Company profile: ProNvest
1.1 - Company Overview
Company description
- Provider of independent investment advisory and managed account services through banks and retirement providers. Offers retirement account management (including 401(k)s) with diversified portfolios and quarterly rebalancing, retirement planning and analysis, dedicated retirement counseling, and institutional solutions for broker-dealers, RIAs, and financial institutions, with 256-bit encryption and transparent subscription-based pricing.
Products and services
- Retirement Account Management: ProNvest engineers institutional-grade managed account service for 401(k)s and other retirement accounts, investing in diversified portfolios and rebalancing them quarterly
- Retirement Planning and Analysis: ProNvest architects data-driven planning by analyzing clients’ retirement accounts to project needed funds and creating a custom investment strategy tailored to specific needs
- Institutional Solution: ProNvest delivers integration-ready retirement plan management for broker-dealers, RIAs, and financial institutions across providers, with both integrated and non-integrated recordkeeping options
Key contacts
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Financial details
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1.2 - Competitors and similar companies to ProNvest
Atmos AI
HQ: United States
Website
- Description: Provider of an innovative DIY platform that streamlines carbon accounting, GHG emissions, and ESG reporting, making ESG data management more efficient and accessible for companies of all sizes, with a focus on middle-market companies.
- 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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OnVista Media
HQ: Germany
Website
- Description: Provider of a widely visited German financial portal (onvista.de) offering tools and independent financial information, and an online brokerage/stock platform (onvista) to integrate real-money portfolios and trade securities with various brokers via web and apps. Also provides finance-focused digital marketing, including branding and lead generation, display ads with lazy loading, email newsletters, and content/native advertising.
- 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: ●●
View full OnVista Media company profile →
Subserveo
HQ: Canada
Website
- Description: Provider of complete automated compliance and surveillance solutions for broker-dealers and investment advisors across the U.S. and Canada; a patented offering relied on by compliance officers, branch managers, and business unit supervisors for daily compliance supervision, risk management, 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: ●●
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Supply@ME Capital
HQ: United Kingdom
Website
- Description: Provider of an innovative proprietary inventory monetisation service through an Inventory Monetisation Platform, enabling companies across industrial sectors to monetize inventory to meet working capital needs, and an end-to-end model covering the entire monetisation process.
- 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 Supply@ME Capital company profile →
Deutsche Börse
HQ: Germany
Website
- Description: Provider of market infrastructure for global capital markets, including trading, clearing, and settlement; financial market data and analytics; index development and management; IT solutions and global IT services; fund management and administration; and collateral and liquidity management for investors, financial institutions, and companies.
- 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 Deutsche Börse 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 ProNvest
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Buyer group 3: ████████ ████████
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3. Investors and private equity firms
3.1 - Buyout funds investing in similar companies to ProNvest
2.2 - Growth funds investing in similar companies to ProNvest
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4 - Top valuation comps for ProNvest
4.2 - Public trading comparable groups for ProNvest
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