Company profile: Advisor Software
1.1 - Company Overview
Company description
- Provider of wealth management solutions for the advisor market, including the Advisor Software Wealth Management Cloud, an enterprise rebalancing solution, and a goal-directed financial planning platform that combines institutional-caliber analytics with a balance sheet approach to financial planning.
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 Advisor Software
IPC
HQ: United States
Website
- Description: Provider of mission-critical trading communications technology and network services for financial firms, offering consulting and support for voice communication systems. Offerings include OneView Portfolio for voice/data capture and compliance, Connexus Voice for SIP-based uninterrupted voice trading that maintains existing telecom infrastructure, and a Global Services Operations Center for 24/7 monitoring with a single point of contact for incident management.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
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GFA
HQ: Luxembourg
Website
- Description: Provider of SaaS-based data collection, analytics, and business intelligence solutions enabling asset managers and distributors to manage increasing compliance obligations, gain valuable insights into distribution networks, and identify opportunities to improve business performance.
- 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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Obsidian Suite
HQ: United Kingdom
Website
- Description: Provider of cloud-based software for fund managers, including a portal framework for investment managers that optimizes investor relations to support business growth. Its flagship product, Obsidian Suite, helps build lasting investor relationships.
- 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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Investment Metrics
HQ: United States
Website
- Description: Provider of investment analytics and benchmarking software for the global institutional investment community, offering portfolio analytics and reporting, factor exposure, performance attribution and risk analysis, fee insights, peer and Plan Universe comparisons, and ESG analytics including carbon footprint and SDG scores.
- 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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Ariva.de
HQ: Germany
Website
- Description: Provider of bank-independent financial and stock market information from Kiel, offering access to the world's largest financial markets and developing customized software solutions for preparing and presenting financial information on the Internet.
- 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 Ariva.de 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 Advisor Software
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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 Advisor Software
2.2 - Growth funds investing in similar companies to Advisor Software
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4 - Top valuation comps for Advisor Software
4.2 - Public trading comparable groups for Advisor Software
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