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Company profile: Fortitude Financial Planning

1.1 - Company Overview

Fortitude Financial Planning Logo

Fortitude Financial Planning

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

Company description

  • Provider of financial consultancy delivering financial, investment, retirement planning, and wealth management 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 Fortitude Financial Planning

CMC Markets Logo

CMC Markets

HQ: United Kingdom Website
  • Description: Provider of CFD, spread betting, forex and options trading, and stockbroking via web, mobile and MetaTrader 4 platforms featuring technical analysis, price projection, module linking, chart forums and mobile charting; also offers webinars, events and an Alpha membership with reduced spreads, interest on account equity and priority customer service.
  • 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 CMC Markets company profile →
TSC 401k Logo

TSC 401k

HQ: United States Website
  • Description: Provider of business retirement plan services, including third-party administration (non-discrimination testing, reconciliation, governmental reporting, document preparation, eligibility review, audit support, distribution and loan processing, and plan corrections), plan design to align with changing business needs and ensure compliance, and advisor support with training and industry updates.
  • 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 TSC 401k company profile →
CashBackForex Logo

CashBackForex

HQ: United States Website
  • Description: Provider of a premier hub for traders shopping for forex brokers and products.
  • 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 CashBackForex company profile →
FutureAdvisor Logo

FutureAdvisor

HQ: United States Website
  • Description: Provider of registered investment advisory services that manage users' existing IRA, 401(k), and other investment accounts. Founded in 2010.
  • 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 FutureAdvisor company profile →
Rplan Logo

Rplan

HQ: United Kingdom Website
  • Description: Provider of fintech software for financial institutions, offering a secure online service for clear, unbiased financial decisions and a modular wealth management platform. Solutions include digital experiences integrated with financial systems, advisor tools, a client portal, prospect engagement for lead generation and data capture, CLM & onboarding workflows, and advisor- & client-led planning.
  • 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 Rplan 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 Fortitude Financial Planning

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Buyer group 1: ████████ ████████

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Description: ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████
Key Products: ████████, ████████, ████████, ████████
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Buyer group 2: ████████ ████████

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Description: ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████
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 Fortitude Financial Planning

2.2 - Growth funds investing in similar companies to Fortitude Financial Planning

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4 - Top valuation comps for Fortitude Financial Planning

4.2 - Public trading comparable groups for Fortitude Financial Planning

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4.3 - M&A Transactions similar to Fortitude Financial Planning

Selected M&A transactions

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

About Fortitude Financial Planning

What does Fortitude Financial Planning do?

Fortitude Financial Planning is a provider of financial consultancy delivering financial, investment, retirement planning, and wealth management services.

Who are Fortitude Financial Planning's competitors?

Fortitude Financial Planning's competitors and similar companies include CMC Markets, TSC 401k, CashBackForex, FutureAdvisor, and Rplan.

Where is Fortitude Financial Planning headquartered?

Fortitude Financial Planning is headquartered in United Kingdom.

How many employees does Fortitude Financial Planning have?

Fortitude Financial Planning has 1,000 employees 🔒.

When was Fortitude Financial Planning founded?

Fortitude Financial Planning was founded in 2010 🔒.

What sector and industry vertical is Fortitude Financial Planning in?

Fortitude Financial Planning is in the Enterprise Software 🔒 sector and industry

M&A Buyers & Acquirers for Fortitude Financial Planning

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

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

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

Top strategic M&A buyers groups and sectors for Fortitude Financial Planning include █████████████████ , ████████████████, █████████████, ████████████, and ████████████████ 🔒.

Financial Investors investing in Fortitude Financial Planning's sector and industry vertical

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

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

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

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

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

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

Valuation benchmarks of companies in Fortitude Financial Planning's sector and industry

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

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

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

Our platform tracks detailed public trading comparable groups and valuation benchmarks for Fortitude Financial Planning with complete valuation multiples, growth metrics, and profitability data. Access the full database to benchmark your company against relevant public comparables.

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

Our platform tracks relevant M&A transactions comparables and valuation benchmarks for Fortitude Financial Planning with complete deal terms, valuation multiples, and strategic rationale. Access the full database to benchmark pricing and identify active acquirers.

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

Access recent funding rounds and capital raises in Fortitude Financial Planning's sector and industry vertical including growth equity, venture capital, and buyout investments. Our database includes round size, lead investors and valuations.

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