Company profile: Yellowtail
1.1 - Company Overview
Company description
- Provider of digital and data-driven software for the financial sector, including Hypact Advisor (cloud-based mortgage advice, mediation and management with integrated client environment and automated document processing), PensioenSuite (pension websites, portals and planners), the Financial Insight Tool (FIT), the Rabobank Intermediair Omgeving portal, UX/design services, and Yellowlab qualitative user research.
Products and services
- Hypact Advisor: An integrated, cloud-based system for mortgage advice, mediation, and management, featuring a client environment and automated document processing for streamlined workflows
- PensioenSuite: A modular platform that architects pension websites, portals, and planners, enabling clear participant communication and delivering financial insights to participants
- Financial Insight Tool (FIT): A data-driven tool that produces a clear, personalized view of a participant’s financial future, simulates multiple scenarios, and supports informed decision-making
Key contacts
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Financial details
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1.2 - Competitors and similar companies to Yellowtail
Fortigent
HQ: United States
Website
- Description: Provider of unspecified products and services; Fortigent, LLC was acquired by LPL Financial in 2012.
- 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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- Acquisitions: ●●
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CME Group
HQ: United States
Website
- Description: Provider of a diverse derivatives marketplace, operating large futures exchanges in Chicago and New York City to help participants manage risk and capture opportunities; formed by the 2007 merger of the Chicago Mercantile Exchange and the Chicago Board of Trade.
- 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 CME Group company profile →
Immo
HQ: United Kingdom
Website
- Description: Provider of Europe’s first technology-led residential real estate platform to create quality portfolios of existing single-family rental housing at speed and scale, delivering end-to-end services for institutional partners: sourcing and acquisition, AI-powered underwriting, development management, lettings and property management, asset management, automated investor reporting and analytics.
- 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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Ascensus
HQ: United States
Website
- Description: Provider of retirement plan solutions, including administration and compliance for defined contribution and other plan types; administration of state-run retirement programs, IRAs, and HSAs; training on IRA/HSA rules; and technology-enabled outsourcing and full operations/distribution management for asset managers, banks, insurers, distributors, and state governments.
- 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 Ascensus company profile →
AdvisorEngine
HQ: United States
Website
- Description: Provider of a next-generation wealth management platform for investment advisors and RIAs, fully integrating Online Wealth Management, CRM, and Portfolio Management. Delivers CRM, performance reporting, fee billing, rebalancing, digital onboarding, and a client portal to streamline account opening, proposals, risk profiling, reporting, trading, billing, and client engagement.
- 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 AdvisorEngine 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 Yellowtail
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Buyer group 3: ████████ ████████
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3. Investors and private equity firms
3.1 - Buyout funds investing in similar companies to Yellowtail
2.2 - Growth funds investing in similar companies to Yellowtail
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4 - Top valuation comps for Yellowtail
4.2 - Public trading comparable groups for Yellowtail
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