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Company profile: RazorPlan

1.1 - Company Overview

RazorPlan Logo

RazorPlan

Headquarter: Canada
Founded: 20XX🔒
Employees: 100-500🔒

Company 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.

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 RazorPlan

Profile Pensions Logo

Profile Pensions

HQ: United Kingdom Website
  • Description: Provider of impartial, expert pension services in the UK, including pension tracing and consolidation, personalised pension plans with whole-market fund selection, ongoing advice and monitoring, pension drawdown from age 55, and options to start a new private pension with flexible contributions and government tax relief.
  • 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 Profile Pensions company profile →
Crowdworks Logo

Crowdworks

HQ: Norway Website
  • Description: Provider of a fundraising platform connecting growth companies with startup communities and investors.
  • 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 Crowdworks company profile →
Passfolio Logo

Passfolio

HQ: United States Website
  • Description: Provider of commission-free US stock and crypto trading for the world, focused on democratizing investment opportunities and expanding economic opportunity to billions of people in emerging markets, aiming for a modern financial system that works for everyone.
  • 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 Passfolio company profile →
MoneyGuide Logo

MoneyGuide

HQ: United States Website
  • Description: Provider of MoneyGuidePro® collaborative internet-based financial planning software with a client-centered approach, enabling consistent, scalable financial plans. Offers tools including MoneyGuideEliteSM for income distribution, tax planning and annuity tradeoffs; Wealth Studios for estate planning, cash flow questions and dynamic net worth modeling; MyBlocks for client-led planning; plus Play Zone®, Holistic Stress Testing, and Cash Flow.
  • 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 MoneyGuide company profile →
Vestwell Logo

Vestwell

HQ: United States Website
  • Description: Provider of a digital savings platform for employee retirement and education benefits, offering workplace 401(k) and 403(b) plans, employer-sponsored Student Loan PayDown and College SaveUp contributions to 529 plans, individual IRAs, 529 education savings plans, and ABLE accounts for individuals with disabilities.
  • 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 Vestwell 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 RazorPlan

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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 RazorPlan

2.2 - Growth funds investing in similar companies to RazorPlan

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4 - Top valuation comps for RazorPlan

4.2 - Public trading comparable groups for RazorPlan

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4.3 - M&A Transactions similar to RazorPlan

Selected M&A transactions

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

About RazorPlan

What does RazorPlan do?

RazorPlan is a 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.

Who are RazorPlan's competitors?

RazorPlan's competitors and similar companies include Profile Pensions, Crowdworks, Passfolio, MoneyGuide, and Vestwell.

Where is RazorPlan headquartered?

RazorPlan is headquartered in Canada.

How many employees does RazorPlan have?

RazorPlan has 1,000 employees 🔒.

When was RazorPlan founded?

RazorPlan was founded in 2010 🔒.

What sector and industry vertical is RazorPlan in?

RazorPlan is in the Enterprise Software 🔒 sector and industry

M&A Buyers & Acquirers for RazorPlan

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

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

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

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

Financial Investors investing in RazorPlan's sector and industry vertical

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

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

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

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

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

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

Valuation benchmarks of companies in RazorPlan's sector and industry

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

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

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

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

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

Access recent funding rounds and capital raises in RazorPlan's sector and industry vertical including growth equity, venture capital, and buyout investments. Our database includes round size, lead investors and valuations.

Ready to Find the Right Buyers?

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