Company profile: Clarifi
1.1 - Company Overview
Company description
- Provider of software and services for quantitative investment management and research, offering ModelStation with data management, factor backtesting, model construction, strategy simulation, portfolio optimization, risk and performance attribution, production scheduling, and enterprise adoption modules.
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 Clarifi
Lynch Retirement Group
HQ: United States
Website
- Description: Provider of advisory services to clients for planning and managing retirement distributions.
- 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 Lynch Retirement Group company profile →
NestEgg Wealth
HQ: United States
Website
- Description: Provider of objective investment and financial planning advisory services, leveraging tools and technology Wall Street banks reserve for their wealthiest customers at a fraction of the cost. Offers software that aggregates data from bank, retirement and credit card accounts to show where money is and how it is invested.
- 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 NestEgg Wealth company profile →
Etrali
HQ: France
Website
- Description: Provider of compliance and unified communications solutions, delivering convergent voice and electronic trading infrastructure and services, with flexible unified voice trading and compliance offerings, including mobile recording and business continuity, over a dedicated network to a community of more than 2,000.
- 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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Jemstep
HQ: United States
Website
- Description: Provider of an automated client engagement, onboarding and service platform for investment advisors. Jemstep Advisor Pro helps advisors attract more prospects, increase AUM, and service clients more efficiently, transforming the way advisors run their businesses.
- 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 Jemstep company profile →
Embark
HQ: United Kingdom
Website
- Description: Provider of retirement and financial services, offering a customizable white-label platform for wealth management propositions, the Stocktrade execution-only stockbroking platform for equity trading across UK, Europe and North America, and Horizon Funds, five actively managed multi-asset funds tailored to investor risk profiles over medium to long-term horizons.
- 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 Embark 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 Clarifi
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Buyer group 2: ████████ ████████
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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 Clarifi
2.2 - Growth funds investing in similar companies to Clarifi
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4 - Top valuation comps for Clarifi
4.2 - Public trading comparable groups for Clarifi
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