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Company profile: AdvisorPeak

1.1 - Company Overview

AdvisorPeak Logo

AdvisorPeak

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

Company description

  • Provider of rebalancing software, portfolio modeling, investment rebalancing, and trading software for financial advisors.

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 AdvisorPeak

PrimaryBid Logo

PrimaryBid

HQ: United Kingdom Website
  • Description: Provider of the PrimaryBid Platform, giving retail investors fair, equal access to public company share and bond offers, settling to existing accounts, with solutions for partners: PrimaryBid Connect (web portal and API for platforms and brokerages), PrimaryBid Fuse (co-branded investor interface), and Connect API for automated in-platform subscriptions.
  • 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 PrimaryBid company profile →
RealtyShares Logo

RealtyShares

HQ: United States Website
  • Description: Provider of a real estate investment platform giving investors direct access to quality commercial real estate opportunities and connecting individual and institutional investors with experienced real estate operators raising capital. Offers account management services, financial matchmaking between investors and managers, and accredited investor verification.
  • 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 RealtyShares company profile →
Earned Wealth Logo

Earned Wealth

HQ: United States Website
  • Description: Provider of a wealth management platform for doctors, offering personalized financial planning, investment strategies, tax planning, career advisory, insurance, debt management, and trust & estate services. Services include ongoing advisor-led management using the Doctor Wealth Playbook, a three-month Wealth Diagnostic, tax-smart investing, custom indexing, and private investments for accredited investors.
  • 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 Earned Wealth company profile →
Archway Technology Logo

Archway Technology

HQ: United States Website
  • Description: Provider of software and services for single- and multi-family offices, private banks, investment advisors and hedge funds, offering a wealth management platform integrating accounting, investment data aggregation and reporting; bill payment and expense reporting; partnership accounting administration; investment and fund accounting software.
  • 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 Archway Technology company profile →
London House Exchange Logo

London House Exchange

HQ: United Kingdom Website
  • Description: Provider of a technology-backed property investment platform offering the regulated LHX Trading Exchange to buy and sell shares in individual residential properties, LHX Mortgage Bonds with returns secured against property assets, an Innovative Finance ISA for tax-efficient property-backed investments, and services to build diversified property portfolios.
  • 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 London House Exchange 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 AdvisorPeak

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Buyer group 1: ████████ ████████

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

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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 AdvisorPeak

2.2 - Growth funds investing in similar companies to AdvisorPeak

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4 - Top valuation comps for AdvisorPeak

4.2 - Public trading comparable groups for AdvisorPeak

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4.3 - M&A Transactions similar to AdvisorPeak

Selected M&A transactions

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

About AdvisorPeak

What does AdvisorPeak do?

AdvisorPeak is a provider of rebalancing software, portfolio modeling, investment rebalancing, and trading software for financial advisors.

Who are AdvisorPeak's competitors?

AdvisorPeak's competitors and similar companies include PrimaryBid, RealtyShares, Earned Wealth, Archway Technology, and London House Exchange.

Where is AdvisorPeak headquartered?

AdvisorPeak is headquartered in United States.

How many employees does AdvisorPeak have?

AdvisorPeak has 1,000 employees 🔒.

When was AdvisorPeak founded?

AdvisorPeak was founded in 2010 🔒.

What sector and industry vertical is AdvisorPeak in?

AdvisorPeak is in the Enterprise Software 🔒 sector and industry

M&A Buyers & Acquirers for AdvisorPeak

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

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

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

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

Financial Investors investing in AdvisorPeak's sector and industry vertical

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

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

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

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

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

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

Valuation benchmarks of companies in AdvisorPeak's sector and industry

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

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

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

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

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

Access recent funding rounds and capital raises in AdvisorPeak's sector and industry vertical including growth equity, venture capital, and buyout investments. Our database includes round size, lead investors and valuations.

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