Company profile: CST Wealth
1.1 - Company Overview
Company description
- Provider of tax and financial planning services, delivering tailored plans aligned to short, medium and long-term goals. Offers investment advice with regular reviews and progress reports, pension planning with cash flow and retirement income forecasting, and a range of protection products including life, critical illness, income protection, mortgage protection and medical insurance.
Products and services
- Financial Planning: Delivers goal-based, tailored financial plans to meet short, medium, and long-term objectives, focusing precisely on personal circumstances and needs
- Pensions: Supplies cash-flow-modelled advice on personal pensions and long-term strategies to achieve desired retirement goals through detailed cash flow and retirement income forecasting
- Investments: Offers data-driven advisory on investment options, with regular reviews and progress reports to help grow and manage investments efficiently
Key contacts
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Financial details
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1.2 - Competitors and similar companies to CST Wealth
SmartX Advisory Solutions
HQ: United States
Website
- Description: Provider of a UMA/SMA platform giving advisors access to institutional-quality managers. SMArtY delivers model portfolios from global asset managers plus tools like automated rebalancing and tax harvesting. Also offers BillFiX for automated billing with integrations, a data analytics platform for asset manager insights, and APIs to streamline advisory firm processes and enhance product delivery and client experience.
- 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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B2BITS
HQ: United States
Website
- Description: Provider of solutions and consulting services to Capital Markets organizations, offering development services and proven performance leading technology for FIX products, exchange adapters, trading software, and other financial messaging protocols. Products include FIXEdge (FIX connectivity server), FIX Engines, FIX Client Simulator, FACTS (automated onboarding), FIX Trading Clients, and FIXTCAP (real-time trade capture).
- 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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QuIC
HQ: Canada
Website
- Description: Provider of simulation, risk calculation and pricing platform solutions for financial institutions and companies, offering the QuIC product suite featuring an n-dimensional vector-based calculator to solve mathematical problems and the QuIC Engine for desktop computers.
- 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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Snap Projections
HQ: Canada
Website
- Description: Provider of intuitive financial planning software that helps wealth professionals build customized wealth and retirement plans for their clients. It is easy to use, super quick, flexible to model a variety of client-specific situations, and produces reports clients understand and appreciate.
- 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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Supply@ME Capital
HQ: United Kingdom
Website
- Description: Provider of an innovative proprietary inventory monetisation service through an Inventory Monetisation Platform, enabling companies across industrial sectors to monetize inventory to meet working capital needs, and an end-to-end model covering the entire monetisation process.
- 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 Supply@ME Capital 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 CST Wealth
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Buyer group 2: ████████ ████████
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Buyer group 3: ████████ ████████
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Key Products: ████████, ████████, ████████, ████████
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3. Investors and private equity firms
3.1 - Buyout funds investing in similar companies to CST Wealth
2.2 - Growth funds investing in similar companies to CST Wealth
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4 - Top valuation comps for CST Wealth
4.2 - Public trading comparable groups for CST Wealth
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