Company profile: Edgmoor
1.1 - Company Overview
Company description
- Provider of financial planning and advisory services, including investment and pension planning, trustee and deputy advice, tax, protection, and ongoing reviews, to help families achieve long-term financial security.
Products and services
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Key contacts
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Financial details
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1.2 - Competitors and similar companies to Edgmoor
Financial Risk Solutions
HQ: Ireland
Website
- Description: Provider of investment administration technology. The Invest|Pro solution is used by wealth managers to administer and control individualised portfolios, accounts holding a variety of assets for the benefit of the policy or account holder, and integrates with existing business systems to transform traditional wealth management, such as unit linked.
- 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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Square Mile Research
HQ: United Kingdom
Website
- Description: Provider of investment research 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: ●●●●●●●●●●
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Plenti Financial
HQ: United States
Website
- Description: Provider of mortgage, brokerage, 1031 exchange, and guaranteed tax saver loan services, including a No Fee 1031 Exchange that leverages technology to reduce costs; secure fund management via individual FDIC-insured, segregated accounts with fraud prevention and data encryption; and interest sharing on exchange funds typically reserved for institutional 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: ●●
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Kensington Advisors
HQ: United States
Website
- Description: Provider of independent financial advisory services specializing in the analysis, structuring, and execution of derivative products and structured financing solutions, backed by professionals with over 160 years of total experience, including over 80 years of combined prior experience on major derivatives trading platforms.
- 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 Kensington Advisors company profile →
Buckingham Research Group
HQ: United States
Website
- Description: Provider of broker-dealer services, offering asset management, institutional brokerage, and research to accessory manufacturers, aerospace and defense, agribusiness, airline transportation, airlines, transportation equipment, transportation logistics, trucking, trust banks, and financial services; New York-based registered broker-dealer.
- 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 Buckingham Research Group 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 Edgmoor
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Buyer group 2: ████████ ████████
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Key Products: ████████, ████████, ████████, ████████
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Buyer group 3: ████████ ████████
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Description: ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████
Key Products: ████████, ████████, ████████, ████████
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3. Investors and private equity firms
3.1 - Buyout funds investing in similar companies to Edgmoor
2.2 - Growth funds investing in similar companies to Edgmoor
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4 - Top valuation comps for Edgmoor
4.2 - Public trading comparable groups for Edgmoor
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