Company profile: Foliometrics
1.1 - Company Overview
Company description
- Provider of a unified suite of products supporting the full spectrum of the investment process, from research management through to portfolio management, leveraging modern technologies with options for onsite or cloud-based implementations.
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 Foliometrics
Aer Compliance
HQ: United States
Website
- Description: Provider of an AI-powered compliance platform focused on Code of Ethics that connects to exchanges, wallets, and brokers to automate pre- and post-trade clearance and monitoring, surface potential violations in real time, streamline self-service account onboarding, manage attestations and certifications, track employee activity to monitor conflicts, and automate marketing content compliance review.
- 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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Centevo
HQ: Sweden
Website
- Description: Provider of digital services to asset managers and distributors in the Nordic region, offering an Asset Management Solution to manage investment strategies, analyze investments, track transactions, and generate reports, with compliance monitoring and risk assessment, and a Portfolio Management Solution to manage investment funds, combine statutory and sales information, analyze investments, and generate reports, with compliance monitoring and risk assessment.
- 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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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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Axesor Rating
HQ: Spain
Website
- Description: Provider of capital rating services for corporates, projects, and financial institutions.
- 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 Axesor Rating company profile →
FNZ
HQ: United Kingdom
Website
- Description: Provider of a global end-to-end wealth management platform integrating technology, business and investment operations for financial institutions. Capabilities span financial planning, trade execution, custody and workplace retirement, delivered via cloud-native, API-enabled infrastructure with hyper-personalization, automation, regulatory compliance, a model marketplace, and FNZ Connect for digital experiences and automated workflows.
- 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 FNZ 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 Foliometrics
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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 Foliometrics
2.2 - Growth funds investing in similar companies to Foliometrics
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4 - Top valuation comps for Foliometrics
4.2 - Public trading comparable groups for Foliometrics
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