Company profile: RL360
1.1 - Company Overview
Company description
- Provider of international investment, savings and protection products for expats and local nationals, including a Regular Savings Plan for investing in global funds, Oracle lump-sum investment plan, PIMS portfolio bond with extensive investment choices, LifePlan life insurance (whole of life or term), online investment platforms (wraps), and trusts with tax and succession planning advice.
Products and services
- PIMS: An institutional-grade portfolio bond for sophisticated investors delivering extensive investment choices and flexibility, enabling broad fund selection and adaptable portfolio management
- Regular Savings Plan: A client-configurable savings plan allowing international clients to invest regularly in a range of global funds, adjust contributions, and access bonuses
- Oracle: A lump-sum investment plan offering access to a wide range of funds, architected for individuals and entities looking to invest a moderate amount.
Key contacts
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Financial details
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1.2 - Competitors and similar companies to RL360
Jobstream
HQ: United Kingdom
Website
- Description: Provider of software for the offshore financial services industry, used by trust companies, family offices, and similar organisations as a business platform for trust and company administration, accounting, and practice management, including the Jobstream 9 trust administration software platform.
- 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: ●●
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Alpha Omega Financial Systems
HQ: United States
Website
- Description: Provider of financial solutions systems enabling straight-through processing and seamless flow of trade details from portfolio management to trading to settlement, leveraging the FIX protocol to support granular, flexible, and connected communication between asset managers and brokers.
- 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 Alpha Omega Financial Systems company profile →
Addepar
HQ: United States
Website
- Description: Provider of a software and data platform for complex investment portfolios, offering automated aggregation across asset classes and currencies; consolidated portfolio analysis and visualization; tools for asset allocation, rebalancing and alignment with client goals; customizable performance reporting; a secure client portal with mobile and iPad access; and APIs and pre-built integrations to enhance workflow efficiency and data management.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
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Clarify Wealth
HQ: United States
Website
- Description: Provider of financial planning and investment advice, including retirement planning, risk management, college planning, estate planning, and charitable donations 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 Clarify Wealth company profile →
MarketWise
HQ: United States
Website
- Description: Provider of a multi-brand digital subscription services platform.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
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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 RL360
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Buyer group 2: ████████ ████████
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Key Products: ████████, ████████, ████████, ████████
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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 RL360
2.2 - Growth funds investing in similar companies to RL360
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4 - Top valuation comps for RL360
4.2 - Public trading comparable groups for RL360
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