Company profile: Adalpha
1.1 - Company Overview
Company description
- Provider of a simple and secure mobile investment platform for advisers.
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 Adalpha
Additiv
HQ: Switzerland
Website
- Description: Provider of digitalization solutions for banks, asset managers and insurers via the additiv Digital Finance Suite (DFS). Offerings include an embedded finance platform integrating financial services partners; an omnichannel hybrid wealth app; automated wealth management (Wealth Robo); Advisor Copilot generative AI; a credit marketplace covering loan origination to arrangement; and portfolio risk analytics.
- 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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InvestorPlace
HQ: United States
Website
- Description: Provider of independent financial research and recommendations for investors and financial advisors. Offers general InvestorPlace reports, Eric Fry newsletters (Fry’s Investment Report, The Speculator, Leverage), and collaborative portfolios like Power Portfolio 2024 and AI Revolution Portfolio.
- 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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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
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
View full Record Financial Group company profile →
Jemstep
HQ: United States
Website
- Description: Provider of an automated client engagement, onboarding and service platform for investment advisors. Jemstep Advisor Pro helps advisors attract more prospects, increase AUM, and service clients more efficiently, transforming the way advisors run their businesses.
- 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 Jemstep company profile →
Exo Investing
HQ: United Kingdom
Website
- Description: Provider of wealth management and personalised investment experiences for everyone.
- 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 Exo Investing 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 Adalpha
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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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Description: ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████
Key Products: ████████, ████████, ████████, ████████
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3. Investors and private equity firms
3.1 - Buyout funds investing in similar companies to Adalpha
2.2 - Growth funds investing in similar companies to Adalpha
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4 - Top valuation comps for Adalpha
4.2 - Public trading comparable groups for Adalpha
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