Company profile: Living Wealth
1.1 - Company Overview
Company description
- Provider of a digital engagement platform exclusively designed and built to help deepen the relationship between wealth advisors and their most valued clients.
Products and services
🔒
Key contacts
🔒
🔒
Financial details
🔒
1.2 - Competitors and similar companies to Living Wealth
Growney
HQ: Germany
Website
- Description: Provider of simple, cost-efficient online investment services, offering digital wealth building via optimal ETF strategies (including global and sustainable options), a robo-advisor automating ETF selection, portfolio monitoring and rebalancing, retirement planning with ETFs, flexible short-term interest investments, and selected savings and fixed deposits with EU deposit insurance.
- 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 Growney company profile →
Focus Solutions
HQ: United Kingdom
Website
- Description: Provider of software and consultancy solutions to the global financial services industry, delivering advice and business automation, CRM, T&C, and financial planning solutions for leading financial advisers (network and firm level), bancassurers, product providers, and mortgage lenders.
- 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 Focus Solutions company profile →
Nimbl
HQ: United States
Website
- Description: Provider of a safe and secure environment that helps parents support their children in developing financial confidence and independence.
- 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 Nimbl company profile →
Chip
HQ: United Kingdom
Website
- Description: Provider of a savings and investments app leveraging open banking to enable customers to deposit into investment funds, cash deposits, ETFs, and alternative passive investments, all seamlessly from inside the bank.
- 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 Chip company profile →
MoneyKit
HQ: United States
Website
- Description: Provider of financial data connectivity solutions leveraging open banking and a network of data aggregators. Offers a platform with a universal API for seamless switching and failover between providers, and native SDKs for iOS, Android, Web, and React Native. Developer Kit for Money connects apps to data from over 15,000 banks, cards, and accounts.
- 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 MoneyKit 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 Living 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 Living Wealth
2.2 - Growth funds investing in similar companies to Living Wealth
🔒
View all growth equity funds with complete profiles
Start Free Trial →
4 - Top valuation comps for Living Wealth
4.2 - Public trading comparable groups for Living Wealth
🔓 Unlock all public trading comparable groups with complete valuation data
Start Free Trial →