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Company profile: Trident Financial Planning

1.1 - Company Overview

Trident Financial Planning Logo

Trident Financial Planning

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

Company description

  • Provider of financial planning and wealth management services. Offers creation of financial plans to accumulate and build capital for events such as house purchase, education fees, holiday home, retirement, and children's weddings, and invests capital into portfolios to balance risk and return while considering the cost of investing.

Products and services

  • Financial Planning: Architects goal-based plans to accumulate and build capital for specific events including house purchase, education fees, holiday home, retirement, and children's weddings, directing savings toward targeted milestones
  • Wealth Management: Engineers risk-adjusted portfolios of assets to invest capital for returns exceeding no-risk outcomes, explicitly balancing risk and return while accounting for the cost of investing

Key contacts

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Financial details

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1.2 - Competitors and similar companies to Trident Financial Planning

Money Dashboard Logo

Money Dashboard

HQ: United Kingdom Website
  • Description: Provider of online personal financial management and B2B open banking services, enabling users to view and aggregate current, savings, and credit card accounts from multiple institutions in one place, and helping businesses aggregate and analyze financial data.
  • 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 Money Dashboard company profile →
SESAMm Logo

SESAMm

HQ: France Website
  • Description: Provider of big data and AI-driven investment analytics, building signals from billions of web articles and messages via NLP and machine learning. Offers TextReveal for insights across 5M+ companies in 100+ languages; SignalReveal for asset managers using ESG, SDG and sentiment on global equities and private assets; ESG/SDG event monitoring; thematic and sentiment index data; and corporate ESG compliance.
  • 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 SESAMm company profile →
EquiLend Logo

EquiLend

HQ: United States Website
  • Description: Provider of trading and post-trade services for the securities finance industry, including automated trading via NGT, Competitive Bid and ECS Loan Market; Spire for Books & Records and Order/Inventory Management; DataLend for data, performance reporting and consulting; connectivity to central securities depositories; RegTech for SFTR/CSDR/ALD; and Onboard+ for beneficial owner onboarding.
  • 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 EquiLend company profile →
Gale & Phillipson Logo

Gale & Phillipson

HQ: United Kingdom Website
  • Description: Provider of independent financial advisory services, offering innovative financial planning and investment management solutions to personal and corporate clients.
  • 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 Gale & Phillipson company profile →
Semper Logo

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: ●●
View full Semper 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 Trident Financial Planning

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Buyer group 1: ████████ ████████

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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 Trident Financial Planning

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

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4 - Top valuation comps for Trident Financial Planning

4.2 - Public trading comparable groups for Trident Financial Planning

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4.3 - M&A Transactions similar to Trident 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 Trident Financial Planning

What does Trident Financial Planning do?

Trident Financial Planning is a provider of financial planning and wealth management services. Offers creation of financial plans to accumulate and build capital for events such as house purchase, education fees, holiday home, retirement, and children's weddings, and invests capital into portfolios to balance risk and return while considering the cost of investing.

Who are Trident Financial Planning's competitors?

Trident Financial Planning's competitors and similar companies include Money Dashboard, SESAMm, EquiLend, Gale & Phillipson, and Semper.

Where is Trident Financial Planning headquartered?

Trident Financial Planning is headquartered in United Kingdom.

How many employees does Trident Financial Planning have?

Trident Financial Planning has 1,000 employees 🔒.

When was Trident Financial Planning founded?

Trident Financial Planning was founded in 2010 🔒.

What sector and industry vertical is Trident Financial Planning in?

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

M&A Buyers & Acquirers for Trident Financial Planning

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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