Company profile: Perfect Information
1.1 - Company Overview
Company description
- Provider of workflow solutions and global financial information, offering productivity tools for investment banks, investment managers, corporate lawyers, consultants, advisers, and academia involved in corporate finance. Includes PI Filings Expert focused on workflows from structuring new deals to searching for precedents.
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 Perfect Information
Monarch Money
HQ: United States
Website
- Description: Provider of a subscription-based all-in-one personal finance platform to track expenses, consolidate financial tools, and collaborate with partners or advisors across devices, with best-in-class data connectivity to sync all accounts, AI-powered transaction rules, flexible budgeting with rollovers, investment tracking, and customizable dashboard and reports.
- 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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OneVest
HQ: Canada
Website
- Description: Provider of a Wealth-as-a-Service platform delivering wealth management and financial services to enterprises, including tools for launching and operating automated investment advisors (Robo-Advisor and Robo-in-a-Box), a unified client management platform for data, analytics, and compliance, risk management with real-time data and fraud tools, and analytics and reporting with dashboards and business insights.
- 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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Atria Wealth Solutions
HQ: United States
Website
- Description: Provider of modern wealth management solutions for financial professionals, including Unio, a comprehensive platform for managing business and client relationships; BusinessOptimizer for data-driven growth; advisory solutions with fee-based flexibility and multiple custodial options; practice management support; client engagement solutions; and dedicated service support.
- 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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WealthTech
HQ: United States
Website
- Description: Provider of a financial planning and wealth management platform from a founder-funded digital finance company with deep financial services industry experience, whose principals have successfully developed, deployed, and scaled innovative technologies across multiple businesses and financial service sectors.
- 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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Ageman
HQ: Canada
Website
- Description: Provider of software solutions as a designer and manufacturer.
- 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 Ageman 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 Perfect Information
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Key Products: ████████, ████████, ████████, ████████
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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 Perfect Information
2.2 - Growth funds investing in similar companies to Perfect Information
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4 - Top valuation comps for Perfect Information
4.2 - Public trading comparable groups for Perfect Information
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