Company profile: Wealthify
1.1 - Company Overview
Company description
- Provider of effortless, transparent, and affordable investing for Britons, enabling people without market expertise to invest and grow their money. Cardiff-based fintech launching in early 2016.
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 Wealthify
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
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TTMzero
HQ: Germany
Website
- Description: Provider of RegTech solutions that assist financial players with pre- and post-trade digitization, including a Financial Instruments Automation Platform for issuance and lifecycle management compliant with PRIIPs and MiFID II, fair value pricing for illiquid instruments, real-time market data, valuation of 250+ OTC derivatives, and mark-to-model bond pricing across 40+ markets.
- 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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Zippen
HQ: United Kingdom
Website
- Description: Provider of a service that enables individuals to transfer and consolidate their pensions in one place, delivering convenience and financial advantage.
- 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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55ip
HQ: United States
Website
- Description: Provider of tax-smart investment strategy technology for financial advisors, offering ActiveTax Technology for tax-smart transitions, management, and withdrawals; automated portfolio implementation with systematized trading, rebalancing, and tax management; an intuitive advisor platform for real-time selection and automated trading; customizable investment strategies, model portfolios, and active separately managed accounts.
- 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 55ip company profile →
ESG Book
HQ: United Kingdom
Website
- Description: Provider of sustainability data and technology, offering a SaaS data management and disclosure platform (155,000+ corporate disclosures), ESG data for company and portfolio analysis covering 50,000+ companies, sustainability analytics including regulatory compliance, climate data supporting net-zero, corporate advisory and tools for managing and disclosing performance, and regulatory solutions for integrating ESG insights into reporting.
- 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 ESG Book 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 Wealthify
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Key Products: ████████, ████████, ████████, ████████
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Buyer group 2: ████████ ████████
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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 Wealthify
2.2 - Growth funds investing in similar companies to Wealthify
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4 - Top valuation comps for Wealthify
4.2 - Public trading comparable groups for Wealthify
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