Company profile: NestEgg Wealth
1.1 - Company Overview
Company 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.
Products and services
🔒
Key contacts
🔒
🔒
Financial details
🔒
1.2 - Competitors and similar companies to NestEgg Wealth
SharesPost
HQ: United States
Website
- Description: Provider of trading and investment solutions, research, and online tools for the private growth asset market, facilitating shareholder liquidity. Offers reports and indexes on private market performance, IPO pipeline tracking, pre-IPO investing, employee equity services, and private company solutions to structure liquidity programs and manage capital market activities; with $4B+ in secondary transactions across 200+ tech companies.
- 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 SharesPost company profile →
StoneX
HQ: United States
Website
- Description: Provider of sales and trading, clearing and custody, and advisory services via a financial services platform, offering customized financial tools to help clients protect margins and manage volatility.
- 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 StoneX company profile →
TransFICC
HQ: United Kingdom
Website
- Description: Provider of e-trading technology for banks and asset managers in Fixed Income and Derivatives, delivering low-latency connectivity, a single API that translates venue APIs, an eTrading service with GUI, pricing and RFQ workflow for IRS and Credit, global PoP data centre connectivity, an EU Fixed Income consolidated tape pilot, continuous delivery, and the Aeron UDP transport.
- 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 TransFICC company profile →
RTS Realtime Systems
HQ: Germany
Website
- Description: Provider of a professional trading and front office system conceived for the launch of the electronic exchange EUREX (formerly DTB) in Germany; founded in 1992 and headquartered in Frankfurt, at the beginnings of global electronic trading.
- 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 RTS Realtime Systems company profile →
ICD
HQ: United States
Website
- Description: Provider of an agnostic investment technology portal for treasury organizations to access and trade money market funds and other short-term investments, offering ICD Portal, Transparency Plus for exposure visibility, AI-powered ICD Portfolio Analytics for portfolio risk analysis and reporting, Global Desk Services for client support, and Integration Services to streamline treasury workflows.
- 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 ICD 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 NestEgg Wealth
🔒
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 NestEgg Wealth
2.2 - Growth funds investing in similar companies to NestEgg Wealth
🔒
View all growth equity funds with complete profiles
Start Free Trial →
4 - Top valuation comps for NestEgg Wealth
4.2 - Public trading comparable groups for NestEgg Wealth
🔓 Unlock all public trading comparable groups with complete valuation data
Start Free Trial →