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Company profile: LFM Wealth Management

1.1 - Company Overview

LFM Wealth Management Logo

LFM Wealth Management

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

Company description

  • Provider of investment management and financial planning 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 LFM Wealth Management

Finlight Logo

Finlight

HQ: United Kingdom Website
  • Description: Provider of a proven, cost-effective alternative to STP technology that lowers operational costs and risks in extracting, populating and aggregating complex institutional portfolios, helping sophisticated investors, including family offices and institutions, keep portfolios up to date and enhance net returns.
  • 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 Finlight company profile →
TPG Software Logo

TPG Software

HQ: United States Website
  • Description: Provider of investment accounting and portfolio management software for front-to-back office operations. Products include Portfolio Genius for accounting, analysis, reporting, and regulatory compliance; Derivative Genius for swaps, swaptions, options, forwards, and futures sub-ledger accounting; Workstation, Trader Module, Safekeeping Genius, and ePortfolio for trade capture, safekeeping, and online 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 TPG Software company profile →
iownit Logo

iownit

HQ: United States Website
  • Description: Provider of blockchain-based technology solutions for alternative investing, offering a digital asset securities platform for issuance, management, buying and selling; Smart Securities with embedded compliance; secure ownership records on a private permissioned blockchain; streamlined electronic transactions and secondary market liquidity; and digital platforms for broker-dealers and funds for capital raising and investor 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 iownit company profile →
VB Financial Group Logo

VB Financial Group

HQ: United States Website
  • Description: Provider of financial planning and investment management services to ensure clients' and businesses' financial 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 VB Financial Group company profile →
Abel Noser Logo

Abel Noser

HQ: United States Website
  • Description: Provider of goal-oriented trading and trade cost measurement for institutional investors, offering multi-asset transaction cost analysis across equities, fixed income, and foreign exchange with pre-trade, real-time, and post-trade tools (Trade Compass, Trade Pulse, Trade-Zoom), the START algorithmic strategy optimization platform, and compliance assurance for MiFID II and SEC rules.
  • 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 Abel Noser 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 LFM 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 LFM Wealth Management

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

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4 - Top valuation comps for LFM Wealth Management

4.2 - Public trading comparable groups for LFM Wealth Management

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4.3 - M&A Transactions similar to LFM 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 LFM Wealth Management

What does LFM Wealth Management do?

LFM Wealth Management is a provider of investment management and financial planning services.

Who are LFM Wealth Management's competitors?

LFM Wealth Management's competitors and similar companies include Finlight, TPG Software, iownit, VB Financial Group, and Abel Noser.

Where is LFM Wealth Management headquartered?

LFM Wealth Management is headquartered in United States.

How many employees does LFM Wealth Management have?

LFM Wealth Management has 1,000 employees 🔒.

When was LFM Wealth Management founded?

LFM Wealth Management was founded in 2010 🔒.

What sector and industry vertical is LFM Wealth Management in?

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

M&A Buyers & Acquirers for LFM Wealth Management

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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