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Company profile: Subserveo

1.1 - Company Overview

Subserveo Logo

Subserveo

Headquarter: Canada
Founded: 20XX🔒
Employees: 100-500🔒

Company description

  • Provider of complete automated compliance and surveillance solutions for broker-dealers and investment advisors across the U.S. and Canada; a patented offering relied on by compliance officers, branch managers, and business unit supervisors for daily compliance supervision, risk management, and reporting.

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 Subserveo

LFM Wealth Management Logo

LFM Wealth Management

HQ: United States Website
  • Description: Provider of investment management and financial planning services.
  • 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 LFM Wealth Management company profile →
Dynamo Software Logo

Dynamo Software

HQ: United States Website
  • Description: Provider of a configurable, cloud-based investment management platform for the alternative asset industry that consolidates front, middle, and back office operations for GPs, LPs, and service providers, with modules for investor relations, deal management, portfolio monitoring, fund accounting integration, and an investor portal.
  • 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 Dynamo Software company profile →
Tick Data Logo

Tick Data

HQ: United States Website
  • Description: Provider of clean, research-ready global historical intraday data for equities, futures, options, forex, and cash indices, plus data tools: TickWrite 7 and TickWrite Web for custom time series, TickAPI data-on-demand access, Deep History Data delivery, and OneTick, an in-memory database and time series engine.
  • 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 Tick Data company profile →
Fundica Logo

Fundica

HQ: Canada Website
  • Description: Provider of an AI-powered funding search engine that aggregates programs and matches businesses with relevant opportunities via crowdsourcing/crawler technology; backend data tools to visualize profiles and connect organizations with qualified leads; and a white-label solution to embed funding search in existing platforms. Also manages the cross-Canada Funding Roadshow.
  • 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 Fundica company profile →
Docupace Logo

Docupace

HQ: United States Website
  • Description: Provider of digitization and automation solutions for the financial advice and investment industry, including client onboarding with pre-populated forms and compliance checks, cloud-based document management, digital advisor transitions, an RIA productivity suite, automated delivery of regulatory disclosures (Form CRS, Form ADV, DOL Rule), and pre/post-trade compliance with flagging and audit alerts.
  • 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 Docupace 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 Subserveo

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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 Subserveo

2.2 - Growth funds investing in similar companies to Subserveo

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4 - Top valuation comps for Subserveo

4.2 - Public trading comparable groups for Subserveo

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4.3 - M&A Transactions similar to Subserveo

Selected M&A transactions

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

About Subserveo

What does Subserveo do?

Subserveo is a provider of complete automated compliance and surveillance solutions for broker-dealers and investment advisors across the U.S. and Canada; a patented offering relied on by compliance officers, branch managers, and business unit supervisors for daily compliance supervision, risk management, and reporting.

Who are Subserveo's competitors?

Subserveo's competitors and similar companies include LFM Wealth Management, Dynamo Software, Tick Data, Fundica, and Docupace.

Where is Subserveo headquartered?

Subserveo is headquartered in Canada.

How many employees does Subserveo have?

Subserveo has 1,000 employees 🔒.

When was Subserveo founded?

Subserveo was founded in 2010 🔒.

What sector and industry vertical is Subserveo in?

Subserveo is in the Enterprise Software 🔒 sector and industry

M&A Buyers & Acquirers for Subserveo

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

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

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

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

Financial Investors investing in Subserveo's sector and industry vertical

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

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

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

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

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

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

Valuation benchmarks of companies in Subserveo's sector and industry

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

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

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

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

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

Access recent funding rounds and capital raises in Subserveo'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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