Company profile: ForUsAll
1.1 - Company Overview
Company description
- Provider of cloud-based 401(k) platforms and advisory services, including plan setup, payroll integration, automated administration, financial advisory, and fiduciary protection. Offers Advisor+ to modernize existing plans, Alt401(k) with access to multiple cryptocurrencies via Coinbase Institutional, Safe Harbor 401(k), DAVE virtual advisor, and recordkeeping/TPA.
Products and services
- Full-service 401(k) platform: Cloud-based, this comprehensive platform engineers plan setup, payroll integration, automated administration, fiduciary protection, and delivers financial advisory services to lower administrative workload and fiduciary liabilities
- Alt401(k): Institutional-grade, this 401(k) plan produces access to multiple cryptocurrencies via a self-directed crypto window, integrated with Coinbase Institutional for secure custody and trading
- Advisor+: Modular, this service automates and modernizes existing 401(k) plans without changing providers, enabling payroll integration, automated administration, fiduciary protection, and employee financial advisory services
Key contacts
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Financial details
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1.2 - Competitors and similar companies to ForUsAll
RhineVest
HQ: United States
Website
- Description: Provider of fee-only, registered investment advisory services delivering financial planning and investment management, leveraging an automated investment platform. Clients can schedule meetings online and meet with an advisor virtually.
- 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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Etops
HQ: Switzerland
Website
- Description: Provider of a Swiss WealthTech B2B SaaS platform for family offices, wealth managers, asset managers, banks, developers, and pension funds, offering tailored wealth data analysis, powerful monitoring, intuitive reporting, efficient fee management, and a user-friendly interface, with data analytics and AI capabilities.
- 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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Founders Financial
HQ: United States
Website
- Description: Provider of award-winning independent broker-dealer and RIA services, offering unparalleled support.
- 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 Founders Financial company profile →
Trafix
HQ: United States
Website
- Description: Provider of next-generation global trading software and connectivity solutions.
- 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 Trafix company profile →
RazorPlan
HQ: Canada
Website
- Description: Provider of tools and resources for Canadian advisors to effectively analyze a client's situation, including RazorPlan software developed in an active planning environment with real clients to create usable, real-life applicable software, with aspects added or removed based on their viability in actual planning engagements.
- 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 RazorPlan 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 ForUsAll
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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 ForUsAll
2.2 - Growth funds investing in similar companies to ForUsAll
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4 - Top valuation comps for ForUsAll
4.2 - Public trading comparable groups for ForUsAll
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