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Company profile: ClearPath Financial

1.1 - Company Overview

ClearPath Financial Logo

ClearPath Financial

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

Company description

  • Provider of simplified financial solutions for business owners and growth-minded individuals, using a proactive and transparent approach to help customers develop comprehensive solutions tailored to their ever-changing lifestyles.

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 ClearPath Financial

Atlas Financial Services Logo

Atlas Financial Services

HQ: United States Website
  • Description: Provider of a client and advisor experience that combines human expertise with modern technology.
  • 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 Atlas Financial Services company profile →
Derivation Logo

Derivation

HQ: United Kingdom Website
  • Description: Provider of market-leading integrated accounting, trading and risk management solutions, specialising in risk, analytics, and portfolio management solutions for institutional and hedge fund managers.
  • 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 Derivation company profile →
Milestone Group Logo

Milestone Group

HQ: Australia Website
  • Description: Provider of global investment technology solutions and automation for asset managers, fund product manufacturers, fund distributors, life and pension companies, and fund service providers, leveraging consulting and operational heritage to understand the bigger picture.
  • 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 Milestone Group company profile →
Sky Road Logo

Sky Road

HQ: United States Website
  • Description: Provider of cloud-based solutions for financial services, including Galaxy, a hosted trading platform for credit managers that integrates portfolio management, trade management, rules-based pre- and post-trade compliance with real-time analysis, mathematical optimization for rebalancing and constraints, and credit research with analyst ratings, financial reporting, and proprietary research; serving hedge funds and multi-strategy asset managers since 2005.
  • 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 Sky Road company profile →
Atom Finance Logo

Atom Finance

HQ: United States Website
  • Description: Provider of an investor app and global enterprise software, including APIs and embeddable UIs, delivering core data sets, AI-driven intelligence, and customizable UX components for rapid integration, with high-quality investment intelligence and tools for novice to expert 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 Atom Finance 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 ClearPath 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 ClearPath Financial

2.2 - Growth funds investing in similar companies to ClearPath Financial

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4 - Top valuation comps for ClearPath Financial

4.2 - Public trading comparable groups for ClearPath Financial

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4.3 - M&A Transactions similar to ClearPath Financial

Selected M&A transactions

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

About ClearPath Financial

What does ClearPath Financial do?

ClearPath Financial is a provider of simplified financial solutions for business owners and growth-minded individuals, using a proactive and transparent approach to help customers develop comprehensive solutions tailored to their ever-changing lifestyles.

Who are ClearPath Financial's competitors?

ClearPath Financial's competitors and similar companies include Atlas Financial Services, Derivation, Milestone Group, Sky Road, and Atom Finance.

Where is ClearPath Financial headquartered?

ClearPath Financial is headquartered in United States.

How many employees does ClearPath Financial have?

ClearPath Financial has 1,000 employees 🔒.

When was ClearPath Financial founded?

ClearPath Financial was founded in 2010 🔒.

What sector and industry vertical is ClearPath Financial in?

ClearPath Financial is in the Enterprise Software 🔒 sector and industry

M&A Buyers & Acquirers for ClearPath Financial

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Access recent funding rounds and capital raises in ClearPath 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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