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Company profile: Advicent

1.1 - Company Overview

Advicent Logo

Advicent

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

Company description

  • Provider of SaaS technology solutions for the financial advice and planning industry in the United States and Canada. Offers financial planning, goals assessment, and marketing communications tools, including NaviPlan used by banks, insurance providers, and broker-dealers in North America; used by thousands of financial professionals, including dozens of the world’s largest financial institutions.

Products and services

  • Goals Assessment Tools: Advicent engineers SaaS-based goals assessment tools used by thousands of financial professionals, including dozens of the world’s largest financial institutions in the U.S. and Canada
  • Marketing Communications Tools: Advicent delivers enterprise-grade marketing communications tools for financial services, used by thousands of financial professionals across the United States and Canada
  • NaviPlan: Advicent architects SaaS-based financial planning software used by banks, insurance providers, and broker-dealers in North America, serving the financial advice and planning industry

Key contacts

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Financial details

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1.2 - Competitors and similar companies to Advicent

Octobat Logo

Octobat

HQ: France Website
  • Description: Provider of SaaS for automatic invoicing and tax calculation for online payments. Offers automated invoicing for one-time and recurring billing, a tax engine ensuring EU VAT and international compliance, manual invoice creation with consistent sequencing, auto delivery of invoices and credit notes, multi-language invoices (100+), multi-currency compliance (30+ using ECB FX), plus analytics and expense reports.
  • 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 Octobat company profile →
GHX Logo

GHX

HQ: United States Website
  • Description: Provider of healthcare supply chain and financial solutions, including GHX ePay for multi-modality payments, GHX eInvoicing for electronic invoicing, Exchange Enterprise for automation, data synchronization and analytics, GHX Marketplace for preferred-source purchasing, GHX Data Connect for Cloud linking demand signals to item data, and Vendormate Credentialing for vendor compliance and facilities access, helping reduce costs and improve margins.
  • 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 GHX company profile →
Marosa Logo

Marosa

HQ: United Kingdom Website
  • Description: Provider of tax technology solutions that automate VAT reporting and multi-country e-invoicing globally, offering one-stop software with tax-minded data analytics, automatic VAT return generation and submissions, e-reporting, and localized solutions for Spanish SII, Italian and Romanian e-invoicing, plus country VAT manuals and ERP configuration for compliance.
  • 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 Marosa company profile →
LucaNet Logo

LucaNet

HQ: Germany Website
  • Description: Provider of a CFO solution platform with standardized, ready-to-use, enterprise-grade workflows for finance teams. Offers financial consolidation (multi-standards, multi-currency), intercompany reconciliation, financial planning and budgeting, forecasting and scenario planning, and group controlling, with automated validation, secure data transfer, reporting, and interactive analysis.
  • 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 LucaNet company profile →
Onestep Logo

Onestep

HQ: United Kingdom Website
  • Description: Provider of cloud-based application software and related services supporting the complete debt recovery process, offering a comprehensive integrated platform with a client web portal, mobile solutions for field agents, and online payments.
  • 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 Onestep 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 Advicent

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Buyer group 1: ████████ ████████

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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 Advicent

2.2 - Growth funds investing in similar companies to Advicent

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4 - Top valuation comps for Advicent

4.2 - Public trading comparable groups for Advicent

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4.3 - M&A Transactions similar to Advicent

Selected M&A transactions

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

About Advicent

What does Advicent do?

Advicent is a provider of SaaS technology solutions for the financial advice and planning industry in the United States and Canada. Offers financial planning, goals assessment, and marketing communications tools, including NaviPlan used by banks, insurance providers, and broker-dealers in North America; used by thousands of financial professionals, including dozens of the world’s largest financial institutions.

Who are Advicent's competitors?

Advicent's competitors and similar companies include Octobat, GHX, Marosa, LucaNet, and Onestep.

Where is Advicent headquartered?

Advicent is headquartered in United States.

How many employees does Advicent have?

Advicent has 1,000 employees 🔒.

When was Advicent founded?

Advicent was founded in 2010 🔒.

What sector and industry vertical is Advicent in?

Advicent is in the Enterprise Software 🔒 sector and industry

M&A Buyers & Acquirers for Advicent

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

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

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

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

Financial Investors investing in Advicent's sector and industry vertical

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

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

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

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

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

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

Valuation benchmarks of companies in Advicent's sector and industry

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

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

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

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

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What are recent capital raises and funding rounds in Advicent's' sector and industry vertical?

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