Company profile: Shareholder InSite
1.1 - Company Overview
Company description
- Provider of SaaS-based solutions enabling private companies and venture capital and private equity investors to track, manage, and analyze shareholder data, delivered by a team of financial and software professionals based in Nashville, TN and Boulder, CO.
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 Shareholder InSite
ETF.com
HQ: United States
Website
- Description: Provider of ETF news, analysis, and investment tools for investors and advisors. A single source for ETF intelligence, offering an ETF Screener, Fund Flows tracking, ETF comparisons, detailed holdings data, ETF University education on fixed income, cryptocurrency and artificial intelligence, and an Advisor Center with resources and insights.
- 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 ETF.com company profile →
Vaamo
HQ: Germany
Website
- Description: Provider of automated investment solutions and tailored financial advice, offering diversified portfolios that automatically adjust to market conditions and individual risk profiles, ETF guidance with real estate cash flow strategies, retirement planning, and educational podcasts and videos to help private individuals access capital markets and pursue long-term financial goals at minimum cost.
- 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 Vaamo company profile →
Pipe
HQ: United States
Website
- Description: Provider of a global trading platform for recurring revenue streams, connecting companies to institutional investors for real-time trading. Makes recurring revenue tradable at annual value to increase cash flow for scaling companies. Offers Pipe Capital Platform to convert future revenue into immediate, non-dilutive capital, and Pipe Embedded enabling partners to deliver embedded financing within their platforms.
- 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 Pipe company profile →
FinTron
HQ: United States
Website
- Description: Provider of investing and banking solutions for the mobile generation, enabling young post-college graduates to start investing with FinTron's portfolios and educational learning modules that provide a solid foundation.
- 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 FinTron company profile →
Tradovate
HQ: United States
Website
- Description: Provider of a modern, cloud-based futures trading platform and online brokerage for active retail traders, offering subscription-based, commission-free trading, access on Windows, Mac, and mobile; market replay; Depth of Market; a trading and research app with charts and 40+ indicators; third-party charting integrations including TradingView; custom JavaScript indicators; and no additional platform fees.
- 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 Tradovate 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 Shareholder InSite
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Key Products: ████████, ████████, ████████, ████████
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Buyer group 2: ████████ ████████
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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 Shareholder InSite
2.2 - Growth funds investing in similar companies to Shareholder InSite
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4 - Top valuation comps for Shareholder InSite
4.2 - Public trading comparable groups for Shareholder InSite
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