Company profile: Focus Solutions
1.1 - Company Overview
Company description
- Provider of software and consultancy solutions to the global financial services industry, delivering advice and business automation, CRM, T&C, and financial planning solutions for leading financial advisers (network and firm level), bancassurers, product providers, and mortgage lenders.
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 Focus Solutions
M1
HQ: United States
Website
- Description: Provider of a personal finance platform offering a high-yield cash account (FDIC-insured up to $3.75M, no minimum balance or withdrawal limits), a high-yield savings account (FDIC-insured up to $5M via B2's insured deposit network), margin loans allowing borrowing against 50% of portfolio value, and a credit card with up to 10% cash back with rewards auto-reinvested.
- 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 M1 company profile →
Phoenix Systems
HQ: United States
Website
- Description: Provider of fintech software applications for the financial services industry, including fund trader solutions for funds and firms. Offerings include customer data layering across accounts, wrap account processing with rebalancing, and automatic transaction services, as well as services for investment funds and third-party transfer agents.
- 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 Phoenix Systems company profile →
Global Expense
HQ: United Kingdom
Website
- Description: Provider of Europe’s leading end-to-end expense management solution, offering expertise in taxation and VAT compliance and working with clients to ensure process efficiency, legislative compliance, and genuine cost reduction.
- 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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Neovest
HQ: United States
Website
- Description: Provider of broker-neutral financial technology for brokers, investors, and active traders, offering a comprehensive investment management platform (portfolio, order and execution management, compliance, risk analytics, post-trade), a multi-broker OEMS for equities, futures, options, and FX, along with risk analytics, compliance management, post-trade processing, and data integration and reporting.
- 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 Neovest company profile →
Tegus
HQ: United States
Website
- Description: Provider of a market intelligence and qualitative research platform for buy-side investors, offering a smart-searchable library of over 100,000 peer-led expert call transcripts, live expert call services, analyst-created financial models, company filings tools, comps and benchmarking, and management checks by Blue Heron, enabling investors to get up to speed on a name in hours, not days.
- 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 Tegus 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 Focus Solutions
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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 Focus Solutions
2.2 - Growth funds investing in similar companies to Focus Solutions
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4 - Top valuation comps for Focus Solutions
4.2 - Public trading comparable groups for Focus Solutions
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