Company profile: Embark
1.1 - Company Overview
Company description
- Provider of retirement and financial services, offering a customizable white-label platform for wealth management propositions, the Stocktrade execution-only stockbroking platform for equity trading across UK, Europe and North America, and Horizon Funds, five actively managed multi-asset funds tailored to investor risk profiles over medium to long-term horizons.
Products and services
- Horizon Funds: A set of five actively managed, multi-asset funds engineered to match investors’ risk profiles over medium to long-term investment horizons
- Stocktrade: An execution-only stockbroking platform that facilitates equity trading across UK, Europe, and North American markets
- White-Label Platform: A customizable platform system for businesses to create their own investment propositions, offering tools and support for wealth management
Key contacts
🔒
🔒
Financial details
🔒
1.2 - Competitors and similar companies to Embark
Archway Technology
HQ: United States
Website
- Description: Provider of software and services for single- and multi-family offices, private banks, investment advisors and hedge funds, offering a wealth management platform integrating accounting, investment data aggregation and reporting; bill payment and expense reporting; partnership accounting administration; investment and fund accounting software.
- 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 Archway Technology company profile →
INO.com
HQ: United States
Website
- Description: Provider of market information services, offering news, analysis, data, and tools for traders across equities, options, forex, and futures markets worldwide.
- 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 INO.com company profile →
ByAllAccounts
HQ: United States
Website
- Description: Provider of automated financial account data aggregation solutions for professional wealth managers and financial advisors, enabling collection from thousands of financial institutions and direct import into portfolio management and trust accounting systems, with technology that analyzes, augments, and delivers data for holistic wealth management practices.
- 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 ByAllAccounts company profile →
Living Wealth
HQ: Canada
Website
- Description: Provider of a digital engagement platform exclusively designed and built to help deepen the relationship between wealth advisors and their most valued clients.
- 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 Living Wealth company profile →
Greytown Advisors
HQ: United States
Website
- Description: Provider of institutional asset management focused on Latin American credit and emerging market fixed income, tailored to varying volatility and credit risk; family office services covering investment management, estate and trust planning, family governance, and strategic/tactical asset allocation and manager selection; plus a private market program offering diversified, risk-mitigated access with small commitments at institutional fee levels.
- 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 Greytown Advisors 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 Embark
🔒
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 Embark
2.2 - Growth funds investing in similar companies to Embark
🔒
View all growth equity funds with complete profiles
Start Free Trial →
4 - Top valuation comps for Embark
4.2 - Public trading comparable groups for Embark
🔓 Unlock all public trading comparable groups with complete valuation data
Start Free Trial →