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Company profile: Satuit

1.1 - Company Overview

Satuit Logo

Satuit

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

Company description

  • Provider of CRM, reporting, and investor portal software for Buy-Side asset managers, hedge funds, wealth management, private equity, and real estate markets. Offers SatuitCRM for sales, client data, compliance, and business development; SatuitSIP secure investor portal; SatuitCRA client report automation; Satuit2GO mobile CRM; and SatuitSDX secure data exchange and integrations.

Products and services

  • SatuitCRA: Automated client report system that creates personalized investor reporting packages and due diligence packages, streamlining the client reporting process for buy-side asset managers
  • SatuitCRM: Buy-side-optimized CRM that manages sales activities, client data, compliance requirements, and business development for investment professionals in asset management, hedge fund, wealth, private equity, and real estate sectors
  • SatuitSIP: Secure investor portal delivering 24x7 access to account data, documents, and forms, with document management capabilities and investor engagement features

Key contacts

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Financial details

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1.2 - Competitors and similar companies to Satuit

UNX Logo

UNX

HQ: United States Website
  • Description: Provider of advanced electronic trading solutions and premium services as an independent trading technology firm and agency broker for institutional investors, offering innovative, reliable technology to streamline trade operations, support best execution, and help minimize market impact and reduce transaction costs.
  • 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 UNX company profile →
AdviceIQ Logo

AdviceIQ

HQ: United States Website
  • Description: Provider of a trusted database that helps individuals find the right financial advisors by location and specific expertise, with all participating advisors screened through relevant U.S. regulatory agencies.
  • 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 AdviceIQ company profile →
Digiterre Logo

Digiterre

HQ: United Kingdom Website
  • Description: Provider of software development services for financial investment management CRM and trading 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 Digiterre company profile →
RCM-X Logo

RCM-X

HQ: United States Website
  • Description: Provider of algorithmic execution strategies and quantitative trading products, designed, tested, and developed with a proprietary high-performance technology stack by experienced market practitioners and data scientists, offering comprehensive trade analytics, independent transaction cost analysis (TCA), and back-testing.
  • 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 RCM-X company profile →
My Financial Answers Logo

My Financial Answers

HQ: United States Website
  • Description: Provider of an online platform delivering financial solutions by allowing users to input their financial status and objectives, then generating customized financial advice and strategies. Includes an activity center.
  • 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 My Financial Answers 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 Satuit

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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 Satuit

2.2 - Growth funds investing in similar companies to Satuit

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4 - Top valuation comps for Satuit

4.2 - Public trading comparable groups for Satuit

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4.3 - M&A Transactions similar to Satuit

Selected M&A transactions

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

About Satuit

What does Satuit do?

Satuit is a provider of CRM, reporting, and investor portal software for Buy-Side asset managers, hedge funds, wealth management, private equity, and real estate markets. Offers SatuitCRM for sales, client data, compliance, and business development; SatuitSIP secure investor portal; SatuitCRA client report automation; Satuit2GO mobile CRM; and SatuitSDX secure data exchange and integrations.

Who are Satuit's competitors?

Satuit's competitors and similar companies include UNX, AdviceIQ, Digiterre, RCM-X, and My Financial Answers.

Where is Satuit headquartered?

Satuit is headquartered in United States.

How many employees does Satuit have?

Satuit has 1,000 employees 🔒.

When was Satuit founded?

Satuit was founded in 2010 🔒.

What sector and industry vertical is Satuit in?

Satuit is in the Enterprise Software 🔒 sector and industry

M&A Buyers & Acquirers for Satuit

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

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

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

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Financial Investors investing in Satuit's sector and industry vertical

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

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

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

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

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

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

Valuation benchmarks of companies in Satuit's sector and industry

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

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

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

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

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

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