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Company profile: Interactive Advisory Software

1.1 - Company Overview

Interactive Advisory Software Logo

Interactive Advisory Software

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

Company description

  • Provider of wealth management software-as-a-service solutions for financial advisors and wealth managers, offering Solution 360°, a unified platform that combines portfolio management, financial planning, customer relationship management, rebalancing, client access portals, and back office service.

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 Interactive Advisory Software

CashCalc Logo

CashCalc

HQ: United Kingdom Website
  • Description: Provider of an online suite of tools designed to support the entire financial planning process.
  • 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 CashCalc company profile →
FXall Logo

FXall

HQ: United States Website
  • Description: Provider of foreign exchange aggregation and electronic trading to banks and brokers via an electronic communication network; headquartered in New York.
  • 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 FXall company profile →
Carne Logo

Carne

HQ: Ireland Website
  • Description: Provider of outsourced fund management solutions and governance services to the asset management industry, supporting leading asset managers, insurance companies, pension funds and wealth managers. Backed by 200+ staff across 4 regulated management companies, serving clients managing more than €1tn in AUM.
  • 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 Carne company profile →
Broadway Company Logo

Broadway Company

HQ: United States Website
  • Description: Provider of real estate investment and management services, investing in manufactured housing communities, value-add urban multifamily properties, and grocery-anchored retail centers. Offers credit and lending services, including purchasing performing and non-performing mortgages and providing mortgage solutions, and delivers technology- and analytics-driven property management to enhance tenant services and operational efficiency.
  • 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 Broadway Company company profile →
QuIC Logo

QuIC

HQ: Canada Website
  • Description: Provider of simulation, risk calculation and pricing platform solutions for financial institutions and companies, offering the QuIC product suite featuring an n-dimensional vector-based calculator to solve mathematical problems and the QuIC Engine for desktop computers.
  • 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 QuIC 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 Interactive Advisory Software

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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 Interactive Advisory Software

2.2 - Growth funds investing in similar companies to Interactive Advisory Software

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4 - Top valuation comps for Interactive Advisory Software

4.2 - Public trading comparable groups for Interactive Advisory Software

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4.3 - M&A Transactions similar to Interactive Advisory Software

Selected M&A transactions

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

About Interactive Advisory Software

What does Interactive Advisory Software do?

Interactive Advisory Software is a provider of wealth management software-as-a-service solutions for financial advisors and wealth managers, offering Solution 360°, a unified platform that combines portfolio management, financial planning, customer relationship management, rebalancing, client access portals, and back office service.

Who are Interactive Advisory Software's competitors?

Interactive Advisory Software's competitors and similar companies include CashCalc, FXall, Carne, Broadway Company, and QuIC.

Where is Interactive Advisory Software headquartered?

Interactive Advisory Software is headquartered in United States.

How many employees does Interactive Advisory Software have?

Interactive Advisory Software has 1,000 employees 🔒.

When was Interactive Advisory Software founded?

Interactive Advisory Software was founded in 2010 🔒.

What sector and industry vertical is Interactive Advisory Software in?

Interactive Advisory Software is in the Enterprise Software 🔒 sector and industry

M&A Buyers & Acquirers for Interactive Advisory Software

Who are the top strategic acquirers in Interactive Advisory Software's sector and industry

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

Which M&A buyer groups are most relevant for Interactive Advisory Software?

Top strategic M&A buyers groups and sectors for Interactive Advisory Software include █████████████████ , ████████████████, █████████████, ████████████, and ████████████████ 🔒.

Financial Investors investing in Interactive Advisory Software's sector and industry vertical

Which are the top PE firms investing in Interactive Advisory Software's sector and industry vertical?

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

Who are the top buyout funds acquiring in Interactive Advisory Software's sector and industry vertical?

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

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

Growth funds and venture capital funds investing in companies similar to Interactive Advisory Software include █████████, ██████████, ████████████, and ████████████ 🔒.

Valuation benchmarks of companies in Interactive Advisory Software's sector and industry

Which are the key public companies that are relevant trading comps benchmarks for Interactive Advisory Software?

The key public trading comparables and valuation benchmarks for Interactive Advisory Software include █████████, ██████████, ████████████, and ████████████ 🔒.

Which are the key trading comparable groups for Interactive Advisory Software for public valuation benchmarks?

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

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

Access recent funding rounds and capital raises in Interactive Advisory Software'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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