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Company profile: Conifer

1.1 - Company Overview

Conifer Logo

Conifer

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

Company description

  • Provider of independent asset services with front-to-back capabilities across all asset classes for hedge funds, pensions, endowments, foundations, and funds of funds; serving over 200 clients worldwide with more than $100 billion in assets under administration.

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 Conifer

Alpaca Markets Logo

Alpaca Markets

HQ: Japan Website
  • Description: Provider of a financial system platform that enables developers and businesses to build apps, embed investing, and trade algorithms.
  • 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 Alpaca Markets company profile →
RealBlocks Logo

RealBlocks

HQ: United States Website
  • Description: Provider of a technology platform for online access to alternative investments, enabling investment managers to distribute custom alternative funds via financial advisors and institutions. Offers an integrated portal, Mission Control, SPV platform, secondary trading, fund setup, and virtual data rooms to manage the full fund lifecycle, including onboarding, KYC/AML, distribution, and analytics.
  • 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 RealBlocks company profile →
JCR Eurasia Rating Logo

JCR Eurasia Rating

HQ: Turkey Website
  • Description: Provider of credit assessment, audit reporting, code of conduct, and regulation services for financial sectors.
  • 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 JCR Eurasia Rating company profile →
eMoney Advisor Logo

eMoney Advisor

HQ: United States Website
  • Description: Provider of web-based wealth planning software for financial advisors, offering comprehensive goals-based and cash-flow planning, an interactive Decision Center for scenario modeling, automated account aggregation across institutions to deliver a complete financial picture, and a client portal for convenient client access.
  • 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 eMoney Advisor company profile →
Marstone Logo

Marstone

HQ: United States Website
  • Description: Provider of enterprise-ready digital wealth management solutions via a customizable, turnkey platform for banks, investment advisors, and financial institutions. Capabilities include integration with existing systems and multiple custodians, personalized ETF- and model-based portfolios, account aggregation, automated workflows/reporting, technology-partner integrations, and SEC-regulated sub-advisory for trading and rebalancing.
  • 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 Marstone 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 Conifer

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Buyer group 1: ████████ ████████

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Description: ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████
Key Products: ████████, ████████, ████████, ████████
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Buyer group 2: ████████ ████████

●● companies
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 Conifer

2.2 - Growth funds investing in similar companies to Conifer

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4 - Top valuation comps for Conifer

4.2 - Public trading comparable groups for Conifer

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4.3 - M&A Transactions similar to Conifer

Selected M&A transactions

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

About Conifer

What does Conifer do?

Conifer is a provider of independent asset services with front-to-back capabilities across all asset classes for hedge funds, pensions, endowments, foundations, and funds of funds; serving over 200 clients worldwide with more than $100 billion in assets under administration.

Who are Conifer's competitors?

Conifer's competitors and similar companies include Alpaca Markets, RealBlocks, JCR Eurasia Rating, eMoney Advisor, and Marstone.

Where is Conifer headquartered?

Conifer is headquartered in United States.

How many employees does Conifer have?

Conifer has 1,000 employees 🔒.

When was Conifer founded?

Conifer was founded in 2010 🔒.

What sector and industry vertical is Conifer in?

Conifer is in the Enterprise Software 🔒 sector and industry

M&A Buyers & Acquirers for Conifer

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

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

Which M&A buyer groups are most relevant for Conifer?

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

Financial Investors investing in Conifer's sector and industry vertical

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

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

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

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

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

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

Valuation benchmarks of companies in Conifer's sector and industry

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

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

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

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

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

Access recent funding rounds and capital raises in Conifer'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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