Company profile: Gambit Finance
1.1 - Company Overview
Company description
- Provider of investment advisory, portfolio optimization and risk management solutions via investment and wealth management platforms for client onboarding, investor profiling, goal definition, pension simulation, client segmentation, model portfolios, advisor dashboard, reporting, recommendations, projections and historical performance analysis; Robo Advisor, personalized pension solutions and platforms such as MyMand@te and Birdee.
Products and services
- Technological Investment & Wealth Management Platforms: A modular platform orchestrating client onboarding, investor profiling, goal definition, pension simulation, client segmentation, model portfolio creation, advisor dashboard, newsfeed, reporting, recommendations, projections, and historical performance analysis
- Robo Advisor: A self-guided system enabling clients to set up portfolios online, determine their risk profile, select matching portfolios, compare simulations, and track investments digitally
- Gambit Personalized Pension Solution: A custom-engineered advisory service delivering tailored retirement advice, personalized retirement diagnostics, customized proposals, and a comprehensive client needs approach to support retirement planning
Key contacts
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Financial details
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1.2 - Competitors and similar companies to Gambit Finance
ETFmatic
HQ: United Kingdom
Website
- Description: Provider of digital wealth management and automated investment services built on ETFs, enabling businesses to offer automated investment management to chosen customer groups and professionals to invest monthly in diversified ETF portfolios with tools to tailor, automatically rebalance, reduce volatility and minimize commissions.
- 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 ETFmatic company profile →
Bankin
HQ: France
Website
- Description: Provider of a mobile money management app offering automated budget categorization with personalized alerts and goals, cashback from over 400 merchants credited to the account, bill optimization through detection and renegotiation to reduce fixed charges, and credit solutions for purchases, projects, and investments, with borrowing options between €100 and €1000 directly in-app.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
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- Acquisitions: ●●
View full Bankin company profile →
ETF Securities
HQ: United Kingdom
Website
- Description: Provider of commodity exchange-traded products—the world’s largest independent—plus a wide range of equity, alternative, and currency ETPs. Offers over 300 ETPs and listed the world's first physically-backed gold ETP in 2003. Also provides services for launching, managing, and growing ETFs (marketing, strategy, compliance, portfolio management) and access to US energy infrastructure via a midstream MLP fund.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
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- Acquisitions: ●●
View full ETF Securities company profile →
Pluto
HQ: United States
Website
- Description: Provider of an investing platform for data-driven investors, offering advanced tools to trade stocks and cryptocurrency with automation, refined strategies, and big data insights; processes over 25M investing decisions per month.
- 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 Pluto company profile →
Tamarac
HQ: United States
Website
- Description: Provider of a suite of software tools and advisor services for Independent Registered Investment Advisors, automating portfolio management, rebalancing, trading, reporting, client management, and CRM. Offerings include Tamarac Suite, Tamarac Reporting, Tamarac CRM, Tamarac Trading, a Unified Managed Account solution, and back-office support for data reconciliation, account aggregation, and compliance reporting.
- 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 Tamarac 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 Gambit Finance
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Buyer group 3: ████████ ████████
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3. Investors and private equity firms
3.1 - Buyout funds investing in similar companies to Gambit Finance
2.2 - Growth funds investing in similar companies to Gambit Finance
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4 - Top valuation comps for Gambit Finance
4.2 - Public trading comparable groups for Gambit Finance
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