Company profile: ifsam
1.1 - Company Overview
Company description
- Provider of a B2B fund platform offering fund dealing/execution for 135,000+ funds, global fund custody in 45 jurisdictions, trailer fee management via 350 fund providers, independent fund research, and comprehensive fund data (incl. MiFID II), plus digital solutions for automated trading and fund unit transfers (ifsam-online, FreeDel) for financial and insurance firms, asset managers, and fund distributors globally.
Products and services
- Trailer Fee Management: Contract-based service that manages trailer fees through agreements with 350 fund providers, optimizing commission management and issuing detailed commission statements for fund distributors and asset managers
- Fund Research: Web-based platform that supports fund selection by delivering independent analysis using both in-house and external research, accessible via the ifsam Fund Research application
- Fund Dealing / Execution Services: Automated service that trades and settles orders across 135,000+ Mutual Funds, ETFs, and Hedge Funds, enabling direct placement to transfer agents and supporting industry-standard trading channels
Key contacts
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Financial details
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1.2 - Competitors and similar companies to ifsam
VoxSmart
HQ: United Kingdom
Website
- Description: Provider of global communications surveillance software offering automated monitoring and analysis across all communication channels. Solutions include voice capture with transcription to text, integrated digital communications surveillance, trade reconstruction linking trades, orders and communications for regulatory compliance, and a multilingual transcription engine tailored to financial markets.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
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- Total funding raised: $●●●m
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Flourish
HQ: United States
Website
- Description: Provider of a fintech platform offering digitally enabled products and services to registered investment and financial advisers (RIAs), including an established cash management module, Flourish Cash, to improve financial lives and retirement outcomes and deliver innovative investment options.
- 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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- Acquisitions: ●●
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Record Financial Group
HQ: United Kingdom
Website
- Description: Provider of currency and asset management services, managing AUME for institutional clients.
- 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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- Acquisitions: ●●
View full Record Financial Group company profile →
Forex.com
HQ: United States
Website
- Description: Provider of web, mobile, and MetaTrader trading platforms with tools for market analysis, order entry, and trade management. Enables trading in 80+ FX pairs (tight spreads and low commissions), 15+ global indices, 5,500+ stock CFDs with extended hours on leading US stocks, leading cryptocurrencies like Bitcoin and Ethereum, and commodities such as oil and gold.
- 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 Forex.com company profile →
MoneyGuide
HQ: United States
Website
- Description: Provider of MoneyGuidePro® collaborative internet-based financial planning software with a client-centered approach, enabling consistent, scalable financial plans. Offers tools including MoneyGuideEliteSM for income distribution, tax planning and annuity tradeoffs; Wealth Studios for estate planning, cash flow questions and dynamic net worth modeling; MyBlocks for client-led planning; plus Play Zone®, Holistic Stress Testing, and Cash Flow.
- 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 MoneyGuide 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 ifsam
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Buyer group 2: ████████ ████████
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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 ifsam
2.2 - Growth funds investing in similar companies to ifsam
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4 - Top valuation comps for ifsam
4.2 - Public trading comparable groups for ifsam
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