Company profile: WisdomTree
1.1 - Company Overview
Company description
- Provider of a wide range of exchange-traded products (ETPs), ETFs, investment models and model portfolios, guided by a Modern Alpha approach. Offers WisdomTree Prime, a personal finance app integrating saving, spending and investing with blockchain and tokenization, plus digital asset initiatives in crypto asset management and blockchain-enabled finance.
Products and services
- WisdomTree ETFs: Exchange-traded funds offering dividend-weighted and factor-based investment strategies for investors and financial professionals
- Model Portfolios: Pre-constructed portfolios that incorporate research and market outlooks to guide asset allocation for client-focused strategies used by financial professionals
- Digital Assets: Initiatives focused on crypto asset management, tokenization, and blockchain-enabled finance, extending investment capabilities into digital asset ecosystems.
Key contacts
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Financial details
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1.2 - Competitors and similar companies to WisdomTree
Tidal Financial
HQ: United States
Website
- Description: Provider of an ETF investment and technology platform for the creation, operation, and growth of ETFs, offering strategic guidance, product planning, and distribution support; regulatory filings, compliance review and management, and SEC audit support; fund management and operations; active portfolio management; sales and distribution support; and marketing strategy, branding, and collateral.
- 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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Exo Investing
HQ: United Kingdom
Website
- Description: Provider of wealth management and personalised investment experiences for everyone.
- 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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RCM-X
HQ: United States
Website
- Description: Provider of algorithmic execution strategies and quantitative trading products, designed, tested, and developed with a proprietary high-performance technology stack by experienced market practitioners and data scientists, offering comprehensive trade analytics, independent transaction cost analysis (TCA), and back-testing.
- 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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Acorns
HQ: United States
Website
- Description: Provider of automated micro-investing and robo-advice, rounding up purchases to invest spare change in low-cost, diversified ETF portfolios from asset managers including Vanguard and BlackRock. Offers Acorns Invest; Later (IRA); Early (UTMA/UGMA); Checking with automatic investing; Earn bonus investments on purchases at partner brands; and Custom Portfolios for adding individual stocks and ETFs (for Premium users).
- 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: ●●
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tZERO
HQ: United States
Website
- Description: Provider of financial technology focused on blockchain-enabled market solutions, enabling trading of digital securities and supporting traditional private securities trading. Offers institutional-grade issuer solutions and trades on an alternative trading system for companies, retail, and investors.
- 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 tZERO 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 WisdomTree
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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 WisdomTree
2.2 - Growth funds investing in similar companies to WisdomTree
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4 - Top valuation comps for WisdomTree
4.2 - Public trading comparable groups for WisdomTree
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