📊 This is a company profile preview from Tablestat.com Request a Free Trial Now

Company profile: Bodeswell

1.1 - Company Overview

Bodeswell Logo

Bodeswell

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

Company description

  • Provider of self-service digital financial planning software for established financial services companies, deployed within existing online experiences to extend the benefits of planning to millions of clients, including those without an advisor.

Products and services

🔒

Key contacts

🔒
🔒

Financial details

🔒

1.2 - Competitors and similar companies to Bodeswell

Alpha Alternatives Logo

Alpha Alternatives

HQ: United States Website
  • Description: Provider of institutional-grade, client-centric fund administration services for alternative fund managers and institutions across a wide array of fund structures and strategies, including accounting, audit assistance, investor and financial reporting services, allowing investment managers to focus on their most important objective.
  • 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 Alpha Alternatives company profile →
SnapTrade Logo

SnapTrade

HQ: Canada Website
  • Description: Provider of an API that connects fintech apps to users' retail brokerage accounts, offering real-time account data, historical transactions, and trading. Services include embedded trading in stocks, ETFs, crypto, and options; portfolio analysis, tracking, and tax reporting; holdings validation and sharing; and integrations with 20+ brokerages reaching 125M+ account holders.
  • 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 SnapTrade company profile →
SolArc Logo

SolArc

HQ: United States Website
  • Description: Provider of global commodity trading and risk management solutions for companies in commodity-intensive markets. Customers across energy, transportation, finance, aviation, agriculture, and consumer goods use SolArc’s integrated software solution for insight into and control.
  • 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 SolArc company profile →
Harness Wealth Logo

Harness Wealth

HQ: United States Website
  • Description: Provider of a platform and tools for equity-focused planning, including an advisor marketplace connecting users with advisors in equity, small business, and crypto; digital tools to track assets and project taxes from stock option exercises or sales; 1:1 equity tax planning sessions; and an employer program for tech companies offering employees access to tax, financial and legal advice, equity education, and tools for equity management.
  • 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 Harness Wealth company profile →
ModernAdvisor Logo

ModernAdvisor

HQ: Canada Website
  • Description: Provider of online investment management and digital financial advice, offering personalized, diversified ETF portfolios with transparent fees. Services include robo-advisor guidance, RRSP account management, socially responsible portfolios, mean-variance asset allocation with automatic rebalancing, and continuous monitoring. Also offers ModernAdvisor Pro for advisors with client onboarding and portfolio monitoring.
  • 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 ModernAdvisor company profile →
🔒

2.M&A buyers

2.1 Potential strategic acquirers in the sector

🔒
🔒
🔒
🔒 View all strategic buyers with complete profiles
Start Free Trial →

2.2 - Strategic buyer groups for Bodeswell

🔒

Buyer group 1: ████████ ████████

●● companies
Description: ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████
Key Products: ████████, ████████, ████████, ████████
🔒 View all companies in this group
Request Free Trial Now →
🔒

Buyer group 2: ████████ ████████

●● companies
Description: ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████
Key Products: ████████, ████████, ████████, ████████
🔒 View all companies in this group
Request Free Trial Now →
🔒

Buyer group 3: ████████ ████████

●● companies
Description: ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████
Key Products: ████████, ████████, ████████, ████████
🔒 View all companies in this group
Request Free Trial Now →
🔓 Unlock all detailed buyer group breakdowns with complete company profiles
Start Free Trial →

3. Investors and private equity firms

3.1 - Buyout funds investing in similar companies to Bodeswell

2.2 - Growth funds investing in similar companies to Bodeswell

🔒 View all growth equity funds with complete profiles
Start Free Trial →

4 - Top valuation comps for Bodeswell

4.2 - Public trading comparable groups for Bodeswell

🔓 Unlock all public trading comparable groups with complete valuation data
Start Free Trial →

4.3 - M&A Transactions similar to Bodeswell

Selected M&A transactions

Date Target Description Buyer(s) Relevance EV EV/Revenue EV/EBITDA
🔒 View all M&A transactions with complete deal terms
Request Free Trial Now →

Frequently Asked Questions

About Bodeswell

What does Bodeswell do?

Bodeswell is a provider of self-service digital financial planning software for established financial services companies, deployed within existing online experiences to extend the benefits of planning to millions of clients, including those without an advisor.

Who are Bodeswell's competitors?

Bodeswell's competitors and similar companies include Alpha Alternatives, SnapTrade, SolArc, Harness Wealth, and ModernAdvisor.

Where is Bodeswell headquartered?

Bodeswell is headquartered in United States.

How many employees does Bodeswell have?

Bodeswell has 1,000 employees 🔒.

When was Bodeswell founded?

Bodeswell was founded in 2010 🔒.

What sector and industry vertical is Bodeswell in?

Bodeswell is in the Enterprise Software 🔒 sector and industry

M&A Buyers & Acquirers for Bodeswell

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

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

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

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

Financial Investors investing in Bodeswell's sector and industry vertical

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

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

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

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

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

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

Valuation benchmarks of companies in Bodeswell's sector and industry

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

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

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

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

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

Access recent funding rounds and capital raises in Bodeswell'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?

Access complete buyer lists, valuation data, and M&A intelligence for Bodeswell