Company profile: AFI Wealth Strategies
1.1 - Company Overview
Company description
- Provider of wealth management services in Green Bay, Wisconsin, offering a team-based approach to financial planning with a broader scope of expertise than any one person.
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 AFI Wealth Strategies
Wealth Dynamix
HQ: United Kingdom
Website
- Description: Provider of Client Lifecycle Management (CLM) technology platforms for private banks, wealth and asset management firms, and mid-size discretionary fund and investment managers. Solutions include modular CLM covering the entire client lifecycle, onboarding tools, engagement platforms, and compliance systems to streamline processes and meet evolving regulatory requirements.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
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Jay Solutions
HQ: Finland
Website
- Description: Provider of fintech solutions that assist in making investment decisions based on reliable and professionally managed 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: ●●
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Tamarac
HQ: United States
Website
- Description: Provider of a suite of software tools and advisor services for Independent Registered Investment Advisors, automating portfolio management, rebalancing, trading, reporting, client management, and CRM. Offerings include Tamarac Suite, Tamarac Reporting, Tamarac CRM, Tamarac Trading, a Unified Managed Account solution, and back-office support for data reconciliation, account aggregation, and compliance reporting.
- 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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Parmenion
HQ: United Kingdom
Website
- Description: Provider of an investment platform delivering investment solutions for businesses, featuring digital signatures, multi-factor authentication, and full white labeling.
- 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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Triple Point Technology
HQ: United States
Website
- Description: Provider of in-cloud and on-premise commodity management software with advanced analytics, offering trading and risk management solutions for power, oil, gas, coal, metals, agricultural products, freight, and biofuels. Products include TriplePoint CTRM for SMEs, TriplePoint Xchange for automated deal creation (CME, ICE, Trayport), TriplePoint Market Data Hub for price feed automation (Morningstar, Bloomberg), and integration 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 Triple Point Technology 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 AFI Wealth Strategies
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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 AFI Wealth Strategies
2.2 - Growth funds investing in similar companies to AFI Wealth Strategies
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4 - Top valuation comps for AFI Wealth Strategies
4.2 - Public trading comparable groups for AFI Wealth Strategies
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