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Company profile: Zephyr

1.1 - Company Overview

Zephyr Logo

Zephyr

Headquarter: United States
Founded: 20XX🔒
Employees: 100-500🔒

Company description

  • Provider of investment analysis and portfolio analytics software and services for the investment management industry, including StyleADVISOR for performance measurement, asset allocation, and portfolio construction; AllocationADVISOR for asset allocation optimization; and regular data updates provided weekly, monthly, and quarterly. Helps professionals quantify investment value, improve performance, preserve capital, and limit risk.

Products and services

  • AllocationADVISOR: An institutional-grade application that architects asset allocation analysis, enabling users to optimize investment portfolios by evaluating allocation choices and refining portfolio mixes to meet defined performance and risk objectives
  • Data Updates: Scheduled refreshes delivering quarterly, monthly, and weekly updates to the databases used with StyleADVISOR and AllocationADVISOR, keeping analytical inputs current for asset allocation and portfolio construction tasks
  • StyleADVISOR: An enterprise-grade platform that engineers investment analysis, delivering performance measurement, asset allocation tools, and portfolio construction capabilities to quantify value, improve performance, preserve capital, and limit risk

Key contacts

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Financial details

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1.2 - Competitors and similar companies to Zephyr

Investia Logo

Investia

HQ: Canada Website
  • Description: Provider of mutual funds and segregated fund products and services, plus tax-advantaged savings and retirement accounts including TFSA, RRSP, LIRA, and RRIF, supporting investment growth and retirement income.
  • 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 Investia company profile →
RealFactors Logo

RealFactors

HQ: United States Website
  • Description: Provider of a data aggregation platform powering decisions for commercial real estate investors, developers, managers, brokers, insurers, and service providers.
  • 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 RealFactors company profile →
Joss Technology Logo

Joss Technology

HQ: United States Website
  • Description: Provider of financial software and technology services for data management, communication, and synchronization, offering financial data management solutions including Joss Data Hub (business entity data, contacts, settlement instructions, documents and agreements, compliance and due diligence, counterparty risk) and the Joss Entity Data Management System.
  • 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 Joss Technology company profile →
EquityBrick Logo

EquityBrick

HQ: United States Website
  • Description: Provider of real estate crowdfunding that enables Texans to invest as little as $500 in real estate to earn high rental yield and/or capital returns, while removing the hassles of researching, leasing, and managing property.
  • 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 EquityBrick company profile →
Capital Pioneers Logo

Capital Pioneers

HQ: Germany Website
  • Description: Provider of a digital marketplace for regulated and plausibility-tested investments in tangible assets, simplifying access to real assets via a private investor brokerage platform to support successful asset accumulation.
  • 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 Capital Pioneers 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 Zephyr

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Buyer group 1: ████████ ████████

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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 Zephyr

2.2 - Growth funds investing in similar companies to Zephyr

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4 - Top valuation comps for Zephyr

4.2 - Public trading comparable groups for Zephyr

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4.3 - M&A Transactions similar to Zephyr

Selected M&A transactions

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

About Zephyr

What does Zephyr do?

Zephyr is a provider of investment analysis and portfolio analytics software and services for the investment management industry, including StyleADVISOR for performance measurement, asset allocation, and portfolio construction; AllocationADVISOR for asset allocation optimization; and regular data updates provided weekly, monthly, and quarterly. Helps professionals quantify investment value, improve performance, preserve capital, and limit risk.

Who are Zephyr's competitors?

Zephyr's competitors and similar companies include Investia, RealFactors, Joss Technology, EquityBrick, and Capital Pioneers.

Where is Zephyr headquartered?

Zephyr is headquartered in United States.

How many employees does Zephyr have?

Zephyr has 1,000 employees 🔒.

When was Zephyr founded?

Zephyr was founded in 2010 🔒.

What sector and industry vertical is Zephyr in?

Zephyr is in the Enterprise Software 🔒 sector and industry

M&A Buyers & Acquirers for Zephyr

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

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

Which M&A buyer groups are most relevant for Zephyr?

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

Financial Investors investing in Zephyr's sector and industry vertical

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

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

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

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

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

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

Valuation benchmarks of companies in Zephyr's sector and industry

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

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

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

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

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

Access recent funding rounds and capital raises in Zephyr's sector and industry vertical including growth equity, venture capital, and buyout investments. Our database includes round size, lead investors and valuations.

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