Company profile: Blaze Portfolio
1.1 - Company Overview
Company description
- Provider of web-based, tax-optimized portfolio rebalancing and scalable trade order management for wealth managers, investment advisors and multi-family offices. Features include real-time multi-custodian order management; tax-loss harvesting and location optimization; daily and intra-day cash management; trading compliance and data accuracy; and integrations with portfolio accounting, reporting, custodian and execution systems.
Products and services
- Trade Order Management: Architects scalable, real-time order management to manage order flow across multiple custodians and asset/security classes, streamlining trading within ATOM Align for investment advisors and wealth managers
- Portfolio Rebalancing: Delivers web-based modeling to implement complex strategies and monitor asset allocations across portfolios, enabling efficient reallocation aligned with models used by wealth managers and multi-family offices
- Tax Management: Offers tax-optimized tools for tax-loss harvesting and location optimization to improve after-tax outcomes across portfolios for investment advisors, digital advisors, and industry partners
Key contacts
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Financial details
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1.2 - Competitors and similar companies to Blaze Portfolio
Fundspire
HQ: United States
Website
- Description: Provider of a cloud-based web platform for analytics and reporting for the investment and hedge fund industry, enabling investment professionals to source ideas, analyze risks, create portfolios, and build client reports.
- 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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Liquid Market Capital
HQ: United States
Website
- Description: Provider of financial technology solutions and broker-dealer services, registered with the U.S. SEC and FINRA, and operator of an alternative trading system that plans to use blockchain technology as part of its operations.
- 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 Liquid Market Capital company profile →
Dojima Solutions
HQ: United States
Website
- Description: Provider of global trading, clearing, matching, and connectivity solutions addressing challenges from evolving global derivatives reforms, delivered by a niche technology firm founded by industry veterans, with operations based out of New York, London, Singapore, and Chennai.
- 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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Interactive Advisory Software
HQ: United States
Website
- Description: Provider of wealth management software-as-a-service solutions for financial advisors and wealth managers, offering Solution 360°, a unified platform that combines portfolio management, financial planning, customer relationship management, rebalancing, client access portals, and back office service.
- 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 Interactive Advisory Software company profile →
Figlo
HQ: The Netherlands
Website
- Description: Provider of state-of-the-art software for consumer financial awareness, delivered to financial advisors, banking and insurance professionals. Solutions include tools for comprehensive financial planning, mortgage advice, secure client portals for data management and collaboration, alerts based on client financial data, calculation engines for mortgages and pensions, and maxhyp.nl for maximum mortgage calculations.
- 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 Figlo 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 Blaze Portfolio
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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 Blaze Portfolio
2.2 - Growth funds investing in similar companies to Blaze Portfolio
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4 - Top valuation comps for Blaze Portfolio
4.2 - Public trading comparable groups for Blaze Portfolio
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