📊 This is a company profile preview from Tablestat.com Request a Free Trial Now

Company profile: City Fiduciary

1.1 - Company Overview

City Fiduciary Logo

City Fiduciary

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

Company description

  • Provider of wealth management services including tax, bookkeeping, payroll, consulting, investments, and insurance.

Products and services

🔒

Key contacts

🔒
🔒

Financial details

🔒

1.2 - Competitors and similar companies to City Fiduciary

Capital Economics Logo

Capital Economics

HQ: United Kingdom Website
  • Description: Provider of independent macroeconomic research, analysis, forecasting and consultancy. Offers country and regional coverage across the US, Canada, UK, Western Europe, Japan, China, India, Latin America, Emerging Europe, the Middle East, Africa, Emerging Asia, Australia and New Zealand. Services include bespoke consultancy, timely written reports, short-form drop-in briefings, annual Spotlight deep dives, and CE Advance personalized digital access.
  • 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 Capital Economics company profile →
Jemstep Logo

Jemstep

HQ: United States Website
  • Description: Provider of an automated client engagement, onboarding and service platform for investment advisors. Jemstep Advisor Pro helps advisors attract more prospects, increase AUM, and service clients more efficiently, transforming the way advisors run their businesses.
  • 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 Jemstep company profile →
Confluence Logo

Confluence

HQ: United States Website
  • Description: Provider of fund administration automation software for investment management companies, automating collection, creation, confirmation, and delivery of investment product data to enhance control, lower costs, and reduce risk. Offerings include performance and portfolio analytics, multi-asset risk management, integrated data technology and services, regulatory compliance and reporting, investor communications, and private fund 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: ●●
View full Confluence company profile →
Willow Logo

Willow

HQ: Canada Website
  • Description: Provider of a real estate investing platform enabling buying and selling fractions of property like stocks. Offers investments in apartments, office buildings, shopping centers, and more, while eliminating the stress of owning an investment property by handling property management, tax returns, income distribution, and related documents.
  • 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 Willow company profile →
NuWealth Logo

NuWealth

HQ: United Kingdom Website
  • Description: Provider of a curated fractional thematic investment platform and app offering GIAs, Stocks & Shares ISAs and Junior ISAs to invest in US, UK and EU stocks, ETFs, funds and fractional shares, with unlimited commission-free investing, instant deposits and Auto Invest, plus savings accounts with interest linked to the Bank of England base rate and easy access.
  • 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 NuWealth company profile →
🔒

2.M&A buyers

2.1 Potential strategic acquirers in the sector

🔒
🔒
🔒
🔒 View all strategic buyers with complete profiles
Start Free Trial →

2.2 - Strategic buyer groups for City Fiduciary

🔒

Buyer group 1: ████████ ████████

●● companies
Description: ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████
Key Products: ████████, ████████, ████████, ████████
🔒 View all companies in this group
Request Free Trial Now →
🔒

Buyer group 2: ████████ ████████

●● companies
Description: ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████
Key Products: ████████, ████████, ████████, ████████
🔒 View all companies in this group
Request Free Trial Now →
🔒

Buyer group 3: ████████ ████████

●● companies
Description: ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████
Key Products: ████████, ████████, ████████, ████████
🔒 View all companies in this group
Request Free Trial Now →
🔓 Unlock all detailed buyer group breakdowns with complete company profiles
Start Free Trial →

3. Investors and private equity firms

3.1 - Buyout funds investing in similar companies to City Fiduciary

2.2 - Growth funds investing in similar companies to City Fiduciary

🔒 View all growth equity funds with complete profiles
Start Free Trial →

4 - Top valuation comps for City Fiduciary

4.2 - Public trading comparable groups for City Fiduciary

🔓 Unlock all public trading comparable groups with complete valuation data
Start Free Trial →

4.3 - M&A Transactions similar to City Fiduciary

Selected M&A transactions

Date Target Description Buyer(s) Relevance EV EV/Revenue EV/EBITDA
🔒 View all M&A transactions with complete deal terms
Request Free Trial Now →

Frequently Asked Questions

About City Fiduciary

What does City Fiduciary do?

City Fiduciary is a provider of wealth management services including tax, bookkeeping, payroll, consulting, investments, and insurance.

Who are City Fiduciary's competitors?

City Fiduciary's competitors and similar companies include Capital Economics, Jemstep, Confluence, Willow, and NuWealth.

Where is City Fiduciary headquartered?

City Fiduciary is headquartered in United States.

How many employees does City Fiduciary have?

City Fiduciary has 1,000 employees 🔒.

When was City Fiduciary founded?

City Fiduciary was founded in 2010 🔒.

What sector and industry vertical is City Fiduciary in?

City Fiduciary is in the Enterprise Software 🔒 sector and industry

M&A Buyers & Acquirers for City Fiduciary

Who are the top strategic acquirers in City Fiduciary's sector and industry

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

Which M&A buyer groups are most relevant for City Fiduciary?

Top strategic M&A buyers groups and sectors for City Fiduciary include █████████████████ , ████████████████, █████████████, ████████████, and ████████████████ 🔒.

Financial Investors investing in City Fiduciary's sector and industry vertical

Which are the top PE firms investing in City Fiduciary's sector and industry vertical?

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

Who are the top buyout funds acquiring in City Fiduciary's sector and industry vertical?

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

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

Growth funds and venture capital funds investing in companies similar to City Fiduciary include █████████, ██████████, ████████████, and ████████████ 🔒.

Valuation benchmarks of companies in City Fiduciary's sector and industry

Which are the key public companies that are relevant trading comps benchmarks for City Fiduciary?

The key public trading comparables and valuation benchmarks for City Fiduciary include █████████, ██████████, ████████████, and ████████████ 🔒.

Which are the key trading comparable groups for City Fiduciary for public valuation benchmarks?

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

Our platform tracks relevant M&A transactions comparables and valuation benchmarks for City Fiduciary 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 City Fiduciary's' sector and industry vertical?

Access recent funding rounds and capital raises in City Fiduciary'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?

Access complete buyer lists, valuation data, and M&A intelligence for City Fiduciary