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Company profile: Sortino Advisory

1.1 - Company Overview

Sortino Advisory Logo

Sortino Advisory

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

Company description

  • Provider of retirement planning, wealth management, and investment strategies services as a financial institution.

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 Sortino Advisory

Mergermarket Logo

Mergermarket

HQ: United States Website
  • Description: Provider of information services as an agency.
  • 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 Mergermarket company profile →
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 →
Dynamo Software Logo

Dynamo Software

HQ: United States Website
  • Description: Provider of a configurable, cloud-based investment management platform for the alternative asset industry that consolidates front, middle, and back office operations for GPs, LPs, and service providers, with modules for investor relations, deal management, portfolio monitoring, fund accounting integration, and an investor portal.
  • 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 Dynamo Software company profile →
Savvr Logo

Savvr

HQ: United States Website
  • Description: Provider of large-scale web data collection, analysis, and research for institutional investors. Delivers standardized data reports to select firms and conducts exclusive ad hoc projects. Covers industries including real estate, lodging, automotive, ecommerce, restaurants, and media/entertainment to identify key metrics and insights that drive company performance and growth.
  • 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 Savvr company profile →
Financial Guard Logo

Financial Guard

HQ: United States Website
  • Description: Provider of online investment management services that utilize technology to deliver professional, unbiased, transparent and actionable investment advice to individual investors, regardless of asset size, at a fixed price that is a fraction of traditional costs.
  • 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 Financial Guard 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 Sortino Advisory

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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 Sortino Advisory

2.2 - Growth funds investing in similar companies to Sortino Advisory

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4 - Top valuation comps for Sortino Advisory

4.2 - Public trading comparable groups for Sortino Advisory

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4.3 - M&A Transactions similar to Sortino Advisory

Selected M&A transactions

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

About Sortino Advisory

What does Sortino Advisory do?

Sortino Advisory is a provider of retirement planning, wealth management, and investment strategies services as a financial institution.

Who are Sortino Advisory's competitors?

Sortino Advisory's competitors and similar companies include Mergermarket, Global Expense, Dynamo Software, Savvr, and Financial Guard.

Where is Sortino Advisory headquartered?

Sortino Advisory is headquartered in United States.

How many employees does Sortino Advisory have?

Sortino Advisory has 1,000 employees 🔒.

When was Sortino Advisory founded?

Sortino Advisory was founded in 2010 🔒.

What sector and industry vertical is Sortino Advisory in?

Sortino Advisory is in the Enterprise Software 🔒 sector and industry

M&A Buyers & Acquirers for Sortino Advisory

Who are the top strategic acquirers in Sortino Advisory's sector and industry

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

Which M&A buyer groups are most relevant for Sortino Advisory?

Top strategic M&A buyers groups and sectors for Sortino Advisory include █████████████████ , ████████████████, █████████████, ████████████, and ████████████████ 🔒.

Financial Investors investing in Sortino Advisory's sector and industry vertical

Which are the top PE firms investing in Sortino Advisory's sector and industry vertical?

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

Who are the top buyout funds acquiring in Sortino Advisory's sector and industry vertical?

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

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

Growth funds and venture capital funds investing in companies similar to Sortino Advisory include █████████, ██████████, ████████████, and ████████████ 🔒.

Valuation benchmarks of companies in Sortino Advisory's sector and industry

Which are the key public companies that are relevant trading comps benchmarks for Sortino Advisory?

The key public trading comparables and valuation benchmarks for Sortino Advisory include █████████, ██████████, ████████████, and ████████████ 🔒.

Which are the key trading comparable groups for Sortino Advisory for public valuation benchmarks?

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

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

Access recent funding rounds and capital raises in Sortino Advisory'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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