Company profile: FIL Fondsbank
1.1 - Company Overview
Company description
- Provider of wealth management and fund and asset management solutions and consulting, offering Fidelity Wealth Expert with sustainability risk considerations; FFB Fondsdepot and FondsdepotPlus platforms for managing fund and ETF investments; diverse equity, bond, mixed, and money market funds; Sparplan savings plans; and FFB Kredit lines to borrow up to 60% against fund holdings.
Products and services
- Investment Funds: Multi-asset products delivering equity, bond, mixed, and money market exposures, enabling diversified allocation across risk profiles and investment goals through a broad fund range
- FFB Fondsdepot: Platform-based account centralizing all fund holdings, supplying access to extensive funds and ETFs from over 260 fund companies for streamlined portfolio administration
- Fidelity Wealth Expert (FWE): Discretionary-managed service where investment decisions are outsourced to FIL Investments International, utilizing a defined fund range overseen with explicit consideration of sustainability risks
Key contacts
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Financial details
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1.2 - Competitors and similar companies to FIL Fondsbank
Suffolk Life
HQ: United Kingdom
Website
- Description: Provider of specialist pension administration services and self-invested personal pensions, including MasterSIPP, SmartSIPP, Your Future SIPP and Suffolk Life SIPP, integrating with discretionary investment managers and platforms, supporting commercial property investments, and offering adviser resources such as CPD-qualified training, Technical Hub, Secure Portal and SSAS webinar series.
- 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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Loring Ward
HQ: United States
Website
- Description: Provider of investment models (flexible portfolio management, tax management, ESG); practice management (consulting, legal support, business transition, leadership coaching); back office support (multi-custodial oversight, account maintenance, paperless processes); vetted technology stack (planning platforms, client portals, investment analytics); advanced planning (complex cases; retirement, tax, estate); and marketing support for 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: ●●
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Carson Group
HQ: United States
Website
- Description: Provider of comprehensive financial planning support (tax, estate, trust, insurance); an investment platform with expert advice; full compliance, marketing, M&A, coaching and partnership support; and a curated tech stack for financial advisors, plus straightforward financial advice for investors through Carson Wealth, Carson Group Coaching, and Carson Group Partners.
- 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 Carson Group company profile →
Ethix
HQ: Sweden
Website
- Description: Provider of innovative, solutions-oriented support to institutional investors across Europe, helping develop policies and implement strategies for sustainable and responsible investment; participates in and leads initiatives with investors and experts on international standards for corporate.
- 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 Ethix company profile →
S&P Investment Advisory Services
HQ: United States
Website
- Description: Provider of non-discretionary investment advice on multi-manager, equity and fixed income strategies, acting as a sub-advisor to institutional investment managers; the investment advisory arm of S&P Global Market Intelligence, a division of S&P Global.
- 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 S&P Investment Advisory Services 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 FIL Fondsbank
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3. Investors and private equity firms
3.1 - Buyout funds investing in similar companies to FIL Fondsbank
2.2 - Growth funds investing in similar companies to FIL Fondsbank
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4 - Top valuation comps for FIL Fondsbank
4.2 - Public trading comparable groups for FIL Fondsbank
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