Company profile: Gale & Phillipson
1.1 - Company Overview
Company description
- Provider of independent financial advisory services, offering innovative financial planning and investment management solutions to personal and corporate clients.
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 Gale & Phillipson
Kensho
HQ: United States
Website
- Description: Provider of AI analytics tools combining natural language search, graphical interfaces, and secure cloud computing for investment professionals. Offerings include Scribe real-time transcription with professional review, NERD entity linking, Classify concept tagging and search, Extract PDF-to-machine-readable data, Link mapping to S&P Global IDs, and curated machine learning training datasets.
- 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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Innovest Systems
HQ: United States
Website
- Description: Provider of financial technology solutions for trust, wealth management, and retirement professionals, including InnoTrust for trust accounting, portfolio management, reporting, and multicurrency; InnoPay for benefit payments, tax remittance/reporting, print/mail, and online tax forms; TRMS for real estate management; TMMS for mineral, oil, and gas management; and managed services for back office, custody, cash sweep, call center, and payment processing.
- 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 Innovest Systems company profile →
Tycoon Real Estate
HQ: United States
Website
- Description: Provider of a real estate crowdfunding platform enabling people to group-fund real estate deals posted by those seeking capital, with minimum investments as low as $1,000.
- 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 Tycoon Real Estate company profile →
AdvisoryWorld
HQ: United States
Website
- Description: Provider of portfolio analytics and financial planning software applications for investment professionals, offering asset allocation, portfolio and investment analysis, proposal generation, hypothetical illustrations, and workflow and document management for registered investment advisors, wealth managers, broker-dealers, TAMPs, banks, and insurance companies.
- 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 AdvisoryWorld company profile →
PCS Retirement
HQ: United States
Website
- Description: Provider of independent retirement plan solutions, including conflict-free recordkeeping, advanced technology and reporting for plan sponsors and advisors, and tools like Advisor Lab and ManagedPlan. Offers 360 payroll integration with 24/7 support, customization and enterprise options, and services for small businesses, school districts, and municipalities.
- 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 PCS Retirement 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 Gale & Phillipson
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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 Gale & Phillipson
2.2 - Growth funds investing in similar companies to Gale & Phillipson
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4 - Top valuation comps for Gale & Phillipson
4.2 - Public trading comparable groups for Gale & Phillipson
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