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Company profile: Financial DNA

1.1 - Company Overview

Financial DNA Logo

Financial DNA

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

Company description

  • Provider of behavioral finance technology that measures 500+ investor and advisor habits and comprehensively discovers all dimensions of a client’s financial personality for making life and financial decisions, based on extensive behavioral finance research, enabling improved goals-based financial planning.

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 Financial DNA

Xceptor Logo

Xceptor

HQ: United Kingdom Website
  • Description: Provider of no-code data automation software that makes data ingestion, transformation and process digitisation easy, automating even the most complex processes end-to-end on a single platform. Empowers financial services companies and powers industry utilities. Proven by customers and validated by partners.
  • 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 Xceptor company profile →
Q.ai Logo

Q.ai

HQ: United States Website
  • Description: Provider of artificial intelligence and advanced quantitative techniques to revolutionize investment possibilities.
  • 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 Q.ai company profile →
StarMine Logo

StarMine

HQ: United States Website
  • Description: Provider of securities analytics, equity research management, and quantitative modeling tools for stock brokers and mutual funds to generate alpha and process equity information. Products include StarMine Professional, offering insights from analyst activity and fundamental data for earnings and company fundamentals research.
  • 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 StarMine company profile →
TradeWarrior Software Logo

TradeWarrior Software

HQ: United States Website
  • Description: Provider of trading and rebalancing software for investment advisers in the financial services industry, founded by advisers and launched in 2010.
  • 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 TradeWarrior Software company profile →
Munnypot Logo

Munnypot

HQ: United Kingdom Website
  • Description: Provider of affordable, easy-to-understand financial advice, offering a fresh approach to accessible guidance. Founded by three professionals with combined experience spanning in excess of three-quarters of a century in finance, fund management, and financial advice.
  • 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 Munnypot 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 Financial DNA

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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 Financial DNA

2.2 - Growth funds investing in similar companies to Financial DNA

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4 - Top valuation comps for Financial DNA

4.2 - Public trading comparable groups for Financial DNA

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4.3 - M&A Transactions similar to Financial DNA

Selected M&A transactions

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

About Financial DNA

What does Financial DNA do?

Financial DNA is a provider of behavioral finance technology that measures 500+ investor and advisor habits and comprehensively discovers all dimensions of a client’s financial personality for making life and financial decisions, based on extensive behavioral finance research, enabling improved goals-based financial planning.

Who are Financial DNA's competitors?

Financial DNA's competitors and similar companies include Xceptor, Q.ai, StarMine, TradeWarrior Software, and Munnypot.

Where is Financial DNA headquartered?

Financial DNA is headquartered in United States.

How many employees does Financial DNA have?

Financial DNA has 1,000 employees 🔒.

When was Financial DNA founded?

Financial DNA was founded in 2010 🔒.

What sector and industry vertical is Financial DNA in?

Financial DNA is in the Enterprise Software 🔒 sector and industry

M&A Buyers & Acquirers for Financial DNA

Who are the top strategic acquirers in Financial DNA's sector and industry

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

Which M&A buyer groups are most relevant for Financial DNA?

Top strategic M&A buyers groups and sectors for Financial DNA include █████████████████ , ████████████████, █████████████, ████████████, and ████████████████ 🔒.

Financial Investors investing in Financial DNA's sector and industry vertical

Which are the top PE firms investing in Financial DNA's sector and industry vertical?

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

Who are the top buyout funds acquiring in Financial DNA's sector and industry vertical?

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

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

Growth funds and venture capital funds investing in companies similar to Financial DNA include █████████, ██████████, ████████████, and ████████████ 🔒.

Valuation benchmarks of companies in Financial DNA's sector and industry

Which are the key public companies that are relevant trading comps benchmarks for Financial DNA?

The key public trading comparables and valuation benchmarks for Financial DNA include █████████, ██████████, ████████████, and ████████████ 🔒.

Which are the key trading comparable groups for Financial DNA for public valuation benchmarks?

Our platform tracks detailed public trading comparable groups and valuation benchmarks for Financial DNA 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 Financial DNA's sector and industry vertical?

Our platform tracks relevant M&A transactions comparables and valuation benchmarks for Financial DNA 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 Financial DNA's' sector and industry vertical?

Access recent funding rounds and capital raises in Financial DNA'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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