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Company profile: Sommers Financial

1.1 - Company Overview

Sommers Financial Logo

Sommers Financial

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

Company description

  • Provider of reasonably priced, personalized wealth management services for individuals, families, and businesses, tailored to clients’ needs and lifestyles to help build wealth and reach financial goals.

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 Sommers Financial

City Fiduciary Logo

City Fiduciary

HQ: United States Website
  • Description: Provider of wealth management services including tax, bookkeeping, payroll, consulting, investments, and insurance.
  • 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 City Fiduciary company profile →
Marrella Logo

Marrella

HQ: United States Website
  • Description: Provider of holistic wealth management and financial consulting services, including a virtual family office offering personal CFO support for ultra-high-net-worth families; multigenerational wealth planning; strategic business planning; lifestyle management; and philanthropy integration to align financial decisions with personal goals and legacy.
  • 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 Marrella company profile →
Evolute Logo

Evolute

HQ: Switzerland Website
  • Description: Provider of comprehensive technology and outsourcing solutions for portfolio and asset management in Switzerland, serving banks, asset managers (with and without collective investments), and family offices, supporting the outsourcing of comprehensive software solutions and compliance.
  • 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 Evolute company profile →
The Markets Logo

The Markets

HQ: United States Website
  • Description: Provider of research, estimates, and workflow solutions for institutional investment management firms worldwide, serving over 2,000 firms.
  • 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 The Markets company profile →
Datek Logo

Datek

HQ: United States Website
  • Description: Provider of online trading services and retail financial services; a Wall Street leader in the conversion to electronic markets and an internet pioneer delivering the power of professional stock trading to individual investors.
  • 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 Datek 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 Sommers Financial

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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 Sommers Financial

2.2 - Growth funds investing in similar companies to Sommers Financial

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4 - Top valuation comps for Sommers Financial

4.2 - Public trading comparable groups for Sommers Financial

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4.3 - M&A Transactions similar to Sommers Financial

Selected M&A transactions

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

About Sommers Financial

What does Sommers Financial do?

Sommers Financial is a provider of reasonably priced, personalized wealth management services for individuals, families, and businesses, tailored to clients’ needs and lifestyles to help build wealth and reach financial goals.

Who are Sommers Financial's competitors?

Sommers Financial's competitors and similar companies include City Fiduciary, Marrella, Evolute, The Markets, and Datek.

Where is Sommers Financial headquartered?

Sommers Financial is headquartered in United States.

How many employees does Sommers Financial have?

Sommers Financial has 1,000 employees 🔒.

When was Sommers Financial founded?

Sommers Financial was founded in 2010 🔒.

What sector and industry vertical is Sommers Financial in?

Sommers Financial is in the Enterprise Software 🔒 sector and industry

M&A Buyers & Acquirers for Sommers Financial

Who are the top strategic acquirers in Sommers Financial's sector and industry

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

Which M&A buyer groups are most relevant for Sommers Financial?

Top strategic M&A buyers groups and sectors for Sommers Financial include █████████████████ , ████████████████, █████████████, ████████████, and ████████████████ 🔒.

Financial Investors investing in Sommers Financial's sector and industry vertical

Which are the top PE firms investing in Sommers Financial's sector and industry vertical?

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

Who are the top buyout funds acquiring in Sommers Financial's sector and industry vertical?

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

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

Growth funds and venture capital funds investing in companies similar to Sommers Financial include █████████, ██████████, ████████████, and ████████████ 🔒.

Valuation benchmarks of companies in Sommers Financial's sector and industry

Which are the key public companies that are relevant trading comps benchmarks for Sommers Financial?

The key public trading comparables and valuation benchmarks for Sommers Financial include █████████, ██████████, ████████████, and ████████████ 🔒.

Which are the key trading comparable groups for Sommers Financial for public valuation benchmarks?

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

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

Access recent funding rounds and capital raises in Sommers Financial'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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