Company profile: Evervest
1.1 - Company Overview
Company description
- Provider of digital wealth management services offering tailored, diversified portfolios aligned to investing goals, timeframes and risk levels, with everything in one place for clarity and control; a Finnish investment services firm operating under the supervision of the Finnish Financial Supervisory Authority.
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 Evervest
Financial Express
HQ: United Kingdom
Website
- Description: Provider of fund data and technology, offering investment consulting and financial advisory services.
- 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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UNX
HQ: United States
Website
- Description: Provider of advanced electronic trading solutions and premium services as an independent trading technology firm and agency broker for institutional investors, offering innovative, reliable technology to streamline trade operations, support best execution, and help minimize market impact and reduce transaction costs.
- 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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Evolve ETFs
HQ: Canada
Website
- Description: Provider of exchange-traded funds located in Toronto, including a Nasdaq-100 technology ETF; enhanced-yield bond funds investing in fixed income ETFs with covered-call strategies; a Canadian Utilities Enhanced Yield Index Fund using covered calls and leverage; and enhanced-yield equity ETFs on the S&P/TSX 60 and S&P 500 employing covered-call strategies.
- 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 Evolve ETFs company profile →
Finance Active
HQ: France
Website
- Description: Provider of fintech SaaS to optimize debt and financial risk management, including Fairways Debt for real-time data sharing, risk identification and comprehensive debt tracking; Fairways Guarantees for centralized tracking and detailed monitoring of guarantee information; and Covenant Tracking for forecasting and tracking financial and non-financial covenants via dynamic dashboards. Founded in 2000 with over 10,000 users worldwide.
- 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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ClearPath Financial
HQ: United States
Website
- Description: Provider of simplified financial solutions for business owners and growth-minded individuals, using a proactive and transparent approach to help customers develop comprehensive solutions tailored to their ever-changing lifestyles.
- 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 ClearPath Financial 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 Evervest
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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 Evervest
2.2 - Growth funds investing in similar companies to Evervest
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4 - Top valuation comps for Evervest
4.2 - Public trading comparable groups for Evervest
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