Company profile: Old Well Labs
1.1 - Company Overview
Company description
- Provider of a modern intelligence platform for global investors to track holdings and fund managers' performance across endowments, foundations, and other major investors, offering detailed profiles of leading allocators who control over $12 trillion in assets.
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 Old Well Labs
Flanks
HQ: Spain
Website
- Description: Provider of wealth management solutions that simplify and streamline management tasks for banks, family offices, IFAs and portfolio trackers. Offerings include aggregating data from various financial entities into chosen reporting platforms, data enrichment, multi-custody advisory, standardized transaction details for tax declarations, Flanks Documents to access and download financial documents from institutions’ extranets, and Banking as a Service with a global view of clients’ investments.
- 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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VB Financial Group
HQ: United States
Website
- Description: Provider of financial planning and investment management services to ensure clients' and businesses' financial security.
- 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 VB Financial Group company profile →
Orion
HQ: United States
Website
- Description: Provider of asset and investment management advisory services, including wealth management via Orion Portfolio Solutions, tax-efficient custom indexing, OCIO services through TownSquare Capital, portfolio accounting software, CRM for financial advisors, and an open API framework to integrate custodial platforms and enhance operations.
- 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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Advisor Software
HQ: United States
Website
- Description: Provider of wealth management solutions for the advisor market, including the Advisor Software Wealth Management Cloud, an enterprise rebalancing solution, and a goal-directed financial planning platform that combines institutional-caliber analytics with a balance sheet approach to financial planning.
- 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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Steadyhand
HQ: Canada
Website
- Description: Provider of private equity, transparent reporting, advisory, mutual funds, and investment management services.
- 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 Steadyhand 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 Old Well Labs
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Buyer group 2: ████████ ████████
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Key Products: ████████, ████████, ████████, ████████
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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 Old Well Labs
2.2 - Growth funds investing in similar companies to Old Well Labs
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4 - Top valuation comps for Old Well Labs
4.2 - Public trading comparable groups for Old Well Labs
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