Company profile: GuideVine
1.1 - Company Overview
Company description
- Provider of enterprise-level, conversion-focused SaaS platforms and tools that help financial services firmsβincluding wealth and asset management, insurance, and tax advisory firmsβconnect with prospects, serve clients, grow their client base, and optimize marketing spend and mix.
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 GuideVine
Etops
HQ: Switzerland
Website
- Description: Provider of a Swiss WealthTech B2B SaaS platform for family offices, wealth managers, asset managers, banks, developers, and pension funds, offering tailored wealth data analysis, powerful monitoring, intuitive reporting, efficient fee management, and a user-friendly interface, with data analytics and AI capabilities.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: βββββ
- Total funding raised: $βββm
- Backers: ββββββββββ
- Acquisitions: ββ
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Vantage Software
HQ: United States
Website
- Description: Provider of deal management, investor relations, fundraising, portfolio and partnership accounting, reporting, and performance analysis software and fund administration services for global investment managers. Offerings include Vantage Insight, Vantage Investor, Vantage Fundraising, Vantage Portfolio Accounting, Vantage Deal Suite, and fund administration via NJA Solutions.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: βββββ
- Total funding raised: $βββm
- Backers: ββββββββββ
- Acquisitions: ββ
View full Vantage Software company profile β
Aggredium Finance
HQ: United Kingdom
Website
- Description: Provider of financial data analytics services for fundamental financial data companies.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: βββββ
- Total funding raised: $βββm
- Backers: ββββββββββ
- Acquisitions: ββ
View full Aggredium Finance company profile β
Fundica
HQ: Canada
Website
- Description: Provider of an AI-powered funding search engine that aggregates programs and matches businesses with relevant opportunities via crowdsourcing/crawler technology; backend data tools to visualize profiles and connect organizations with qualified leads; and a white-label solution to embed funding search in existing platforms. Also manages the cross-Canada Funding Roadshow.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: βββββ
- Total funding raised: $βββm
- Backers: ββββββββββ
- Acquisitions: ββ
View full Fundica company profile β
TownSquare Capital
HQ: United States
Website
- Description: Provider of portfolio management, trading, audit, and wealth management advisory services through a full-service investment and trading platform serving independent wealth advisers, institutions, high-net-worth individuals, family offices, accounting firms, and banks.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: βββββ
- Total funding raised: $βββm
- Backers: ββββββββββ
- Acquisitions: ββ
View full TownSquare Capital company profile β
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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 GuideVine
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Buyer group 1: ββββββββ ββββββββ
ββ companies
Description: ββββββββ ββββββββ ββββββββ ββββββββ ββββββββ ββββββββ ββββββββ ββββββββ ββββββββ ββββββββ
Key Products: ββββββββ, ββββββββ, ββββββββ, ββββββββ
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Buyer group 2: ββββββββ ββββββββ
ββ companies
Description: ββββββββ ββββββββ ββββββββ ββββββββ ββββββββ ββββββββ ββββββββ ββββββββ ββββββββ ββββββββ
Key Products: ββββββββ, ββββββββ, ββββββββ, ββββββββ
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Buyer group 3: ββββββββ ββββββββ
ββ companies
Description: ββββββββ ββββββββ ββββββββ ββββββββ ββββββββ ββββββββ ββββββββ ββββββββ ββββββββ ββββββββ
Key Products: ββββββββ, ββββββββ, ββββββββ, ββββββββ
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3. Investors and private equity firms
3.1 - Buyout funds investing in similar companies to GuideVine
2.2 - Growth funds investing in similar companies to GuideVine
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4 - Top valuation comps for GuideVine
4.2 - Public trading comparable groups for GuideVine
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