Company profile: G+E Wealth Management
1.1 - Company Overview
Company description
- Provider of financial planning, wealth management, and advisory services.
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 G+E Wealth Management
Yomoni
HQ: France
Website
- Description: Provider of online private banking-style wealth management in France, offering portfolio management and long-term savings: Assurance-vie (max 1.6% annual fee across asset classes); Plan Epargne Retraite (fees up to 2.2%, conservative/balanced/dynamic profiles); PEA (global equity exposure, 1.6% fee, managed by Yomoni); real estate within life insurance (from €1,000, 4.9% net target); and Yomoni Kids (from €300, no entry/exit fees).
- 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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View full Yomoni company profile →
TheStreet
HQ: United States
Website
- Description: Provider of digital financial media content and tools, including stock market and business news, comprehensive market data, and in-depth stock analysis, delivered across online, social media, tablet, and mobile channels.
- 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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Laser App
HQ: United States
Website
- Description: Provider of forms automation and management software for the securities and insurance industries, offering advisor-friendly e-forms solutions that combine state-of-the-art forms-filling technology with a massive library of industry-related forms. Products include Laser App Anywhere for mobile form filling, Laser App Enterprise for office e-forms management, and Custom Forms tailored for financial professionals.
- 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 Laser App company profile →
Capital Pioneers
HQ: Germany
Website
- Description: Provider of a digital marketplace for regulated and plausibility-tested investments in tangible assets, simplifying access to real assets via a private investor brokerage platform to support successful asset accumulation.
- 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 Capital Pioneers company profile →
Appendium
HQ: United Kingdom
Website
- Description: Provider of technology to support the development of its Securities Finance Managed Service proposition, planned to be taken to market as an industry utility later this quarter.
- 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 Appendium 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 G+E Wealth Management
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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 G+E Wealth Management
2.2 - Growth funds investing in similar companies to G+E Wealth Management
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4 - Top valuation comps for G+E Wealth Management
4.2 - Public trading comparable groups for G+E Wealth Management
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