Company profile: Exo Investing
1.1 - Company Overview
Company description
- Provider of wealth management and personalised investment experiences for everyone.
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 Exo Investing
My Financial Answers
HQ: United States
Website
- Description: Provider of an online platform delivering financial solutions by allowing users to input their financial status and objectives, then generating customized financial advice and strategies. Includes an activity center.
- 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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Beneficient
HQ: United States
Website
- Description: Provider of private trust solutions and other financial and fiduciary 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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EMBonds
HQ: United Kingdom
Website
- Description: Provider of an electronic trading platform that connects institutional investors and market makers for secondary trading of emerging market bonds, with coverage of publicly traded sovereign and corporate fixed income securities in the London timezone.
- 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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Capitalize
HQ: United States
Website
- Description: Provider of retirement asset locating and transfer solutions for consumers and financial institutions, working directly with individuals on their retirement savings and powering rollovers for leading institutions through Enterprise APIs.
- 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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Economatica
HQ: Brazil
Website
- Description: Provider of financial investment analysis systems, offering the Economatica Terminal for real-time market quotes, news, and political updates for strategic investment decisions; a Data Feed with customizable filters and integration for automated data management; and an Excel Add-In to integrate Economatica data into customized reports and automated dashboards.
- 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 Economatica 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 Exo Investing
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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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Key Products: ████████, ████████, ████████, ████████
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3. Investors and private equity firms
3.1 - Buyout funds investing in similar companies to Exo Investing
2.2 - Growth funds investing in similar companies to Exo Investing
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4 - Top valuation comps for Exo Investing
4.2 - Public trading comparable groups for Exo Investing
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