Company profile: Wasmer Schroeder
1.1 - Company Overview
Company description
- Provider of employee-owned investment management services to private funds, high net worth individuals, endowments and foundations, banking and thrift institutions, corporations and other businesses, boutique wealth advisors, single and multi-family offices, trust companies, and brokerage platforms.
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 Wasmer Schroeder
BamSEC
HQ: United States
Website
- Description: Provider of SEC filings and earnings transcripts services offering intelligent document search, flexible screening tools, one-click table downloads to Excel and historical tables, collaboration and organization features, plus document comparison, insider transactions and institutional holdings tables, email alerts, and clean PDFs.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
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Wiser Investments
HQ: Canada
Website
- Description: Provider of a digital investment technology platform that offers advisors seamless integration with their brand and tools to grow AUM, diversify their client base, and automate the operational side of their business, letting advisors focus on advising clients.
- 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 Wiser Investments company profile →
Smart
HQ: United Kingdom
Website
- Description: Provider of a savings and investments technology platform offering software for a range of pension services, including its own pension scheme, and custom enterprise solutions for international markets, aimed at transforming retirement, savings, and financial well-being worldwide.
- 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 Smart company profile →
Sprint Enterprise Technology
HQ: United Kingdom
Website
- Description: Provider of investment workflow solutions for the UK financial advisory market, including FINIO, a data integration hub that streamlines valuation and transaction data with accurate, consistent formatting, and Fastrak, client investment reporting software that automates portfolio management, annual rebalancing, fund switch recommendations, and new investment reporting.
- 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 Sprint Enterprise Technology company profile →
Snap Projections
HQ: Canada
Website
- Description: Provider of intuitive financial planning software that helps wealth professionals build customized wealth and retirement plans for their clients. It is easy to use, super quick, flexible to model a variety of client-specific situations, and produces reports clients understand and appreciate.
- 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 Snap Projections 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 Wasmer Schroeder
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Buyer group 2: ████████ ████████
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Buyer group 3: ████████ ████████
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Key Products: ████████, ████████, ████████, ████████
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3. Investors and private equity firms
3.1 - Buyout funds investing in similar companies to Wasmer Schroeder
2.2 - Growth funds investing in similar companies to Wasmer Schroeder
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4 - Top valuation comps for Wasmer Schroeder
4.2 - Public trading comparable groups for Wasmer Schroeder
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