financial planning and wealth management services.

Who are Benchmark Wealth Management's competitors?

Benchmark Wealth Management's competitors and similar companies include Global Expense, EMBonds, Creditflux, Bankin, and Masttro.

Where is Benchmark Wealth Management headquartered?

Benchmark Wealth Management is headquartered in United States.

How many employees does Benchmark Wealth Management have?

Benchmark Wealth Management has 1,000 employees 🔒.

When was Benchmark Wealth Management founded?

Benchmark Wealth Management was founded in 2010 🔒.

What sector and industry vertical is Benchmark Wealth Management in?

Benchmark Wealth Management is in the Enterprise Software 🔒 sector and industry

M&A Buyers & Acquirers for Benchmark Wealth Management

Who are the top strategic acquirers in Benchmark Wealth Management's sector and industry

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

Which M&A buyer groups are most relevant for Benchmark Wealth Management?

Top strategic M&A buyers groups and sectors for Benchmark Wealth Management include █████████████████ , ████████████████, █████████████, ████████████, and ████████████████ 🔒.

Financial Investors investing in Benchmark Wealth Management's sector and industry vertical

Which are the top PE firms investing in Benchmark Wealth Management's sector and industry vertical?

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

Who are the top buyout funds acquiring in Benchmark Wealth Management's sector and industry vertical?

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

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

Growth funds and venture capital funds investing in companies similar to Benchmark Wealth Management include █████████, ██████████, ████████████, and ████████████ 🔒.

Valuation benchmarks of companies in Benchmark Wealth Management's sector and industry

Which are the key public companies that are relevant trading comps benchmarks for Benchmark Wealth Management?

The key public trading comparables and valuation benchmarks for Benchmark Wealth Management include █████████, ██████████, ████████████, and ████████████ 🔒.

Which are the key trading comparable groups for Benchmark Wealth Management for public valuation benchmarks?

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

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What are recent capital raises and funding rounds in Benchmark Wealth Management's' sector and industry vertical?

Access recent funding rounds and capital raises in Benchmark Wealth Management's sector and industry vertical including growth equity, venture capital, and buyout investments. Our database includes round size, lead investors and valuations.

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