Company profile: Rplan
1.1 - Company Overview
Company description
- Provider of fintech software for financial institutions, offering a secure online service for clear, unbiased financial decisions and a modular wealth management platform. Solutions include digital experiences integrated with financial systems, advisor tools, a client portal, prospect engagement for lead generation and data capture, CLM & onboarding workflows, and advisor- & client-led planning.
Products and services
- Client Experience: A digital portal for investors that delivers wealth management with insights and streamlined tools, supporting clear, unbiased information for self-directed financial decisions
- CLM & Onboarding: An automated workflow for client journey management that offers smooth onboarding and service transitions, orchestrating the client process from initiation through subsequent service changes
- InvestCloud Platform: A modular technology platform for wealth management that creates digital experiences and integrates with financial systems, enabling secure online engagement for financial institutions
Key contacts
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Financial details
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1.2 - Competitors and similar companies to Rplan
Y Tree
HQ: United Kingdom
Website
- Description: Provider of financial life intelligence and pure financial advice, combining data, technology, and human expertise through in-person services and an invitation-only app. Offers aggregation of financial data, performance, risk and cost analysis, life strategy via a proprietary asset-liability engine, and 24/7 strategic advice on risk, currency, liquidity, cost, and tax planning via encrypted chat with a dedicated team.
- 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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Avaloq
HQ: Switzerland
Website
- Description: Provider of core and digital banking software and services for banks and wealth managers, including the Avaloq Core Platform integrating client and investment management and compliance; Business Process as a Service for highly automated back-office outsourcing; SaaS standardized banking solutions with pre-integrated partner capabilities; a digital asset platform integrated with core banking for trading, settlement and custody; and front-office client management and investment advisory 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: ●●
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Business Logic
HQ: United States
Website
- Description: Provider of clear, powerful finance tools that help customers of the world’s largest financial institutions understand, organize, and manage investments. With 16 years of experience, Business Logic builds products based on the idea that while finance is complex, its tools shouldn’t be.
- 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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Moneyhub
HQ: United Kingdom
Website
- Description: Provider of ISO 27001-certified open banking, open finance, and open data solutions, including an FCA-regulated Open Data platform connecting to thousands of financial institutions to transform data into personalized digital experiences and initiate payments; Open Banking Payments API; affordability checking; machine-learning data categorisation; Consumer Duty compliance; and AI-driven actionable insight nudges.
- 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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Argus Media
HQ: United Kingdom
Website
- Description: Provider of price assessments, market news, analytics and forecasting, conferences, consulting projects, and training and support. Publishes market reports with price assessments, market commentary, news, and business intelligence, offering trusted reference points for physical supply and derivative contracts and vital insights enabling well-informed decisions.
- 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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2.M&A buyers
2.1 Potential strategic acquirers in the sector
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2.2 - Strategic buyer groups for Rplan
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Buyer group 2: ████████ ████████
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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 Rplan
2.2 - Growth funds investing in similar companies to Rplan
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4 - Top valuation comps for Rplan
4.2 - Public trading comparable groups for Rplan
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