Company profile: Coexis
1.1 - Company Overview
Company description
- Provider of software technology and applications for the securities industry, serving institutional stockbrokers, global investment banks, prime brokers, third party clearers, agency clearers, and custodians.
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 Coexis
Simon
HQ: United States
Website
- Description: Provider of an online distribution platform for financial professionals focused on structured investments.
- 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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GuideVine
HQ: United States
Website
- Description: Provider of enterprise-level, conversion-focused SaaS platforms and tools that help financial services firms—including wealth and asset management, insurance, and tax advisory firms—connect with prospects, serve clients, grow their client base, and optimize marketing spend and mix.
- 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 GuideVine company profile →
Ultumus
HQ: United Kingdom
Website
- Description: Provider of market-leading technology that powers four highly customizable solutions.
- 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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Forge Global
HQ: United States
Website
- Description: Provider of a global private securities marketplace that creates an accessible, liquid, and transparent private market, serving the private market ecosystem through technology, data, and expertise to forge connections and facilitate liquidity for investors and shareholders.
- 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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Investview
HQ: United States
Website
- Description: Provider of investor education and technology, including an online program, proprietary search tools and trading indicators, weekly newsletters, and live Trading Rooms. Offers iGenius portfolio management tools for equities, options, FOREX, ETFs, binary options, and cryptocurrency; SAFETek Bitcoin mining and blockchain infrastructure; and planned self-directed brokerage, institutional execution, advisory services, and auto-trading platform.
- 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 Investview 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 Coexis
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Buyer group 2: ████████ ████████
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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 Coexis
2.2 - Growth funds investing in similar companies to Coexis
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4 - Top valuation comps for Coexis
4.2 - Public trading comparable groups for Coexis
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