Company profile: Harrold Financial Planning
1.1 - Company Overview
Company description
- Provider of investment, mortgage, business financial planning, financial protection, estate, and retirement planning services, offering strategies and advice for portfolio growth, mortgage financing guidance, tailored plans for business owners, risk protection solutions, asset organization for inheritance and succession, and retirement preparation to help clients maintain their desired lifestyle.
Products and services
- Estate Planning: Asset-centric, assists clients in organizing assets and affairs to manage inheritance and succession, structuring plans to coordinate asset organization and succession management
- Investment Planning: Portfolio-based, architects strategies and advice for managing and growing clients’ investment portfolios, emphasizing ongoing management guidance and growth-focused portfolio oversight
- Retirement Planning: Modular, supports clients in preparing financially for retirement to maintain their desired lifestyle, focusing planning efforts on readiness to sustain lifestyle throughout retirement
Key contacts
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Financial details
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1.2 - Competitors and similar companies to Harrold Financial Planning
StarMine
HQ: United States
Website
- Description: Provider of securities analytics, equity research management, and quantitative modeling tools for stock brokers and mutual funds to generate alpha and process equity information. Products include StarMine Professional, offering insights from analyst activity and fundamental data for earnings and company fundamentals research.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
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- Total funding raised: $●●●m
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Redline Trading Solutions
HQ: United States
Website
- Description: Provider of high-performance, low-latency market data and order execution technology for multi-asset electronic trading, delivering software, PicoNet access to over 200 global venues, Corvil Cloud Analytics, cloud market data replay, end-to-end managed infrastructure to over 300 venues, and financial cloud monitoring.
- 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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Semper
HQ: United Kingdom
Website
- Description: Provider of recurring, end-to-end secondary transactions for teams of fast-growing startups.
- 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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Finalto
HQ: United Kingdom
Website
- Description: Provider of lending, trading, investment, risk management, and financial solutions to businesses, including liquidity services via Tier 1 banks, ECNs and non-bank pools with multi-asset execution and prime brokerage; risk tools and frameworks; historical and real-time anonymized client execution data; end-to-end technology and connectivity; turnkey and white-label brokerage solutions with multi-asset platforms, back-office tools, and CRM systems.
- 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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- Acquisitions: ●●
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Colmore
HQ: United Kingdom
Website
- Description: Provider of private markets technology and services, including HELIOS for real-time drill-through on private asset portfolios with performance analysis, daily adjusted valuations and dynamic risk modeling; INSIGHT for monitoring and data management; FAIR for tracking, validating and benchmarking private equity fees; STRIDE for ML unstructured data processing; and integrated fund accounting, monitoring and reporting services.
- 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 Colmore 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 Harrold Financial Planning
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Buyer group 3: ████████ ████████
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3. Investors and private equity firms
3.1 - Buyout funds investing in similar companies to Harrold Financial Planning
2.2 - Growth funds investing in similar companies to Harrold Financial Planning
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4 - Top valuation comps for Harrold Financial Planning
4.2 - Public trading comparable groups for Harrold Financial Planning
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