Company profile: New Access
1.1 - Company Overview
Company description
- Provider of software solutions for the private banking and wealth management industry, offering a core-to-digital platform with core banking and digital transformation tools, a Client Data Management system, and end-to-end SaaS services covering asset administration, transaction processing, and IT infrastructure in a private cloud.
Products and services
- End-to-end services: Enterprise-grade SaaS model delivering operational IT and business operations support, covering asset administration, transaction processing, and IT infrastructure management within a private cloud environment
- Core-to-digital platform: Modular suite architected for private banking and wealth management, combining core banking functionalities with digital transformation tools spanning relationship, advisory, document management, and client report production
- Client Data Management (CDM) system: Industry-specific platform that ensures high-net-worth clients remain central to investment decision-making and relationship management for private bankers and wealth managers
Key contacts
🔒
🔒
Financial details
🔒
1.2 - Competitors and similar companies to New Access
Lord and Richards
HQ: United States
Website
- Description: Provider of wealth management, investment, asset protection, insurance, tax, and consulting 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 Lord and Richards company profile →
Steadyhand
HQ: Canada
Website
- Description: Provider of private equity, transparent reporting, advisory, mutual funds, and investment management 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 Steadyhand company profile →
Nucoro
HQ: United Kingdom
Website
- Description: Provider of digital savings, investment, and wealth management platforms for financial institutions, insurance providers, and wealth managers. Offers automated and self-directed investing, robo investing, hybrid advisory and hybrid robo platforms, plus a stock trading app with fractional shares and automated alerts to help customers save, invest, and grow their money.
- 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 Nucoro company profile →
Stockchase
HQ: Canada
Website
- Description: Provider of an established online community for DIY investors.
- 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 Stockchase company profile →
Euclidea
HQ: Italy
Website
- Description: Provider of a wide range of wealth management plans, including wealth advice and investment planning 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 Euclidea company profile →
🔒
2.M&A buyers
2.1 Potential strategic acquirers in the sector
🔒
🔒
🔒
🔒
View all strategic buyers with complete profiles
Start Free Trial →
2.2 - Strategic buyer groups for New Access
🔒
Buyer group 1: ████████ ████████
●● companies
Description: ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████
Key Products: ████████, ████████, ████████, ████████
🔒
View all companies in this group
Request Free Trial Now →
🔒
Buyer group 2: ████████ ████████
●● companies
Description: ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████
Key Products: ████████, ████████, ████████, ████████
🔒
View all companies in this group
Request Free Trial Now →
🔒
Buyer group 3: ████████ ████████
●● companies
Description: ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████
Key Products: ████████, ████████, ████████, ████████
🔒
View all companies in this group
Request Free Trial Now →
🔓 Unlock all detailed buyer group breakdowns with complete company profiles
Start Free Trial →
3. Investors and private equity firms
3.1 - Buyout funds investing in similar companies to New Access
2.2 - Growth funds investing in similar companies to New Access
🔒
View all growth equity funds with complete profiles
Start Free Trial →
4 - Top valuation comps for New Access
4.2 - Public trading comparable groups for New Access
🔓 Unlock all public trading comparable groups with complete valuation data
Start Free Trial →