Company profile: Obsidian Suite
1.1 - Company Overview
Company description
- Provider of cloud-based software for fund managers, including a portal framework for investment managers that optimizes investor relations to support business growth. Its flagship product, Obsidian Suite, helps build lasting investor relationships.
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 Obsidian Suite
Voyant
HQ: United States
Website
- Description: Provider of collaborative financial planning and wealth management software for advisers and their clients, including a free do-it-yourself platform that lets consumers visually model 'what if' scenarios (e.g., birth of a child or early retirement) to illustrate the real-time, big-picture impact of important financial decisions.
- 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 Voyant company profile →
Third Party
HQ: United States
Website
- Description: Provider of a REST-based API platform delivering core online brokerage features to build investing financial applications, enabling investing from anywhere on any device and supporting any product concept, pricing model, and delivery method.
- 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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Executive Wealth Management
HQ: United Kingdom
Website
- Description: Provider of financial advice to private clients, small business owners, families, and trustees, predominately on a fee basis, offering services including protection, investments, pensions, auto-enrollment, and mortgages to assist clients in achieving their financial objectives.
- 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 Executive Wealth Management company profile →
FNZ
HQ: United Kingdom
Website
- Description: Provider of a global end-to-end wealth management platform integrating technology, business and investment operations for financial institutions. Capabilities span financial planning, trade execution, custody and workplace retirement, delivered via cloud-native, API-enabled infrastructure with hyper-personalization, automation, regulatory compliance, a model marketplace, and FNZ Connect for digital experiences and automated workflows.
- 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 FNZ company profile →
Venturelytic
HQ: The Netherlands
Website
- Description: Provider of investment software for next-generation investment managers to make data-driven decisions, offering Deal Structuring, Deal Analytics, and Deal Prediction. The platform delivers end-to-end dealflow management and portfolio monitoring, Crunchbase integration to push company details, a centralized one source of truth for reporting and status, and collaboration tools with teams, prospects, and portfolio 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 Venturelytic 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 Obsidian Suite
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Buyer group 2: ████████ ████████
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Key Products: ████████, ████████, ████████, ████████
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Buyer group 3: ████████ ████████
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Key Products: ████████, ████████, ████████, ████████
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3. Investors and private equity firms
3.1 - Buyout funds investing in similar companies to Obsidian Suite
2.2 - Growth funds investing in similar companies to Obsidian Suite
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4 - Top valuation comps for Obsidian Suite
4.2 - Public trading comparable groups for Obsidian Suite
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