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Company profile: AdvisoryWorld

1.1 - Company Overview

AdvisoryWorld Logo

AdvisoryWorld

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

Company description

  • Provider of portfolio analytics and financial planning software applications for investment professionals, offering asset allocation, portfolio and investment analysis, proposal generation, hypothetical illustrations, and workflow and document management for registered investment advisors, wealth managers, broker-dealers, TAMPs, banks, and insurance companies.

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 AdvisoryWorld

Axedras Logo

Axedras

HQ: Switzerland Website
  • Description: Provider of distributed ledger and blockchain-based infrastructure and applications for product and data integrity in the bullion market. Offers the Bullion Integrity Ledger for secure peer-to-peer interaction and data/document exchange, plus aXProvenance, aXCirculation, aXFinancing, and aXScanner to digitalize upstream/downstream processes and automate vault 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 Axedras company profile →
Formicary Logo

Formicary

HQ: United Kingdom Website
  • Description: Provider of consulting and systems integration services for the financial services sector, delivering integrated technology solutions that streamline front, middle and back office business processes for clients across the industry, including tier one investment banks.
  • 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 Formicary company profile →
Savant Investment Group Logo

Savant Investment Group

HQ: United States Website
  • Description: Provider of investment advisory services, delivering wealth management and retirement plan services.
  • 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 Savant Investment Group company profile →
Neptune Finance Logo

Neptune Finance

HQ: United Kingdom Website
  • Description: Provider of pre-trade bond market data and real-time connectivity, delivering sell-side bank data to buy-side investors via FIX workflows to enable meaningful conversations and increase trade volumes.
  • 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 Neptune Finance company profile →
RazorPlan Logo

RazorPlan

HQ: Canada Website
  • Description: Provider of tools and resources for Canadian advisors to effectively analyze a client's situation, including RazorPlan software developed in an active planning environment with real clients to create usable, real-life applicable software, with aspects added or removed based on their viability in actual planning engagements.
  • 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 RazorPlan 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 AdvisoryWorld

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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 AdvisoryWorld

2.2 - Growth funds investing in similar companies to AdvisoryWorld

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4 - Top valuation comps for AdvisoryWorld

4.2 - Public trading comparable groups for AdvisoryWorld

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4.3 - M&A Transactions similar to AdvisoryWorld

Selected M&A transactions

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

About AdvisoryWorld

What does AdvisoryWorld do?

AdvisoryWorld is a provider of portfolio analytics and financial planning software applications for investment professionals, offering asset allocation, portfolio and investment analysis, proposal generation, hypothetical illustrations, and workflow and document management for registered investment advisors, wealth managers, broker-dealers, TAMPs, banks, and insurance companies.

Who are AdvisoryWorld's competitors?

AdvisoryWorld's competitors and similar companies include Axedras, Formicary, Savant Investment Group, Neptune Finance, and RazorPlan.

Where is AdvisoryWorld headquartered?

AdvisoryWorld is headquartered in United States.

How many employees does AdvisoryWorld have?

AdvisoryWorld has 1,000 employees 🔒.

When was AdvisoryWorld founded?

AdvisoryWorld was founded in 2010 🔒.

What sector and industry vertical is AdvisoryWorld in?

AdvisoryWorld is in the Enterprise Software 🔒 sector and industry

M&A Buyers & Acquirers for AdvisoryWorld

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

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

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

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

Financial Investors investing in AdvisoryWorld's sector and industry vertical

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

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

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

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

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

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

Valuation benchmarks of companies in AdvisoryWorld's sector and industry

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

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

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

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

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

Access recent funding rounds and capital raises in AdvisoryWorld'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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