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Company profile: Novia Financial

1.1 - Company Overview

Novia Financial Logo

Novia Financial

Headquarter: United Kingdom
Founded: 20XX🔒
Employees: 100-500🔒

Company description

  • Provider of wealth management and investment platforms for financial advisers and their clients, offering Wealthtime and Wealthtime Classic, product wrappers (ISA, SIPP, GIA, Offshore Bond, Junior ISA), broad investment access (shares, funds, ETFs, structured products, bonds, cash deposits, equities), portfolio tools (CGT calculator, intelligent rebalancing, family linking), and retirement services such as Drip-Feed Drawdown and flexible payment dates.

Products and services

  • Investment Options: Delivers multi-asset access to shares, funds (UK and abroad), ETFs, structured products, and bonds, enabling adviser-directed diversification and portfolio construction for investment advisers and their clients
  • Wealthtime Platform: Supplies an integrated platform combining product wrappers (Stocks and Shares ISA, SIPP, GIA, Offshore Bond, Junior ISA), broad investment access, and portfolio tools for advisers and clients
  • Portfolio Management Tools: Offers analytics-driven capabilities including a CGT calculator, intelligent rebalancing, and family linking to optimize portfolios and manage tax and household-level investment strategies

Key contacts

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Financial details

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1.2 - Competitors and similar companies to Novia Financial

GFA Logo

GFA

HQ: Luxembourg Website
  • Description: Provider of SaaS-based data collection, analytics, and business intelligence solutions enabling asset managers and distributors to manage increasing compliance obligations, gain valuable insights into distribution networks, and identify opportunities to improve business performance.
  • 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 GFA company profile →
Vise Logo

Vise

HQ: United States Website
  • Description: Provider of an AI-driven investment management platform for financial 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 Vise company profile →
CrowdStreet Logo

CrowdStreet

HQ: United States Website
  • Description: Provider of direct-access private market investing via an online marketplace for commercial real estate opportunities, investment advisory and brokerage services, diversified funds, and an investor dashboard with tools, research, and insights to browse, compare, invest, and manage portfolios.
  • 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 CrowdStreet company profile →
Gale & Phillipson Logo

Gale & Phillipson

HQ: United Kingdom Website
  • Description: Provider of independent financial advisory services, offering innovative financial planning and investment management solutions to personal and corporate clients.
  • 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 Gale & Phillipson company profile →
Private Client Resources Logo

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
  • Backers: ●●●●●●●●●●
  • Acquisitions: ●●
View full Private Client Resources 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 Novia Financial

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Buyer group 1: ████████ ████████

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Buyer group 2: ████████ ████████

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Description: ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████
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Buyer group 3: ████████ ████████

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Description: ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████
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3. Investors and private equity firms

3.1 - Buyout funds investing in similar companies to Novia Financial

2.2 - Growth funds investing in similar companies to Novia Financial

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4 - Top valuation comps for Novia Financial

4.2 - Public trading comparable groups for Novia Financial

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4.3 - M&A Transactions similar to Novia Financial

Selected M&A transactions

Date Target Description Buyer(s) Relevance EV EV/Revenue EV/EBITDA
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Frequently Asked Questions

About Novia Financial

What does Novia Financial do?

Novia Financial is a provider of wealth management and investment platforms for financial advisers and their clients, offering Wealthtime and Wealthtime Classic, product wrappers (ISA, SIPP, GIA, Offshore Bond, Junior ISA), broad investment access (shares, funds, ETFs, structured products, bonds, cash deposits, equities), portfolio tools (CGT calculator, intelligent rebalancing, family linking), and retirement services such as Drip-Feed Drawdown and flexible payment dates.

Who are Novia Financial's competitors?

Novia Financial's competitors and similar companies include GFA, Vise, CrowdStreet, Gale & Phillipson, and Private Client Resources.

Where is Novia Financial headquartered?

Novia Financial is headquartered in United Kingdom.

How many employees does Novia Financial have?

Novia Financial has 1,000 employees 🔒.

When was Novia Financial founded?

Novia Financial was founded in 2010 🔒.

What sector and industry vertical is Novia Financial in?

Novia Financial is in the Enterprise Software 🔒 sector and industry

M&A Buyers & Acquirers for Novia Financial

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

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

Which M&A buyer groups are most relevant for Novia Financial?

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Financial Investors investing in Novia Financial's sector and industry vertical

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

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

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

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

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

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

Valuation benchmarks of companies in Novia Financial's sector and industry

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

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

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

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

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

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