Company profile: Heritage
1.1 - Company Overview
Company description
- Provider of insurance management services in Europe.
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 Heritage
Acolin
HQ: Switzerland
Website
- Description: Provider of cross-border fund distribution services as an independent partner, connecting asset managers to new opportunities and resolving complex regulatory challenges. Offerings include the Acolin Oversight Platform (SaaS for data collection, analytics and compliance insights), global fund registration (UCITS/AIFMD), Swiss representation, tied agent services, facilities agency services in the UK, Germany and EU, and distribution network management.
- 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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Fi360
HQ: United States
Website
- Description: Provider of fiduciary technology, software tools, data analytics, and education for financial advisors and intermediaries, including the Fi360 Fiduciary Score, Fiduciary Focus Toolkit, Accredited Investment Fiduciary (AIF) designation, learning programs, fiduciary-focused data and custom reports, and Matrix Trust & Custody services for retirement plans.
- 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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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: ●●
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IPSI
HQ: Ireland
Website
- Description: Provider of technology-enabled third-party administration (TPA) solutions to European and global life insurance and pension providers, delivering end-to-end 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 IPSI company profile →
Edgmoor
HQ: United Kingdom
Website
- 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.
- 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 Edgmoor 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 Heritage
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Buyer group 1: ████████ ████████
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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 Heritage
2.2 - Growth funds investing in similar companies to Heritage
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4 - Top valuation comps for Heritage
4.2 - Public trading comparable groups for Heritage
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