Company profile: Succession Advisory Services
1.1 - Company Overview
Company description
- Provider of wealth management and financial planning services to individual and corporate clients across the UK through a network of acquired and member firms. Offers advisory services, an open-architecture investment platform to manage and grow investments, and an Investment Matrix tool for portfolio analysis and management.
Products and services
- Succession Investment Platform: Open-architecture platform tailored to manage and grow individual and corporate investments across the UK
- Succession Advisory Services: Network-based wealth management advisory delivering financial planning and investment advice to UK individual and corporate clients
- Succession Investment Matrix: Matrix-based portfolio-analysis product used to analyze and manage investment portfolios for UK clients
Key contacts
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Financial details
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1.2 - Competitors and similar companies to Succession Advisory Services
Maple Leaf Financial
HQ: United Kingdom
Website
- Description: Provider of commercial finance and asset management, offering mortgage brokerage for first-time buyers, home movers and property investors; commercial property mortgages based on property income; remortgaging; financial advice on pensions, investments and estate planning; development finance; and insurance including buildings, contents, critical illness, income protection and life.
- 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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- Acquisitions: ●●
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Trac Services
HQ: Norway
Website
- Description: Provider of wealth technology, payment solutions, investment banking, and financial 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 Trac Services company profile →
Green Benefit
HQ: Germany
Website
- Description: Provider of financial consulting and fund advisory 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 Green Benefit company profile →
Hardin Compliance
HQ: United States
Website
- Description: Provider of customized regulatory compliance solutions for financial services firms, including outsourced CCO 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 Hardin Compliance company profile →
One Group
HQ: Germany
Website
- Description: Provider of investment services enabling private investors and investment experts to invest in the residential real estate market.
- 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 One 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 Succession Advisory Services
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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 Succession Advisory Services
2.2 - Growth funds investing in similar companies to Succession Advisory Services
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4 - Top valuation comps for Succession Advisory Services
4.2 - Public trading comparable groups for Succession Advisory Services
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