Company profile: Equipos
1.1 - Company Overview
Company 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.
Products and services
🔒
Key contacts
🔒
🔒
Financial details
🔒
1.2 - Competitors and similar companies to Equipos
C-Suite Financial Partners
HQ: United States
Website
- Description: Provider of senior financial executive staffing and recruiting services for companies of all sizes, delivering interim financial leadership for temporary challenges (strategic direction, acquisition guidance, turnaround management), project-based leadership for audits, mergers and acquisitions, financial restatements, and public offerings, and non-retained search services to find candidates aligned with organizational needs and culture.
- 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 C-Suite Financial Partners company profile →
Marquee Group
HQ: Canada
Website
- Description: Provider of financial modeling training, consulting and accreditation, offering frameworks and disciplined approaches to design, structure and develop user-friendly spreadsheet-based models. Helps finance professionals turn their models into powerful communication tools for decision-making.
- 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 Marquee Group company profile →
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 →
Lucid Issuer Services
HQ: United Kingdom
Website
- Description: Provider of solutions for issuers of debt securities.
- 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 Lucid Issuer Services company profile →
Smithfield
HQ: United Kingdom
Website
- Description: Provider of specialist financial media and investor communications consultancy 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 Smithfield 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 Equipos
🔒
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 Equipos
2.2 - Growth funds investing in similar companies to Equipos
🔒
View all growth equity funds with complete profiles
Start Free Trial →
4 - Top valuation comps for Equipos
4.2 - Public trading comparable groups for Equipos
🔓 Unlock all public trading comparable groups with complete valuation data
Start Free Trial →