Company profile: Flourish
1.1 - Company Overview
Company description
- Provider of a fintech platform offering digitally enabled products and services to registered investment and financial advisers (RIAs), including an established cash management module, Flourish Cash, to improve financial lives and retirement outcomes and deliver innovative investment options.
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 Flourish
Ipreo
HQ: United States
Website
- Description: Provider of financial services technology, data and analytics, offering market intelligence, deal execution platforms, investor communication tools, and new issuance software solutions across equity and fixed income for investment banks and corporations worldwide; serving hundreds of corporations listed on major exchanges globally.
- 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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Alpima
HQ: United Kingdom
Website
- Description: Provider of personalised financial intelligence, combining decades of global markets expertise with advances in data science and technology to help professional and institutional investors harness the digitization of finance. Delivers a secure, scalable, high-performance environment on the cloud or on premise to enable truly personalised service at scale.
- 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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Squeeze Report
HQ: United States
Website
- Description: Provider of an investment community website offering free and paid services, featuring proprietary stock trading algorithms, including predictive short and long models to identify potential gains, serving thousands of subscribers.
- 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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Freetrade
HQ: United Kingdom
Website
- Description: Provider of a commission-free investment platform for self-directed trading in stocks and ETFs, offering a Stocks and Shares ISA, Self-Invested Personal Pension, and General Investment Account; fractional shares of US companies from £2; interest on uninvested cash; and priority customer service for higher-tier plans.
- 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 Freetrade company profile →
Penny
HQ: United States
Website
- Description: Provider of a personal finance app that helps users track income and spending by accessing statement history with permission, using that information to manage finances and delivering chat-based updates on monthly performance and forecasts of where users will be next.
- 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 Penny 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 Flourish
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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 Flourish
2.2 - Growth funds investing in similar companies to Flourish
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4 - Top valuation comps for Flourish
4.2 - Public trading comparable groups for Flourish
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