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Company profile: TRXpert

1.1 - Company Overview

TRXpert Logo

TRXpert

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

Company description

  • Provider of portfolio rebalancing software for RIAs adhering to Modern Portfolio Theory (asset allocation). Total Rebalance Expert (TRX)® automates the rebalancing process through advanced technology, revolutionizing the way advisors do business.

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 TRXpert

MyVest Logo

MyVest

HQ: United States Website
  • Description: Provider of enterprise wealth management technology and services, including Strategic Portfolio System and Portfolio Management Suite for strategy/model management, tax-aware rebalancing, automated monitoring, trade order management, operations/compliance, reporting, billing, investor portal; plus tech-driven middle office operations (trade/position reconciliation, corporate action processing, performance reporting, billing) and professional services for planning, configuration, integration, feature development, and business insights.
  • 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 MyVest company profile →
ShareBuilder 401k Logo

ShareBuilder 401k

HQ: United States Website
  • Description: Provider of 401(k) retirement plans and investment management for businesses and self-employed individuals, including Roth, Safe Harbor, Traditional, and Solo options. Services include monitoring investment rosters and model portfolios, dedicated Customer Success Managers, fiduciary plan management to support compliance, and tax benefits such as high contribution limits, credits, and deductible expenses.
  • 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 ShareBuilder 401k company profile →
Forge Global Logo

Forge Global

HQ: United States Website
  • Description: Provider of a global private securities marketplace that creates an accessible, liquid, and transparent private market, serving the private market ecosystem through technology, data, and expertise to forge connections and facilitate liquidity for investors and shareholders.
  • 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 Forge Global company profile →
Invesdor Logo

Invesdor

HQ: Finland Website
  • Description: Provider of a Northern Europe-based fintech crowdfunding and investment platform connecting investors from over 70 countries with European growth companies, offering funding rounds for scale-ups, SMEs, and renewable energy projects, impact investing aligned with the UN Sustainable Development Goals via the OnePlanet label, and fixed-income, equity, and convertible bond investments.
  • 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 Invesdor company profile →
Simpler Trading Logo

Simpler Trading

HQ: United States Website
  • Description: Provider of online trading education, offering online trading classes.
  • 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 Simpler Trading 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 TRXpert

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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 TRXpert

2.2 - Growth funds investing in similar companies to TRXpert

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4 - Top valuation comps for TRXpert

4.2 - Public trading comparable groups for TRXpert

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4.3 - M&A Transactions similar to TRXpert

Selected M&A transactions

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

About TRXpert

What does TRXpert do?

TRXpert is a provider of portfolio rebalancing software for RIAs adhering to Modern Portfolio Theory (asset allocation). Total Rebalance Expert (TRX)® automates the rebalancing process through advanced technology, revolutionizing the way advisors do business.

Who are TRXpert's competitors?

TRXpert's competitors and similar companies include MyVest, ShareBuilder 401k, Forge Global, Invesdor, and Simpler Trading.

Where is TRXpert headquartered?

TRXpert is headquartered in United States.

How many employees does TRXpert have?

TRXpert has 1,000 employees 🔒.

When was TRXpert founded?

TRXpert was founded in 2010 🔒.

What sector and industry vertical is TRXpert in?

TRXpert is in the Enterprise Software 🔒 sector and industry

M&A Buyers & Acquirers for TRXpert

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

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

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

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

Financial Investors investing in TRXpert's sector and industry vertical

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

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

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

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

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

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

Valuation benchmarks of companies in TRXpert's sector and industry

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

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

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

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

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

Access recent funding rounds and capital raises in TRXpert'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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