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Company profile: WealthTech

1.1 - Company Overview

WealthTech Logo

WealthTech

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

Company description

  • Provider of a financial planning and wealth management platform from a founder-funded digital finance company with deep financial services industry experience, whose principals have successfully developed, deployed, and scaled innovative technologies across multiple businesses and financial service sectors.

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 WealthTech

Adviser Asset Logo

Adviser Asset

HQ: United Kingdom Website
  • Description: Provider of business and financial management tools for advisers to aggregate assets across multiple wrappers, compare charges and research products, evaluate platforms, and manage consolidation/switching. Solutions include cash flow and drawdown modeling with Monte Carlo simulations, due diligence, compliance support, and product ratings to enable informed, efficient client service.
  • 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 Adviser Asset company profile →
Voleo Logo

Voleo

HQ: Canada Website
  • Description: Provider of mobile investment club apps; owns a FINRA-registered broker-dealer.
  • 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 Voleo company profile →
Bluecoat Software Logo

Bluecoat Software

HQ: United Kingdom Website
  • Description: Provider of software consultancy services and financial services solutions.
  • 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 Bluecoat Software company profile →
Nirvana Solutions Logo

Nirvana Solutions

HQ: United States Website
  • Description: Provider of front, middle, and back-office solutions for asset managers, prime brokers, and fund administrators via a unified, grow-as-you-need platform. Capabilities include order execution management with market data and broker connectivity, real-time portfolio consolidation, risk analytics and stress testing, pre- and post-trade compliance, and automated reconciliation across major asset classes.
  • 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 Nirvana Solutions company profile →
Music Benefactors Logo

Music Benefactors

HQ: United States Website
  • Description: Provider of investment and funding services for artists, supporting their careers, tours, albums, and new projects; SEC-registered.
  • 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 Music Benefactors 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 WealthTech

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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 WealthTech

2.2 - Growth funds investing in similar companies to WealthTech

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4 - Top valuation comps for WealthTech

4.2 - Public trading comparable groups for WealthTech

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4.3 - M&A Transactions similar to WealthTech

Selected M&A transactions

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

About WealthTech

What does WealthTech do?

WealthTech is a provider of a financial planning and wealth management platform from a founder-funded digital finance company with deep financial services industry experience, whose principals have successfully developed, deployed, and scaled innovative technologies across multiple businesses and financial service sectors.

Who are WealthTech's competitors?

WealthTech's competitors and similar companies include Adviser Asset, Voleo, Bluecoat Software, Nirvana Solutions, and Music Benefactors.

Where is WealthTech headquartered?

WealthTech is headquartered in United States.

How many employees does WealthTech have?

WealthTech has 1,000 employees 🔒.

When was WealthTech founded?

WealthTech was founded in 2010 🔒.

What sector and industry vertical is WealthTech in?

WealthTech is in the Enterprise Software 🔒 sector and industry

M&A Buyers & Acquirers for WealthTech

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

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

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

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

Financial Investors investing in WealthTech's sector and industry vertical

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

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

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

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

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

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

Valuation benchmarks of companies in WealthTech's sector and industry

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

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

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

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

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

Access recent funding rounds and capital raises in WealthTech'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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