Company profile: Smart
1.1 - Company Overview
Company description
- Provider of information technology and services, offering investment management and advisory solutions through Stadion and ProManage, LLC, including custom solutions for retirement plan advisors, plan sponsors, and participants, managed accounts, and custom solutions to enhance financial wellness.
Products and services
- Managed Accounts: Enterprise-grade managed accounts service that delivers account management and custom systems to enhance financial wellness for retirement plan participants, advisors, and sponsors
- ProManage, LLC: Custom-engineered investment advisory service that supplies managed accounts and custom systems to enhance financial wellness, supporting retirement plan advisors, plan sponsors, and participants
- Stadion: Institutional-grade investment management firm that offers custom systems for retirement plan advisors, plan sponsors, and participants
Key contacts
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Financial details
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1.2 - Competitors and similar companies to Smart
FutureAdvisor
HQ: United States
Website
- Description: Provider of registered investment advisory services that manage users' existing IRA, 401(k), and other investment accounts. Founded in 2010.
- 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 FutureAdvisor company profile →
Pipe
HQ: United States
Website
- Description: Provider of a global trading platform for recurring revenue streams, connecting companies to institutional investors for real-time trading. Makes recurring revenue tradable at annual value to increase cash flow for scaling companies. Offers Pipe Capital Platform to convert future revenue into immediate, non-dilutive capital, and Pipe Embedded enabling partners to deliver embedded financing within their platforms.
- 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 Pipe company profile →
CashCalc
HQ: United Kingdom
Website
- Description: Provider of an online suite of tools designed to support the entire financial planning 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 CashCalc company profile →
Fundbase
HQ: Switzerland
Website
- Description: Provider of a cloud-based asset management platform for the global alternative investor community, offering access to fund profiles and general investment information for qualified investors and managers, supporting investment discovery, execution, and monitoring, with policies governing data confidentiality and disclosure to enhance efficiency, security, and investment performance.
- 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 Fundbase company profile →
Forex.com
HQ: United States
Website
- Description: Provider of web, mobile, and MetaTrader trading platforms with tools for market analysis, order entry, and trade management. Enables trading in 80+ FX pairs (tight spreads and low commissions), 15+ global indices, 5,500+ stock CFDs with extended hours on leading US stocks, leading cryptocurrencies like Bitcoin and Ethereum, and commodities such as oil and gold.
- 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 Forex.com 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 Smart
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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 Smart
2.2 - Growth funds investing in similar companies to Smart
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4 - Top valuation comps for Smart
4.2 - Public trading comparable groups for Smart
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