Company profile: Summit Wealth
1.1 - Company Overview
Company description
- Provider of a cloud-based and mobile software platform for wealth managers to manage and improve client relationships, developing each firm's private tech stack using cloud-native technologies.
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 Summit Wealth
Helios Life
HQ: United States
Website
- Description: Provider of voice analysis and natural language processing solutions for systematic investment portfolios, utilizing best-in-class neuroscience, voice extraction technologies and affective synthetics. Offerings include Comprehend Elite to analyze earnings calls and executive interviews and extract insights for quantitative analysts, and Earnings Polygraph to identify leadership sentiment and potential red flags through tonal speech analysis.
- 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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O&M Systems
HQ: United Kingdom
Website
- Description: Provider of groundbreaking software and services for the UK financial services industry, offering bureau services to advisers for charging structure comparisons and transfer analysis, and user-friendly software enabling advisers to conduct analysis and comparisons.
- 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 O&M Systems company profile →
Jay Solutions
HQ: Finland
Website
- Description: Provider of fintech solutions that assist in making investment decisions based on reliable and professionally managed data.
- 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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Moonfare
HQ: Germany
Website
- Description: Provider of a technology-enabled digital platform giving HNWIs, family offices, banks and their advisors access to top-tier private market investments, including private equity and venture capital. Offers low minimums and fees, capital calls and distributions, a secondary market for early liquidity, semi-liquid funds, and tools to aggregate demand and cherry-pick investments.
- 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 Moonfare company profile →
Kroll Bond Rating Agency
HQ: United States
Website
- Description: Provider of transparent, timely credit ratings and research. Delivers accurate, transparent risk assessments for the investment community, including ratings for asset-backed securities (auto, aviation, energy), residential and commercial mortgage-backed securities (prime, non-prime; agency, conduit, single-borrower), corporate bonds, and financial institutions, plus the KBRA Analytics data and analytics platform.
- 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 Kroll Bond Rating Agency 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 Summit Wealth
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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 Summit Wealth
2.2 - Growth funds investing in similar companies to Summit Wealth
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4 - Top valuation comps for Summit Wealth
4.2 - Public trading comparable groups for Summit Wealth
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