Company profile: Third Financial
1.1 - Company Overview
Company description
- Provider of wealth management software and platform services, including the Tercero Software Platform; an investment platform for wealth managers, multi-family offices, and advisers to manage portfolio construction, monitoring, and compliance; SaaS tools for client reporting, asset allocation, performance attribution, and order management; and digital workflows and oversight for onboarding and client service.
Products and services
- Digital Workflow and Oversight Technology: Modular technology for financial planning teams to manage client onboarding and service existing clients through digital workflows
- Investment Platform: Institutional-grade platform service for wealth managers, multi-family offices, and large advisers to manage client investments, including portfolio construction, monitoring, and compliance
- SaaS Wealth Management Software: Front-to-back SaaS product delivering tools for client reporting, asset allocation analysis, performance attribution, and order management
Key contacts
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Financial details
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1.2 - Competitors and similar companies to Third Financial
Sortino Advisory
HQ: United States
Website
- Description: Provider of retirement planning, wealth management, and investment strategies services as a financial institution.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
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- Total funding raised: $●●●m
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View full Sortino Advisory company profile →
RealtyShares
HQ: United States
Website
- Description: Provider of a real estate investment platform giving investors direct access to quality commercial real estate opportunities and connecting individual and institutional investors with experienced real estate operators raising capital. Offers account management services, financial matchmaking between investors and managers, and accredited investor verification.
- 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 RealtyShares company profile →
Savvr
HQ: United States
Website
- Description: Provider of large-scale web data collection, analysis, and research for institutional investors. Delivers standardized data reports to select firms and conducts exclusive ad hoc projects. Covers industries including real estate, lodging, automotive, ecommerce, restaurants, and media/entertainment to identify key metrics and insights that drive company performance and growth.
- 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 Savvr company profile →
Affinia Financial Group
HQ: United States
Website
- Description: Provider of registered financial advisory services offering wealth management and planning. Services include comprehensive financial planning reflecting clients' life circumstances and aspirations, fiduciary investment management aligning portfolios with financial plans considering risk, return objectives, and cash flow needs, and special needs financial planning to help families plan for the future and lifelong needs of a child with a disability.
- 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 Affinia Financial Group company profile →
LCG
HQ: United Kingdom
Website
- Description: Provider of online trading services.
- 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 LCG 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 Third Financial
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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 Third Financial
2.2 - Growth funds investing in similar companies to Third Financial
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4 - Top valuation comps for Third Financial
4.2 - Public trading comparable groups for Third Financial
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