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Company profile: Snap Projections

1.1 - Company Overview

Snap Projections Logo

Snap Projections

Headquarter: Canada
Founded: 20XX🔒
Employees: 100-500🔒

Company description

  • Provider of intuitive financial planning software that helps wealth professionals build customized wealth and retirement plans for their clients. It is easy to use, super quick, flexible to model a variety of client-specific situations, and produces reports clients understand and appreciate.

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 Snap Projections

FutureAdvisor Logo

FutureAdvisor

HQ: United States Website
  • Description: Provider of registered investment advisory services that manage users' existing IRA, 401(k), and other investment accounts. Founded in 2010.
  • 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 FutureAdvisor company profile →
InvestNext Logo

InvestNext

HQ: United States Website
  • Description: Provider of a real estate investment management platform offering tools for investor and portfolio management, capital raises, distributions, and K-1 documents. Includes an investor portal for portfolio viewing and growth tracking, automated transaction processing, drag-and-drop custom waterfall structures, ACH payment and check mailing, and performance metrics and tax document sharing.
  • 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 InvestNext company profile →
Trigger Finance Logo

Trigger Finance

HQ: United States Website
  • Description: Provider of a mobile-first investing platform that encourages rules-based investing for DIY investors, enabling portfolio management through natural language rules and alternative orders. Supports real-time alerts and execution across asset classes including stocks, bonds, FX, commodities, indices, and mutual funds, and integrates alternative data sources.
  • 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 Trigger Finance company profile →
ProManage Logo

ProManage

HQ: United States Website
  • Description: Provider of independent financial wellness services for plan sponsors and their participants, offering managed accounts and other personalized retirement 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 ProManage company profile →
Ninety Nine Logo

Ninety Nine

HQ: Spain Website
  • Description: Provider of commission-free financial trading platform leveraging technology to offer no-fee trading and an educational platform for financial learning, enabling customers to trade without fees and access financial education.
  • 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 Ninety Nine 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 Snap Projections

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Buyer group 1: ████████ ████████

●● companies
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 Snap Projections

2.2 - Growth funds investing in similar companies to Snap Projections

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4 - Top valuation comps for Snap Projections

4.2 - Public trading comparable groups for Snap Projections

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4.3 - M&A Transactions similar to Snap Projections

Selected M&A transactions

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

About Snap Projections

What does Snap Projections do?

Snap Projections is a provider of intuitive financial planning software that helps wealth professionals build customized wealth and retirement plans for their clients. It is easy to use, super quick, flexible to model a variety of client-specific situations, and produces reports clients understand and appreciate.

Who are Snap Projections's competitors?

Snap Projections's competitors and similar companies include FutureAdvisor, InvestNext, Trigger Finance, ProManage, and Ninety Nine.

Where is Snap Projections headquartered?

Snap Projections is headquartered in Canada.

How many employees does Snap Projections have?

Snap Projections has 1,000 employees 🔒.

When was Snap Projections founded?

Snap Projections was founded in 2010 🔒.

What sector and industry vertical is Snap Projections in?

Snap Projections is in the Enterprise Software 🔒 sector and industry

M&A Buyers & Acquirers for Snap Projections

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

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

Which M&A buyer groups are most relevant for Snap Projections?

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

Financial Investors investing in Snap Projections's sector and industry vertical

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

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

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

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

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

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

Valuation benchmarks of companies in Snap Projections's sector and industry

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

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

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

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

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

Access recent funding rounds and capital raises in Snap Projections'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?

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