Company profile: Coll Perkins
1.1 - Company Overview
Company description
- Provider of life-centred financial planning and a tailored personal service to a select number of 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 Coll Perkins
Covestor
HQ: United States
Website
- Description: Provider of portfolio sync technology and an online marketplace for investment management, enabling investors to compare and select portfolio managers and automatically replicate their trades. Offers Interactive Advisors robo-advisory portfolios, diversified asset allocation, smart beta and SRI options, and self-directed trading via Interactive Brokers, with low fees, low minimums, rebalancing, and tax-loss harvesting.
- 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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Cogency Software
HQ: United States
Website
- Description: Provider of automated accounting and operations solutions for the alternative investment industry, including portfolio management, partnership and fund accounting, investor prospecting, and contact and investor relations management, with development, deployment, and support 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: ●●
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Linxo
HQ: France
Website
- Description: Provider of open banking technologies including Account Information Services and Payment Initiation Services, plus personal finance management solutions. Offers the Linxo App for account aggregation across multiple banks, automatic transaction categorization, 30-day balance forecasts, investment tracking, unlimited search, and secure transfers.
- 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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Nirvana Solutions
HQ: United States
Website
- Description: Provider of front, middle, and back-office solutions for asset managers, prime brokers, and fund administrators via a unified, grow-as-you-need platform. Capabilities include order execution management with market data and broker connectivity, real-time portfolio consolidation, risk analytics and stress testing, pre- and post-trade compliance, and automated reconciliation across major asset classes.
- 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 Nirvana Solutions company profile →
d1g1t
HQ: Canada
Website
- Description: Provider of an analytics-powered digital wealth management platform for transparent portfolio management. Offerings include a cloud-based enterprise platform integrating portfolio and client management, risk and compliance tools for financial advisors and wealth management firms; customizable investor web and mobile apps for 24/7 access to portfolios, plans and insights; and an advisor dashboard to visualize and monitor activities organization-wide.
- 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 d1g1t 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 Coll Perkins
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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 Coll Perkins
2.2 - Growth funds investing in similar companies to Coll Perkins
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4 - Top valuation comps for Coll Perkins
4.2 - Public trading comparable groups for Coll Perkins
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