Company profile: Metis Wealth
1.1 - Company Overview
Company description
- Provider of financial consulting services, offering tax optimization, mortgage and finance guidance, retirement planning, and estate planning.
Products and services
🔒
Key contacts
🔒
🔒
Financial details
🔒
1.2 - Competitors and similar companies to Metis Wealth
Gryphon Group
HQ: United States
Website
- Description: Provider of comprehensive back-office solutions for SEC-registered and private funds, helping private investment and general partner firms with fund administration, accounting, investor reporting, tax services and tax structuring, advisory, compliance services, as well as AML and transfer agency services, delivered through an integrated approach across the fund ecosystem.
- 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 Gryphon Group company profile →
Ivy Investments
HQ: United States
Website
- Description: Provider of inventive, actively-managed investing strategies designed to help investors meet long-term goals.
- 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 Ivy Investments company profile →
Finantech
HQ: Portugal
Website
- Description: Provider of integrated software solutions for trading and capital markets that help in expanding investments.
- 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 Finantech company profile →
BBS Securities
HQ: Canada
Website
- Description: Provider of financial services as a finance company based in Toronto.
- 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 BBS Securities company profile →
Vortex Metals
HQ: Canada
Website
- Description: Provider of copper and gold exploration and mining projects, including the Illapel Copper Project (with final and conditional approvals), the Riqueza Marina Copper & Gold Host Project, and the Zaachila Copper & Gold Host Project, focused on exploration and extraction, as well as private placements to raise capital.
- 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 Vortex Metals 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 Metis Wealth
🔒
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 Metis Wealth
2.2 - Growth funds investing in similar companies to Metis Wealth
🔒
View all growth equity funds with complete profiles
Start Free Trial →
4 - Top valuation comps for Metis Wealth
4.2 - Public trading comparable groups for Metis Wealth
🔓 Unlock all public trading comparable groups with complete valuation data
Start Free Trial →