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Company profile: Giordano Wealth Management

1.1 - Company Overview

Giordano Wealth Management Logo

Giordano Wealth Management

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

Company description

  • Provider of wealth management advisory services based in Los Gatos, California.

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 Giordano Wealth Management

Caplin Logo

Caplin

HQ: United Kingdom Website
  • Description: Provider of single-dealer capital markets trading platforms spanning foreign exchange, cryptocurrencies, and equities, with solutions for professional traders, sales teams, corporate clients, and mobile users, offering tools for client relationship management, pre-trade, execution, post-trade, risk management, and on-the-go trading.
  • 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 Caplin company profile →
Gaudi Logo

Gaudi

HQ: United Kingdom Website
  • Description: Provider of Self-Invested Personal Pensions (SIPPs), pension drawdown, Individual Savings Accounts (ISAs), and investment 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 Gaudi company profile →
IntegriDATA Logo

IntegriDATA

HQ: United States Website
  • Description: Provider of financial technology software and consulting that helps investment managers, hedge funds, and private equity improve operational efficiencies, controls, and capabilities through technology. Solutions include EAS for automated expense allocation, CashWire for centralized, automated payment processing, and CAARS for collateral management and reconciliation for hedge funds.
  • 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 IntegriDATA company profile →
Centevo Logo

Centevo

HQ: Sweden Website
  • Description: Provider of digital services to asset managers and distributors in the Nordic region, offering an Asset Management Solution to manage investment strategies, analyze investments, track transactions, and generate reports, with compliance monitoring and risk assessment, and a Portfolio Management Solution to manage investment funds, combine statutory and sales information, analyze investments, and generate reports, with compliance monitoring and risk assessment.
  • 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 Centevo company profile →
Neurensic Logo

Neurensic

HQ: United States Website
  • Description: Provider of machine learning regtech SaaS surveillance technology that detects financial markets manipulation, delivering SaaS solutions that strengthen and protect the financial services industry, built on collaborative research between data technologists and domain experts.
  • 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 Neurensic 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 Giordano 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: ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████
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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 Giordano Wealth Management

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

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4 - Top valuation comps for Giordano Wealth Management

4.2 - Public trading comparable groups for Giordano Wealth Management

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

What does Giordano Wealth Management do?

Giordano Wealth Management is a provider of wealth management advisory services based in Los Gatos, California.

Who are Giordano Wealth Management's competitors?

Giordano Wealth Management's competitors and similar companies include Caplin, Gaudi, IntegriDATA, Centevo, and Neurensic.

Where is Giordano Wealth Management headquartered?

Giordano Wealth Management is headquartered in United States.

How many employees does Giordano Wealth Management have?

Giordano Wealth Management has 1,000 employees 🔒.

When was Giordano Wealth Management founded?

Giordano Wealth Management was founded in 2010 🔒.

What sector and industry vertical is Giordano Wealth Management in?

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

M&A Buyers & Acquirers for Giordano Wealth Management

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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What are recent M&A transactions in Giordano Wealth Management's sector and industry vertical?

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

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Ready to Find the Right Buyers?

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