Company profile: Finfox
1.1 - Company Overview
Company description
- Provider of omnichannel hybrid investment advisory software for banks, advisers and customers. Offers the Finfox Platform for consistent data and wealth planning across digital and physical channels; FinfoxPro for investment advisory and portfolio monitoring; FinfoxTouch; FinfoxAdvice; risk profiling; and ESG solutions.
Products and services
- FinfoxAdvice: A client-facing, guided self-service product that delivers investment journey management, enabling customers to manage their investment journeys independently
- Finfox Platform: An omnichannel-capable backbone that delivers consistent data and business logic for banks, advisers, and customers, enabling seamless wealth planning across digital and physical channels and all devices
- FinfoxPro: A bank-deployed component that architects investment advisory and portfolio monitoring, integrating innovative advisory processes for banks
Key contacts
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Financial details
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1.2 - Competitors and similar companies to Finfox
Clarity Money
HQ: United States
Website
- Description: Provider of a mobile app for financial organization and advocacy, enabling users to lower bills, cancel wasteful accounts, transfer money, create high-yield savings accounts with higher interest rates, and access their credit score, while providing transparency into their finances.
- 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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FastMatch
HQ: United States
Website
- Description: Provider of a matching system and electronic communication network for spot foreign exchange trading, giving customers access to large pools of diversified liquidity at unparalleled speed with complete transparency in the optimal location.
- 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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Wikifolio
HQ: Austria
Website
- Description: Provider of an Austria-based online platform where traders and asset managers create virtual portfolios (“wikifolios”) and turn them into financial products listed on Europe’s leading exchange for structured products. Offers wikifolio Certificates for investors, trading insights, community and social features, and blog/educational content spanning stocks, funds, ETFs and ETCs.
- 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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JP Jenkins
HQ: United Kingdom
Website
- Description: Provider of a trading platform delivering liquidity solutions to private and unlisted companies, including a matched bargain facility that connects buyers and sellers through a network of regulated brokers, liquidity options for shareholders of privately held companies, and assisted financing that links companies with suitable brokers and placing agents.
- 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 JP Jenkins company profile →
OTC Markets
HQ: United States
Website
- Description: Provider of marketplaces and related services, operating the OTCQX Best Market, OTCQB Venture Market, and Pink Open Market for over 11,000 U.S. and global securities. Offers the SEC-regulated OTC Link ATS connecting broker-dealers for liquidity and execution, market data on 12,000 securities via Bloomberg, REDI Technologies, and Thomson Reuters, and corporate services to help companies engage and inform investors.
- 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 OTC Markets 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 Finfox
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Buyer group 2: ████████ ████████
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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 Finfox
2.2 - Growth funds investing in similar companies to Finfox
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4 - Top valuation comps for Finfox
4.2 - Public trading comparable groups for Finfox
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