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Company profile: Crest Retirement

1.1 - Company Overview

Crest Retirement Logo

Crest Retirement

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

Company description

  • Provider of customized retirement plan and ongoing administrative services for small businesses, including accounting, recordkeepers, and payroll administration, as well as financial and investment advisory 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 Crest Retirement

Finanzguru Logo

Finanzguru

HQ: Germany Website
  • Description: Provider of an AI-powered financial assistant app that unifies management of bank, PayPal, depot, and cryptocurrency accounts and contracts. Offers real-time disposable income calculation, future transaction forecasting based on existing contracts, automatic contract recognition and secure cancellation, spending analysis with optimization suggestions, and insurance need analysis with risk coverage solutions.
  • 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 Finanzguru company profile →
Archway Technology Logo

Archway Technology

HQ: United States Website
  • Description: Provider of software and services for single- and multi-family offices, private banks, investment advisors and hedge funds, offering a wealth management platform integrating accounting, investment data aggregation and reporting; bill payment and expense reporting; partnership accounting administration; investment and fund accounting software.
  • 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 Archway Technology company profile →
Orc Logo

Orc

HQ: Sweden Website
  • Description: Provider of trading technology for listed derivatives; global market leader.
  • 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 Orc company profile →
DealHub Logo

DealHub

HQ: United Kingdom Website
  • Description: Provider of low-latency, high-throughput financial market software covering the full trading lifecycle, from liquidity sourcing, price distribution and ecommerce workflows to STP, trade monitoring and processing, regulatory reporting and compliance archiving, supporting front, middle and back office. Solutions include margin management, trade lifecycle processing, portfolio compression and reconciliation, and counterparty and basis risk optimisation.
  • 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 DealHub company profile →
Trim Logo

Trim

HQ: United States Website
  • Description: Provider of financial health services that empower customers across the United States to improve their financial lives, offering automated savings, negotiating decreased bills and bank fees, canceling subscriptions, and delivering spending analysis.
  • 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 Trim 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 Crest Retirement

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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 Crest Retirement

2.2 - Growth funds investing in similar companies to Crest Retirement

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4 - Top valuation comps for Crest Retirement

4.2 - Public trading comparable groups for Crest Retirement

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4.3 - M&A Transactions similar to Crest Retirement

Selected M&A transactions

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

About Crest Retirement

What does Crest Retirement do?

Crest Retirement is a provider of customized retirement plan and ongoing administrative services for small businesses, including accounting, recordkeepers, and payroll administration, as well as financial and investment advisory services.

Who are Crest Retirement's competitors?

Crest Retirement's competitors and similar companies include Finanzguru, Archway Technology, Orc, DealHub, and Trim.

Where is Crest Retirement headquartered?

Crest Retirement is headquartered in United States.

How many employees does Crest Retirement have?

Crest Retirement has 1,000 employees 🔒.

When was Crest Retirement founded?

Crest Retirement was founded in 2010 🔒.

What sector and industry vertical is Crest Retirement in?

Crest Retirement is in the Enterprise Software 🔒 sector and industry

M&A Buyers & Acquirers for Crest Retirement

Who are the top strategic acquirers in Crest Retirement's sector and industry

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

Which M&A buyer groups are most relevant for Crest Retirement?

Top strategic M&A buyers groups and sectors for Crest Retirement include █████████████████ , ████████████████, █████████████, ████████████, and ████████████████ 🔒.

Financial Investors investing in Crest Retirement's sector and industry vertical

Which are the top PE firms investing in Crest Retirement's sector and industry vertical?

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

Who are the top buyout funds acquiring in Crest Retirement's sector and industry vertical?

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

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

Growth funds and venture capital funds investing in companies similar to Crest Retirement include █████████, ██████████, ████████████, and ████████████ 🔒.

Valuation benchmarks of companies in Crest Retirement's sector and industry

Which are the key public companies that are relevant trading comps benchmarks for Crest Retirement?

The key public trading comparables and valuation benchmarks for Crest Retirement include █████████, ██████████, ████████████, and ████████████ 🔒.

Which are the key trading comparable groups for Crest Retirement for public valuation benchmarks?

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

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

Access recent funding rounds and capital raises in Crest Retirement'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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