Company profile: Cordium
1.1 - Company Overview
Company description
- Provider of regulatory compliance consulting, software, and accounting and tax services to the asset management and securities industry; the leading global provider with offices in London, New York, Boston, San Francisco, Malta and Hong Kong, employing more than 180 experienced professionals.
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 Cordium
Private Client Resources
HQ: United States
Website
- Description: Provider of data aggregation and reporting for wealth advisors: automated alternative investment reporting, consolidated reporting across custodial, advised, and alternative assets, a secure normalized data warehouse, custodial data delivery from global custodial and banking accounts, a managed STP-ALTS alternative investment data aggregation service, and a reseller program for wealth tech platforms.
- 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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Bodeswell
HQ: United States
Website
- Description: Provider of self-service digital financial planning software for established financial services companies, deployed within existing online experiences to extend the benefits of planning to millions of clients, including those without an advisor.
- 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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ModernAdvisor
HQ: Canada
Website
- Description: Provider of online investment management and digital financial advice, offering personalized, diversified ETF portfolios with transparent fees. Services include robo-advisor guidance, RRSP account management, socially responsible portfolios, mean-variance asset allocation with automatic rebalancing, and continuous monitoring. Also offers ModernAdvisor Pro for advisors with client onboarding and portfolio monitoring.
- 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 ModernAdvisor company profile →
Halo Investing
HQ: United States
Website
- Description: Provider of a financial technology platform offering structured note investments to average investors and access to structured notes, buffered ETFs, annuities, structured note SMAs, a hedged equity strategy, and legacy book services for advisors.
- 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 Halo Investing company profile →
Livevol Securities
HQ: United States
Website
- Description: Provider of options brokerage services and access to Livevol X, a premier options execution platform offering an all-in-one solution for execution, real-time analytics, and portfolio risk management across equities and options markets, with an integrated suite of tools, scans, and algorithms.
- 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 Livevol Securities 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 Cordium
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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 Cordium
2.2 - Growth funds investing in similar companies to Cordium
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4 - Top valuation comps for Cordium
4.2 - Public trading comparable groups for Cordium
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