Company profile: Financial Database Services
1.1 - Company Overview
Company description
- Provider of a broker-dealer back office commission processing and compliance platform, offering advisor compensation management, compliance solutions, and advisor onboarding for broker-dealers and wealth management firms, with capabilities for transaction processing including reps, products, payout rates, and client registrations.
Products and services
- Advisor Compensation Management: Enterprise-grade system that automates commission accounting via CAESAR, linking Reps, Products, Payout Rates, and Client Registrations to calculate payouts and support broker-dealers and wealth management advisors
- Advisor Onboarding Solutions: Modular services that expedite new advisor setup by creating Rep records and Client Registrations within CAESAR, standardizing product assignments and payout rates for broker-dealers and wealth managers
- Compliance Solutions: Regulatory-grade components that align broker-dealer and wealth management transaction processing in CAESAR, enforcing required registrations and payout rules to ensure adherence to applicable regulatory requirements
Key contacts
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Financial details
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1.2 - Competitors and similar companies to Financial Database Services
CI Direct Investing
HQ: Canada
Website
- Description: Provider of online portfolio management and financial advice for Canadians, offering CI Direct Investing, an automated investment and savings platform with professional advice and investment management; ETF, impact, and private portfolios; a high interest savings account; and financial planning tools and calculators.
- 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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Autostock
HQ: Sweden
Website
- Description: Provider of analysis methods and automatic trading strategies.
- 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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Upright
HQ: United States
Website
- Description: Provider of an end-to-end real estate investment platform enabling accredited investors to participate in short-term residential real estate debt opportunities, offering investment options including Individual Project Notes, Pre-Fund, Horizon Fund, and Blueprint Fund to suit different investment preferences.
- 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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Adhesion Wealth
HQ: United States
Website
- Description: Provider of wealth advisor solutions for independent financial advisors and wealth managers, offering WealthADV, an investment operations platform for unified managed accounts; overlay and tax-optimized portfolio management; investment program design and administration; overlay management; tax management; trading and rebalancing; multi-custodial capabilities; outsourced managed account solutions; and client-specific customization.
- 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 Adhesion Wealth company profile →
Derivix
HQ: United States
Website
- Description: Provider of financial services software for options pricing, risk visualization, and analytics, serving leading options traders, sales traders, hedge funds, and financial institutions.
- 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 Derivix 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 Financial Database Services
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Buyer group 3: ████████ ████████
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3. Investors and private equity firms
3.1 - Buyout funds investing in similar companies to Financial Database Services
2.2 - Growth funds investing in similar companies to Financial Database Services
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4 - Top valuation comps for Financial Database Services
4.2 - Public trading comparable groups for Financial Database Services
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