📊 This is a company profile preview from Tablestat.com Request a Free Trial Now

Company profile: Clifton Asset Management

1.1 - Company Overview

Clifton Asset Management Logo

Clifton Asset Management

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

Company description

  • Provider of specialist financial services to businesses and individuals across the UK since 1986, including business funding, wealth management, auto-enrolment, exit strategies, employee benefits, and individual and corporate protection. Offers pension trustee and administration (SSAS, SIPP), consulting and transfers, platform-only managed portfolios for Financial Advisers, adviser partnerships and support, and tech via Connects – X and MyViewpoint.

Products and services

  • Clifton Wealth Partnership Private Client: Delivers wealth management services, including comprehensive financial advice supported by cashflow modelling and access to the MyViewpoint financial technology platform
  • Morgan Lloyd: Delivers pension trustee and administration services for Small Self-Administered Schemes (SSAS) and Self-Invested Personal Pensions (SIPP), enabling flexible investment options for individuals and business owners
  • Eden Park Investment Management: Supplies a platform-only managed portfolio service with a range of risk-profiled portfolios, working exclusively with Financial Advisers

Key contacts

🔒
🔒

Financial details

🔒

1.2 - Competitors and similar companies to Clifton Asset Management

Trayport Logo

Trayport

HQ: United Kingdom Website
  • Description: Provider of energy trading solutions for traders, brokers and exchanges worldwide, offering Joule for access to power, gas and environmental markets; autoTRADER for algorithmic spot, intraday, forward and futures trading; Tradesignal for strategy design and backtesting; a Voluntary Carbon Market; a digital Customer Portal; and Joule Mobile for live market monitoring.
  • 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 Trayport company profile →
Irradiant Partners Logo

Irradiant Partners

HQ: United States Website
  • Description: Provider of alternative investment management focused on liquid credit, opportunistic credit, and renewable private equity and credit.
  • 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 Irradiant Partners company profile →
BNY Logo

BNY

HQ: United States Website
  • Description: Provider of global financial services including asset servicing, investment management, clearance and collateral management, wealth management, treasury services, and markets solutions for trading, financing and liquidity needs, including foreign exchange execution and securities finance; helping clients manage, move and keep assets safe, with oversight of more than $50 trillion in assets.
  • 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 BNY company profile →
Grove Point Financial Logo

Grove Point Financial

HQ: United States Website
  • Description: Provider of investment and advisory services, building meaningful relationships with entrepreneurs through a boutique approach supported by the tools and resources of a large firm, working alongside their team and other financial advisors.
  • 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 Grove Point Financial company profile →
Atlantic Fund Services Logo

Atlantic Fund Services

HQ: United States Website
  • Description: Provider of global fund administration services, offering personalized service.
  • 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 Atlantic Fund Services 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 Clifton Asset Management

🔒

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 Clifton Asset Management

2.2 - Growth funds investing in similar companies to Clifton Asset Management

🔒 View all growth equity funds with complete profiles
Start Free Trial →

4 - Top valuation comps for Clifton Asset Management

4.2 - Public trading comparable groups for Clifton Asset Management

🔓 Unlock all public trading comparable groups with complete valuation data
Start Free Trial →

4.3 - M&A Transactions similar to Clifton Asset Management

Selected M&A transactions

Date Target Description Buyer(s) Relevance EV EV/Revenue EV/EBITDA
🔒 View all M&A transactions with complete deal terms
Request Free Trial Now →

Frequently Asked Questions

About Clifton Asset Management

What does Clifton Asset Management do?

Clifton Asset Management is a provider of specialist financial services to businesses and individuals across the UK since 1986, including business funding, wealth management, auto-enrolment, exit strategies, employee benefits, and individual and corporate protection. Offers pension trustee and administration (SSAS, SIPP), consulting and transfers, platform-only managed portfolios for Financial Advisers, adviser partnerships and support, and tech via Connects – X and MyViewpoint.

Who are Clifton Asset Management's competitors?

Clifton Asset Management's competitors and similar companies include Trayport, Irradiant Partners, BNY, Grove Point Financial, and Atlantic Fund Services.

Where is Clifton Asset Management headquartered?

Clifton Asset Management is headquartered in United Kingdom.

How many employees does Clifton Asset Management have?

Clifton Asset Management has 1,000 employees 🔒.

When was Clifton Asset Management founded?

Clifton Asset Management was founded in 2010 🔒.

What sector and industry vertical is Clifton Asset Management in?

Clifton Asset Management is in the Enterprise Software 🔒 sector and industry

M&A Buyers & Acquirers for Clifton Asset Management

Who are the top strategic acquirers in Clifton Asset Management's sector and industry

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

Which M&A buyer groups are most relevant for Clifton Asset Management?

Top strategic M&A buyers groups and sectors for Clifton Asset Management include █████████████████ , ████████████████, █████████████, ████████████, and ████████████████ 🔒.

Financial Investors investing in Clifton Asset Management's sector and industry vertical

Which are the top PE firms investing in Clifton Asset Management's sector and industry vertical?

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

Who are the top buyout funds acquiring in Clifton Asset Management's sector and industry vertical?

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

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

Growth funds and venture capital funds investing in companies similar to Clifton Asset Management include █████████, ██████████, ████████████, and ████████████ 🔒.

Valuation benchmarks of companies in Clifton Asset Management's sector and industry

Which are the key public companies that are relevant trading comps benchmarks for Clifton Asset Management?

The key public trading comparables and valuation benchmarks for Clifton Asset Management include █████████, ██████████, ████████████, and ████████████ 🔒.

Which are the key trading comparable groups for Clifton Asset Management for public valuation benchmarks?

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

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

Access recent funding rounds and capital raises in Clifton Asset Management's sector and industry vertical including growth equity, venture capital, and buyout investments. Our database includes round size, lead investors and valuations.

Ready to Find the Right Buyers?

Access complete buyer lists, valuation data, and M&A intelligence for Clifton Asset Management

Launch login modal Launch register modal