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Company profile: Cardea Capital

1.1 - Company Overview

Cardea Capital Logo

Cardea Capital

Headquarter: United States
Founded: 20XX🔒
Employees: 100-500🔒

Company description

  • Provider of TAMP services, institutional and wealth management advisory, delivering personalized portfolio design and stewardship; family office services for trusts, estates and legacy planning; access to alternative and impact investments; investment management to set goals, diversify assets and monitor performance; custom reporting on performance, flows and fees; and AI-driven tools and investment models.

Products and services

  • Investment Management Services: TAMP-enabled advisory that establishes financial objectives, diversifies assets, and monitors investment performance to keep portfolios aligned with client goals
  • Asset Management & Wealth Stewardship: Custom-engineered portfolio construction that architects and manages personalized investment portfolios tailored to client objectives and risk tolerance
  • Family Office Services: Fiduciary-grade administration that oversees trusts, estates, and legacy planning to preserve and grow generational wealth

Key contacts

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Financial details

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1.2 - Competitors and similar companies to Cardea Capital

ADAS Logo

ADAS

HQ: United Kingdom Website
  • Description: Provider of agricultural and environmental consultancy, rural development services and policy advice, delivering ideas, specialist knowledge and solutions to secure our food and enhance the environment; the UK's largest independent provider.
  • 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 ADAS company profile →
Everis Logo

Everis

HQ: Spain Website
  • Description: Provider of consultancy services delivering outgoing development through highly trained, nurtured staff. Serves banking, healthcare, industry, insurance, media, public sector, telecommunications, and other sectors, emphasizing transparency, consistency, and responsibility.
  • 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 Everis company profile →
Vanture ESS Logo

Vanture ESS

HQ: Spain Website
  • Description: Provider of IT services and consulting leveraging the Odoo platform to accelerate business growth through digital transformation, offering Odoo solutions and a comprehensive range of services, including development, to help clients become digital pioneers in their sectors.
  • 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 Vanture ESS company profile →
Dig Insights Logo

Dig Insights

HQ: Canada Website
  • Description: Provider of tech-enabled insights and strategy consulting, offering Upsiide, a research technology platform for innovation testing with concept testing, market simulation, and real-time data analysis; plus services including Trends & Foresight, Jobs to be Done, Customer Journey mapping, Demand Space analysis, and consumer-and-AI co-creation sessions.
  • 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 Dig Insights company profile →
Albion Logo

Albion

HQ: United Kingdom Website
  • Description: Provider of creative business partnership services, working with companies to invent and reinvent their businesses to unlock growth and scale. Works with fast growth businesses and has been the agency behind European start-up success stories including Skype, Betfair, Innocent, Zoopla and King.
  • 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 Albion 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 Cardea Capital

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Buyer group 1: ████████ ████████

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Description: ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████
Key Products: ████████, ████████, ████████, ████████
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Buyer group 2: ████████ ████████

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Description: ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████
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 Cardea Capital

2.2 - Growth funds investing in similar companies to Cardea Capital

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4 - Top valuation comps for Cardea Capital

4.2 - Public trading comparable groups for Cardea Capital

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4.3 - M&A Transactions similar to Cardea Capital

Selected M&A transactions

Date Target Description Buyer(s) Relevance EV EV/Revenue EV/EBITDA
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Frequently Asked Questions

About Cardea Capital

What does Cardea Capital do?

Cardea Capital is a provider of TAMP services, institutional and wealth management advisory, delivering personalized portfolio design and stewardship; family office services for trusts, estates and legacy planning; access to alternative and impact investments; investment management to set goals, diversify assets and monitor performance; custom reporting on performance, flows and fees; and AI-driven tools and investment models.

Who are Cardea Capital's competitors?

Cardea Capital's competitors and similar companies include ADAS, Everis, Vanture ESS, Dig Insights, and Albion.

Where is Cardea Capital headquartered?

Cardea Capital is headquartered in United States.

How many employees does Cardea Capital have?

Cardea Capital has 1,000 employees 🔒.

When was Cardea Capital founded?

Cardea Capital was founded in 2010 🔒.

What sector and industry vertical is Cardea Capital in?

Cardea Capital is in the Enterprise Software 🔒 sector and industry

M&A Buyers & Acquirers for Cardea Capital

Who are the top strategic acquirers in Cardea Capital's sector and industry

Top strategic M&A buyers and acquirers in Cardea Capital's sector include ████████, ██████████, ██████, ████████, and ██████████ 🔒.

Which M&A buyer groups are most relevant for Cardea Capital?

Top strategic M&A buyers groups and sectors for Cardea Capital include █████████████████ , ████████████████, █████████████, ████████████, and ████████████████ 🔒.

Financial Investors investing in Cardea Capital's sector and industry vertical

Which are the top PE firms investing in Cardea Capital's sector and industry vertical?

Top PE firms investing in Cardea Capital's sector and industry vertical include ████████, ██████████, ████████, and ██████████ 🔒.

Who are the top buyout funds acquiring in Cardea Capital's sector and industry vertical?

Active PE funds and buyout funds acquiring companies in Cardea Capital's sector and industry vertical include █████████, ██████████, ████████████, and ████████████ 🔒.

Who are the top growth equity funds investing in companies in Cardea Capital's sector and industry vertical?

Growth funds and venture capital funds investing in companies similar to Cardea Capital include █████████, ██████████, ████████████, and ████████████ 🔒.

Valuation benchmarks of companies in Cardea Capital's sector and industry

Which are the key public companies that are relevant trading comps benchmarks for Cardea Capital?

The key public trading comparables and valuation benchmarks for Cardea Capital include █████████, ██████████, ████████████, and ████████████ 🔒.

Which are the key trading comparable groups for Cardea Capital for public valuation benchmarks?

Our platform tracks detailed public trading comparable groups and valuation benchmarks for Cardea Capital with complete valuation multiples, growth metrics, and profitability data. Access the full database to benchmark your company against relevant public comparables.

What are recent M&A transactions in Cardea Capital's sector and industry vertical?

Our platform tracks relevant M&A transactions comparables and valuation benchmarks for Cardea Capital with complete deal terms, valuation multiples, and strategic rationale. Access the full database to benchmark pricing and identify active acquirers.

What are recent capital raises and funding rounds in Cardea Capital's' sector and industry vertical?

Access recent funding rounds and capital raises in Cardea Capital's sector and industry vertical including growth equity, venture capital, and buyout investments. Our database includes round size, lead investors and valuations.

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