Company profile: AdvisorArch
1.1 - Company Overview
Company description
- Provider of digital advisory solutions that help wealth management organizations create outstanding client experiences.
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 AdvisorArch
Triple Point Technology
HQ: United States
Website
- Description: Provider of in-cloud and on-premise commodity management software with advanced analytics, offering trading and risk management solutions for power, oil, gas, coal, metals, agricultural products, freight, and biofuels. Products include TriplePoint CTRM for SMEs, TriplePoint Xchange for automated deal creation (CME, ICE, Trayport), TriplePoint Market Data Hub for price feed automation (Morningstar, Bloomberg), and integration services.
- 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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- Acquisitions: ●●
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RTFKT
HQ: United States
Website
- Description: Provider of limited-edition custom sneakers for video game enthusiasts, offering unique virtual versions that let users try on footwear and unlock special effects.
- 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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Solovis
HQ: United States
Website
- Description: Provider of a cloud-based multi-asset class portfolio management, analytics and reporting platform for institutional investors, including endowments, foundations, pensions, OCIOs and family offices. Solutions span outsourced data collection and aggregation, portfolio and public fund analytics, predictive modeling, and comprehensive risk analytics with scenario and stress 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: ●●
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Blaze Portfolio
HQ: United States
Website
- Description: Provider of web-based, tax-optimized portfolio rebalancing and scalable trade order management for wealth managers, investment advisors and multi-family offices. Features include real-time multi-custodian order management; tax-loss harvesting and location optimization; daily and intra-day cash management; trading compliance and data accuracy; and integrations with portfolio accounting, reporting, custodian and execution systems.
- 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 Blaze Portfolio company profile →
SS&C
HQ: United States
Website
- Description: Provider of investment and financial software-enabled services and software for the global financial services industry, offering fund and hedge fund administration; private markets fund administration, tax, investor services, and technology; bespoke client communications and portfolio insights; CRM for asset managers; and distribution solutions to support AUM growth.
- 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 SS&C 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 AdvisorArch
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Buyer group 1: ████████ ████████
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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 AdvisorArch
2.2 - Growth funds investing in similar companies to AdvisorArch
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4 - Top valuation comps for AdvisorArch
4.2 - Public trading comparable groups for AdvisorArch
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