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Company profile: Founders Financial

1.1 - Company Overview

Founders Financial Logo

Founders Financial

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

Company description

  • Provider of award-winning independent broker-dealer and RIA services, offering unparalleled support.

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 Founders Financial

BrightPlan Logo

BrightPlan

HQ: United States Website
  • Description: Provider of a generative AI SaaS platform for employee financial wellness, offering financial planning guidance, budgeting and equity compensation tools, educational content, and investment advice (in certain countries through licensed entities), plus a Workforce Financial Wellness Gauge delivering data-driven insights to employers to improve productivity, engagement, and talent retention.
  • 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 BrightPlan company profile →
Lmrkts Logo

Lmrkts

HQ: United States Website
  • Description: Provider of multilateral, dimensional portfolio compression across asset classes and portfolio optimization tools to reduce counterparty exposures, drive down costs, and address regulatory concerns. Offers a capital marketplace connecting global financial institutions with institutional investors to improve capital efficiency and enhance risk management; compensation based on successful compression cost reductions.
  • 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 Lmrkts company profile →
Fundment Logo

Fundment

HQ: United Kingdom Website
  • Description: Provider of a technology platform that integrates discretionary fund management with digital investment technology to enhance adviser services, offering advisory portfolio management, an MPS marketplace, custom indexing with ESG options and stock inclusion/exclusion, digital drawdown for pensions, fractional share trading, and automated account opening to streamline client portfolio management.
  • 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 Fundment company profile →
Honeydue Logo

Honeydue

HQ: United States Website
  • Description: Provider of a mobile app for couples to manage finances together, offering account aggregation linking bank accounts, loans, and investments from over 20,000 financial institutions across 5 countries; tracking balances and spending; coordinating bill payments with reminders; in-app chat about transactions and bills; and security features including encryption and multi-factor authentication.
  • 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 Honeydue company profile →
Ascentric Logo

Ascentric

HQ: United Kingdom Website
  • Description: Provider of a digital wrap and wealth management platform for advisers, supporting assets under administration.
  • 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 Ascentric 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 Founders Financial

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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 Founders Financial

2.2 - Growth funds investing in similar companies to Founders Financial

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4 - Top valuation comps for Founders Financial

4.2 - Public trading comparable groups for Founders Financial

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4.3 - M&A Transactions similar to Founders Financial

Selected M&A transactions

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

About Founders Financial

What does Founders Financial do?

Founders Financial is a provider of award-winning independent broker-dealer and RIA services, offering unparalleled support.

Who are Founders Financial's competitors?

Founders Financial's competitors and similar companies include BrightPlan, Lmrkts, Fundment, Honeydue, and Ascentric.

Where is Founders Financial headquartered?

Founders Financial is headquartered in United States.

How many employees does Founders Financial have?

Founders Financial has 1,000 employees 🔒.

When was Founders Financial founded?

Founders Financial was founded in 2010 🔒.

What sector and industry vertical is Founders Financial in?

Founders Financial is in the Enterprise Software 🔒 sector and industry

M&A Buyers & Acquirers for Founders Financial

Who are the top strategic acquirers in Founders Financial's sector and industry

Top strategic M&A buyers and acquirers in Founders Financial's sector include ████████, ██████████, ██████, ████████, and ██████████ 🔒.

Which M&A buyer groups are most relevant for Founders Financial?

Top strategic M&A buyers groups and sectors for Founders Financial include █████████████████ , ████████████████, █████████████, ████████████, and ████████████████ 🔒.

Financial Investors investing in Founders Financial's sector and industry vertical

Which are the top PE firms investing in Founders Financial's sector and industry vertical?

Top PE firms investing in Founders Financial's sector and industry vertical include ████████, ██████████, ████████, and ██████████ 🔒.

Who are the top buyout funds acquiring in Founders Financial's sector and industry vertical?

Active PE funds and buyout funds acquiring companies in Founders Financial's sector and industry vertical include █████████, ██████████, ████████████, and ████████████ 🔒.

Who are the top growth equity funds investing in companies in Founders Financial's sector and industry vertical?

Growth funds and venture capital funds investing in companies similar to Founders Financial include █████████, ██████████, ████████████, and ████████████ 🔒.

Valuation benchmarks of companies in Founders Financial's sector and industry

Which are the key public companies that are relevant trading comps benchmarks for Founders Financial?

The key public trading comparables and valuation benchmarks for Founders Financial include █████████, ██████████, ████████████, and ████████████ 🔒.

Which are the key trading comparable groups for Founders Financial for public valuation benchmarks?

Our platform tracks detailed public trading comparable groups and valuation benchmarks for Founders Financial 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 Founders Financial's sector and industry vertical?

Our platform tracks relevant M&A transactions comparables and valuation benchmarks for Founders Financial with complete deal terms, valuation multiples, and strategic rationale. Access the full database to benchmark pricing and identify active acquirers.

What are recent capital raises and funding rounds in Founders Financial's' sector and industry vertical?

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

Ready to Find the Right Buyers?

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