Company profile: Neovest
1.1 - Company Overview
Company description
- Provider of broker-neutral financial technology for brokers, investors, and active traders, offering a comprehensive investment management platform (portfolio, order and execution management, compliance, risk analytics, post-trade), a multi-broker OEMS for equities, futures, options, and FX, along with risk analytics, compliance management, post-trade processing, and data integration and reporting.
Products and services
- Order and Execution Management System (OEMS): A multi-broker electronic trading platform that routes orders and manages execution with broker connectivity across equities, futures, options, and FX markets
- Risk Analytics: A real-time analytical suite that evaluates derivative sensitivities, applies market shocks, and computes Value at Risk (VaR) with consistent outputs across all modules and reports
- PortfolioOne: A broker-neutral investment management system that centralizes portfolio, order, and execution management with embedded compliance, risk analytics, and post-trade processing across a unified platform
Key contacts
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Financial details
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1.2 - Competitors and similar companies to Neovest
Sweep
HQ: United States
Website
- Description: Provider of solutions that help people plan for the future, grow savings, and better direct their money, supporting a path to financial independence and easier, more enjoyable lives.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
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- Total funding raised: $●●●m
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Embark
HQ: United Kingdom
Website
- Description: Provider of retirement and financial services, offering a customizable white-label platform for wealth management propositions, the Stocktrade execution-only stockbroking platform for equity trading across UK, Europe and North America, and Horizon Funds, five actively managed multi-asset funds tailored to investor risk profiles over medium to long-term horizons.
- 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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- Acquisitions: ●●
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Unifimoney
HQ: United States
Website
- Description: Provider of a turnkey digital wealth management platform-as-a-service for community banks and credit unions, offering an integrated checking and investment account, a robo-advisor, trading in 70+ cryptocurrencies, 10K+ equities/ETFs, and precious metals, money market funds, curated investment themes, and a credit card with cashback redeemable as gold, bitcoin, or equity; embedded in Alkami, Q2, and Jack Henry Banno.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
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AssetEye
HQ: United States
Website
- Description: Provider of advanced software solutions for real estate investors, enabling asset and portfolio managers to evaluate performance, trends, and operations across portfolios with transparency into property-level data. The AssetEye platform includes data aggregation services (DAS) that accept files from a variety of sources, including all popular property management systems.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
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Templum
HQ: United States
Website
- Description: Provider of scalable infrastructure for alternative assets, offering Templum One, a private markets platform for broker-dealers, RIAs, and other financial entities to showcase investments, manage accounts, and streamline purchasing; Private Markets Suite on Microsoft Azure for lifecycle automation; ATS for continuous trading of unregistered private securities; QMS for LP liquidity; and workflow and investor communication solutions.
- 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 Templum 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 Neovest
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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 Neovest
2.2 - Growth funds investing in similar companies to Neovest
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4 - Top valuation comps for Neovest
4.2 - Public trading comparable groups for Neovest
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