📊 This is a company profile preview from Tablestat.com Request a Free Trial Now

Company profile: Fundbase

1.1 - Company Overview

Fundbase Logo

Fundbase

Headquarter: Switzerland
Founded: 20XX🔒
Employees: 100-500🔒

Company description

  • Provider of a cloud-based asset management platform for the global alternative investor community, offering access to fund profiles and general investment information for qualified investors and managers, supporting investment discovery, execution, and monitoring, with policies governing data confidentiality and disclosure to enhance efficiency, security, and investment performance.

Products and services

  • Data Confidentiality and Disclosure Policy: Platform-governed rules defining information use, confidentiality, and disclosure for managers and investors, safeguarding sensitive fund profiles and investment data
  • Fundbase Platform: Cloud-based, alternatives-focused system delivering access to fund profiles for qualified investors and managers, enabling investment discovery, execution, and ongoing monitoring across high-conviction alternative investments
  • General Investment Information: Qualified-investor-gated dataset supplying investment type, status, strategy, manager details, and performance metrics for rigorous investment discovery on the platform

Key contacts

🔒
🔒

Financial details

🔒

1.2 - Competitors and similar companies to Fundbase

Hentsu Logo

Hentsu

HQ: United Kingdom Website
  • Description: Provider of hedge fund and asset management technology services, consulting, designing, implementing, and managing proven systems that simplify technology challenges, offering cloud-based solutions tailored to this demanding client base since October 2015.
  • 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 Hentsu company profile →
MoneyReef Logo

MoneyReef

HQ: United States Website
  • Description: Provider of mobile personal finance applications delivering robust, innovative tools with rich features, flexibility, and ease of use, empowering consumers to better interact with their personal financial information.
  • 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 MoneyReef company profile →
eMoney Advisor Logo

eMoney Advisor

HQ: United States Website
  • Description: Provider of web-based wealth planning software for financial advisors, offering comprehensive goals-based and cash-flow planning, an interactive Decision Center for scenario modeling, automated account aggregation across institutions to deliver a complete financial picture, and a client portal for convenient client access.
  • 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 eMoney Advisor company profile →
Compound Logo

Compound

HQ: United States Website
  • Description: Provider of wealth advisory services with a focus on alternative assets and AI-powered tools.
  • 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 Compound company profile →
TRXpert Logo

TRXpert

HQ: United States Website
  • Description: Provider of portfolio rebalancing software for RIAs adhering to Modern Portfolio Theory (asset allocation). Total Rebalance Expert (TRX)® automates the rebalancing process through advanced technology, revolutionizing the way advisors do business.
  • 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 TRXpert 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 Fundbase

🔒

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 Fundbase

2.2 - Growth funds investing in similar companies to Fundbase

🔒 View all growth equity funds with complete profiles
Start Free Trial →

4 - Top valuation comps for Fundbase

4.2 - Public trading comparable groups for Fundbase

🔓 Unlock all public trading comparable groups with complete valuation data
Start Free Trial →

4.3 - M&A Transactions similar to Fundbase

Selected M&A transactions

Date Target Description Buyer(s) Relevance EV EV/Revenue EV/EBITDA
🔒 View all M&A transactions with complete deal terms
Request Free Trial Now →

Frequently Asked Questions

About Fundbase

What does Fundbase do?

Fundbase is a provider of a cloud-based asset management platform for the global alternative investor community, offering access to fund profiles and general investment information for qualified investors and managers, supporting investment discovery, execution, and monitoring, with policies governing data confidentiality and disclosure to enhance efficiency, security, and investment performance.

Who are Fundbase's competitors?

Fundbase's competitors and similar companies include Hentsu, MoneyReef, eMoney Advisor, Compound, and TRXpert.

Where is Fundbase headquartered?

Fundbase is headquartered in Switzerland.

How many employees does Fundbase have?

Fundbase has 1,000 employees 🔒.

When was Fundbase founded?

Fundbase was founded in 2010 🔒.

What sector and industry vertical is Fundbase in?

Fundbase is in the Enterprise Software 🔒 sector and industry

M&A Buyers & Acquirers for Fundbase

Who are the top strategic acquirers in Fundbase's sector and industry

Top strategic M&A buyers and acquirers in Fundbase's sector include ████████, ██████████, ██████, ████████, and ██████████ 🔒.

Which M&A buyer groups are most relevant for Fundbase?

Top strategic M&A buyers groups and sectors for Fundbase include █████████████████ , ████████████████, █████████████, ████████████, and ████████████████ 🔒.

Financial Investors investing in Fundbase's sector and industry vertical

Which are the top PE firms investing in Fundbase's sector and industry vertical?

Top PE firms investing in Fundbase's sector and industry vertical include ████████, ██████████, ████████, and ██████████ 🔒.

Who are the top buyout funds acquiring in Fundbase's sector and industry vertical?

Active PE funds and buyout funds acquiring companies in Fundbase's sector and industry vertical include █████████, ██████████, ████████████, and ████████████ 🔒.

Who are the top growth equity funds investing in companies in Fundbase's sector and industry vertical?

Growth funds and venture capital funds investing in companies similar to Fundbase include █████████, ██████████, ████████████, and ████████████ 🔒.

Valuation benchmarks of companies in Fundbase's sector and industry

Which are the key public companies that are relevant trading comps benchmarks for Fundbase?

The key public trading comparables and valuation benchmarks for Fundbase include █████████, ██████████, ████████████, and ████████████ 🔒.

Which are the key trading comparable groups for Fundbase for public valuation benchmarks?

Our platform tracks detailed public trading comparable groups and valuation benchmarks for Fundbase with complete valuation multiples, growth metrics, and profitability data. Access the full database to benchmark your company against relevant public comparables.

What are recent M&A transactions in Fundbase's sector and industry vertical?

Our platform tracks relevant M&A transactions comparables and valuation benchmarks for Fundbase with complete deal terms, valuation multiples, and strategic rationale. Access the full database to benchmark pricing and identify active acquirers.

What are recent capital raises and funding rounds in Fundbase's' sector and industry vertical?

Access recent funding rounds and capital raises in Fundbase's sector and industry vertical including growth equity, venture capital, and buyout investments. Our database includes round size, lead investors and valuations.

Ready to Find the Right Buyers?

Access complete buyer lists, valuation data, and M&A intelligence for Fundbase