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Company profile: Wealthsite

1.1 - Company Overview

Wealthsite Logo

Wealthsite

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

Company description

  • Provider of a wealth management platform that equips clients with key essentials for communicating effectively and scaling their business profitably and efficiently, with customization support to solve challenges.

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 Wealthsite

Wiser Investments Logo

Wiser Investments

HQ: Canada Website
  • Description: Provider of a digital investment technology platform that offers advisors seamless integration with their brand and tools to grow AUM, diversify their client base, and automate the operational side of their business, letting advisors focus on advising clients.
  • 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 Wiser Investments company profile →
Alveo Technologies Logo

Alveo Technologies

HQ: United Kingdom Website
  • Description: Provider of market data integration and analytics solutions for financial services, optimizing the management of market and reference data. Offers cloud-native data aggregation and data quality management to help clients access trusted data and maximize data ROI.
  • 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 Alveo Technologies company profile →
Squeeze Report Logo

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: ●●
View full Squeeze Report company profile →
Deutsche Börse Logo

Deutsche Börse

HQ: Germany Website
  • Description: Provider of market infrastructure for global capital markets, including trading, clearing, and settlement; financial market data and analytics; index development and management; IT solutions and global IT services; fund management and administration; and collateral and liquidity management for investors, financial institutions, and companies.
  • 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 Deutsche Börse company profile →
SmartX Advisory Solutions Logo

SmartX Advisory Solutions

HQ: United States Website
  • Description: Provider of a UMA/SMA platform giving advisors access to institutional-quality managers. SMArtY delivers model portfolios from global asset managers plus tools like automated rebalancing and tax harvesting. Also offers BillFiX for automated billing with integrations, a data analytics platform for asset manager insights, and APIs to streamline advisory firm processes and enhance product delivery and client experience.
  • 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 SmartX Advisory Solutions 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 Wealthsite

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Buyer group 1: ████████ ████████

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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 Wealthsite

2.2 - Growth funds investing in similar companies to Wealthsite

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4 - Top valuation comps for Wealthsite

4.2 - Public trading comparable groups for Wealthsite

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4.3 - M&A Transactions similar to Wealthsite

Selected M&A transactions

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

About Wealthsite

What does Wealthsite do?

Wealthsite is a provider of a wealth management platform that equips clients with key essentials for communicating effectively and scaling their business profitably and efficiently, with customization support to solve challenges.

Who are Wealthsite's competitors?

Wealthsite's competitors and similar companies include Wiser Investments, Alveo Technologies, Squeeze Report, Deutsche Börse, and SmartX Advisory Solutions.

Where is Wealthsite headquartered?

Wealthsite is headquartered in United States.

How many employees does Wealthsite have?

Wealthsite has 1,000 employees 🔒.

When was Wealthsite founded?

Wealthsite was founded in 2010 🔒.

What sector and industry vertical is Wealthsite in?

Wealthsite is in the Enterprise Software 🔒 sector and industry

M&A Buyers & Acquirers for Wealthsite

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

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

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

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

Financial Investors investing in Wealthsite's sector and industry vertical

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

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

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

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

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

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

Valuation benchmarks of companies in Wealthsite's sector and industry

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

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

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

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

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

Access recent funding rounds and capital raises in Wealthsite'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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