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Company profile: Informed Financial Planning

1.1 - Company Overview

Informed Financial Planning Logo

Informed Financial Planning

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

Company description

  • Provider of advice, investment, and financial planning services.

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 Informed Financial Planning

Greyline Logo

Greyline

HQ: United States Website
  • Description: Provider of fund administration for alternative funds, including bookkeeping, accounting and regulatory compliance; asset management across equities and fixed income with ESG integration; loan administration and agent services; securitisation advisory, structuring and financial reporting; structured finance solutions including asset-backed and collateralised transactions; and anti-money laundering practices development and integration.
  • 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 Greyline company profile →
Ignis Asset Management Logo

Ignis Asset Management

HQ: United Kingdom Website
  • Description: Provider of global investment services backed by a well-capitalised investment business with approximately £67.6bn in assets under management, focused on investment performance and the risk taken to achieve it, leveraging entrepreneurial teams operating in standalone business units.
  • 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 Ignis Asset Management company profile →
Equipos Logo

Equipos

HQ: United Kingdom Website
  • Description: Provider of specialist document management, business process management, and client reporting solutions for investment and wealth management firms, featuring the multi-award-winning Equipos Coric Client Communications Suite.
  • 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 Equipos company profile →
Starks Financial Logo

Starks Financial

HQ: United States Website
  • Description: Provider of financial planning 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 Starks Financial company profile →
NYDIG Logo

NYDIG

HQ: United States Website
  • Description: Provider of Bitcoin-focused technology and financial services for institutions, private clients, and banks, including asset management, derivatives, financing, custody, and execution, via a platform meeting the highest regulatory, audit, and governance standards.
  • 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 NYDIG 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 Informed Financial Planning

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Buyer group 1: ████████ ████████

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Description: ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████
Key Products: ████████, ████████, ████████, ████████
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Buyer group 2: ████████ ████████

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Description: ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████
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 Informed Financial Planning

2.2 - Growth funds investing in similar companies to Informed Financial Planning

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4 - Top valuation comps for Informed Financial Planning

4.2 - Public trading comparable groups for Informed Financial Planning

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4.3 - M&A Transactions similar to Informed Financial Planning

Selected M&A transactions

Date Target Description Buyer(s) Relevance EV EV/Revenue EV/EBITDA
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Frequently Asked Questions

About Informed Financial Planning

What does Informed Financial Planning do?

Informed Financial Planning is a provider of advice, investment, and financial planning services.

Who are Informed Financial Planning's competitors?

Informed Financial Planning's competitors and similar companies include Greyline, Ignis Asset Management, Equipos, Starks Financial, and NYDIG.

Where is Informed Financial Planning headquartered?

Informed Financial Planning is headquartered in United Kingdom.

How many employees does Informed Financial Planning have?

Informed Financial Planning has 1,000 employees 🔒.

When was Informed Financial Planning founded?

Informed Financial Planning was founded in 2010 🔒.

What sector and industry vertical is Informed Financial Planning in?

Informed Financial Planning is in the Enterprise Software 🔒 sector and industry

M&A Buyers & Acquirers for Informed Financial Planning

Who are the top strategic acquirers in Informed Financial Planning's sector and industry

Top strategic M&A buyers and acquirers in Informed Financial Planning's sector include ████████, ██████████, ██████, ████████, and ██████████ 🔒.

Which M&A buyer groups are most relevant for Informed Financial Planning?

Top strategic M&A buyers groups and sectors for Informed Financial Planning include █████████████████ , ████████████████, █████████████, ████████████, and ████████████████ 🔒.

Financial Investors investing in Informed Financial Planning's sector and industry vertical

Which are the top PE firms investing in Informed Financial Planning's sector and industry vertical?

Top PE firms investing in Informed Financial Planning's sector and industry vertical include ████████, ██████████, ████████, and ██████████ 🔒.

Who are the top buyout funds acquiring in Informed Financial Planning's sector and industry vertical?

Active PE funds and buyout funds acquiring companies in Informed Financial Planning's sector and industry vertical include █████████, ██████████, ████████████, and ████████████ 🔒.

Who are the top growth equity funds investing in companies in Informed Financial Planning's sector and industry vertical?

Growth funds and venture capital funds investing in companies similar to Informed Financial Planning include █████████, ██████████, ████████████, and ████████████ 🔒.

Valuation benchmarks of companies in Informed Financial Planning's sector and industry

Which are the key public companies that are relevant trading comps benchmarks for Informed Financial Planning?

The key public trading comparables and valuation benchmarks for Informed Financial Planning include █████████, ██████████, ████████████, and ████████████ 🔒.

Which are the key trading comparable groups for Informed Financial Planning for public valuation benchmarks?

Our platform tracks detailed public trading comparable groups and valuation benchmarks for Informed Financial Planning 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 Informed Financial Planning's sector and industry vertical?

Our platform tracks relevant M&A transactions comparables and valuation benchmarks for Informed Financial Planning 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 Informed Financial Planning's' sector and industry vertical?

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

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