Company profile: Finanbest
1.1 - Company Overview
Company description
- Provider of B2C and B2B robo-advisory services delivering algorithm-driven financial advice and online portfolio management. Offers a web service to create personalized portfolios via a simple test, with daily rebalancing to match model portfolio compositions. Products include Carteras Profile and Cartera Green ISR, with returns net of management and custody fees.
Products and services
- Automated Robo Advisor Web Service: Algorithm-driven web service delivering financial advice and online portfolio management, creating personalized portfolios via a simple test with minimal human intervention for B2C and B2B
- Carteras Profile: Model-driven investment portfolios rebalanced daily to match a model portfolio composition, with returns reported net of management and custody fees for transparent ongoing online management
- Cartera Green ISR: ISR-focused investment portfolio emphasizing socially responsible investing, rebalanced daily to align with a model portfolio, with returns calculated net of fees for transparent online management
Key contacts
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Financial details
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1.2 - Competitors and similar companies to Finanbest
PCS Retirement
HQ: United States
Website
- Description: Provider of independent retirement plan solutions, including conflict-free recordkeeping, advanced technology and reporting for plan sponsors and advisors, and tools like Advisor Lab and ManagedPlan. Offers 360 payroll integration with 24/7 support, customization and enterprise options, and services for small businesses, school districts, and municipalities.
- 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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Flourish
HQ: United States
Website
- Description: Provider of a fintech platform offering digitally enabled products and services to registered investment and financial advisers (RIAs), including an established cash management module, Flourish Cash, to improve financial lives and retirement outcomes and deliver innovative investment options.
- 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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MTS
HQ: United Kingdom
Website
- Description: Provider of one of Europe's leading electronic fixed income trading markets, with over 500 unique counterparties.
- 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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- Acquisitions: ●●
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TFG Systems
HQ: United Kingdom
Website
- Description: Provider of financial software and services, swiftly deploying solutions using proven financial engineering experience, leading-edge technology, and systems integration.
- 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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View full TFG Systems company profile →
Impendi
HQ: United States
Website
- Description: Provider of procurement value capture solutions and analytics that transform data and strategic sourcing to help organizations find, get, and keep value from the supply chain. Offerings include a tailored Find-Get-Keep approach, AI-enabled procurement and spend analytics (30 customizable dashboards), savings program analytics, realized savings tracking, and contract compliance analytics to detect, forecast, and retain savings.
- 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 Impendi 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 Finanbest
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Buyer group 3: ████████ ████████
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Key Products: ████████, ████████, ████████, ████████
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3. Investors and private equity firms
3.1 - Buyout funds investing in similar companies to Finanbest
2.2 - Growth funds investing in similar companies to Finanbest
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4 - Top valuation comps for Finanbest
4.2 - Public trading comparable groups for Finanbest
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