Company profile: FactorE
1.1 - Company Overview
Company description
- Provider of a portfolio risk discovery platform to help financial professionals communicate about investment solutions, and Architect, a portfolio construction tool that enables advisors to design and analyze portfolios with alternatives and structured investments, alongside traditional investments including equity, fixed income, ETFs, and mutual funds.
Products and services
- Portfolio Risk Discovery Platform: Portfolio-level platform that uncovers portfolio risk and helps financial professionals communicate about investment products, improving risk articulation and discussions across investment strategies
- Architect: Multi-asset portfolio construction tool enabling advisors to design and analyze portfolios with alternatives and structured investments, including equities, fixed income, ETFs, and mutual funds
- Investment Communication Capability: Advisor-focused component that helps financial professionals communicate about investment solutions, supporting portfolio and product discussions
Key contacts
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Financial details
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1.2 - Competitors and similar companies to FactorE
Financial Fitness Group
HQ: United States
Website
- Description: Provider of SaaS education solutions that access, benchmark, and change employees’ financial behavior to improve personal financial well-being, reduce financial stress, and lower organizational financial risk, leading to reduced turnover and increased employee engagement.
- 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 Financial Fitness Group company profile →
ProNvest
HQ: United States
Website
- Description: Provider of independent investment advisory and managed account services through banks and retirement providers. Offers retirement account management (including 401(k)s) with diversified portfolios and quarterly rebalancing, retirement planning and analysis, dedicated retirement counseling, and institutional solutions for broker-dealers, RIAs, and financial institutions, with 256-bit encryption and transparent subscription-based pricing.
- 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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Molecule
HQ: United States
Website
- Description: Provider of cloud-based ETRM/CTRM software for energy and commodities trading and risk management. Automates trade capture, valuation, risk analysis, and reporting; supports physical inventory, FCM reconciliation, and market data download/integration; offers automatic positions, P&L, and risk metrics, customizable reporting (Excel/Power BI integration), and deal capture via connectors, spreadsheet uploads, and API, plus market data analytics prototype.
- 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 Molecule company profile →
Fortigent
HQ: United States
Website
- Description: Provider of unspecified products and services; Fortigent, LLC was acquired by LPL Financial in 2012.
- 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 Fortigent company profile →
Tradeweb
HQ: United States
Website
- Description: Provider of global electronic marketplaces for fixed income and derivatives trading, facilitating efficient transactions, price discovery, and order execution. Supports systematic institutional credit trading and serves institutional, wholesale, retail, and corporate clients through its Corporate Client Channel.
- 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 Tradeweb 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 FactorE
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Buyer group 2: ████████ ████████
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Buyer group 3: ████████ ████████
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Key Products: ████████, ████████, ████████, ████████
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3. Investors and private equity firms
3.1 - Buyout funds investing in similar companies to FactorE
2.2 - Growth funds investing in similar companies to FactorE
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4 - Top valuation comps for FactorE
4.2 - Public trading comparable groups for FactorE
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