Company profile: Fintel
1.1 - Company Overview
Company description
- Provider of fintech and support services, offering intermediary business support through SimplyBiz and financial information, ratings, and fintech via Defaqto. Solutions include proprietary advice technology, intermediary support services, Distribution as a Service, an ESG research platform, and a financial wellbeing platform.
Products and services
- Intermediary Support Services: compliance-focused service that assists financial intermediaries with business and regulatory support, enhancing operational effectiveness through targeted assistance aligned to SimplyBiz’s intermediary business support capabilities
- Distribution as a Service (DaaS): data-driven subscription service that aids product providers in improving product design and distribution through market insights and analysis, offering structured market intelligence to guide refinement
- Proprietary Advice Technology: enterprise-grade platform that facilitates investment recommendations and supports financial intermediaries in providing advice, enabling adviser-led guidance across client investment decisions within a coherent technology environment
Key contacts
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Financial details
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1.2 - Competitors and similar companies to Fintel
Permian
HQ: Norway
Website
- Description: Provider of Nordic fund administration and business support services for investment firms, family offices, funds, fund managers, trusts, associations, and foreign companies seeking local representation. Offerings include fund reporting and investor-friendly reports, sustainable finance, accounting, tax, business management, IT, AIF depositary in Norway and Sweden, ESG risk management, compliance training, legal advice, advisory, and Fund Hotel license sharing.
- 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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GL Hearn
HQ: United Kingdom
Website
- Description: Provider of property consultancy delivering commercial property advice to public sector, developers, investors, and occupiers, offering affordable housing, agency, building consultancy, business rate advisory, compulsory purchase, corporate, development consents, energy, and infrastructure, expert witness and advisory, investment, and landlord services.
- 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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Killen Group
HQ: United States
Website
- Description: Provider of services to high net worth individuals, investment companies, and non-profit organizations.
- 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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Loring Ward
HQ: United States
Website
- Description: Provider of investment models (flexible portfolio management, tax management, ESG); practice management (consulting, legal support, business transition, leadership coaching); back office support (multi-custodial oversight, account maintenance, paperless processes); vetted technology stack (planning platforms, client portals, investment analytics); advanced planning (complex cases; retirement, tax, estate); and marketing support for financial advisors.
- 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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Arabella Advisors
HQ: United States
Website
- Description: Provider of strategic philanthropy advisory and operational support for foundations, families, and individuals. Services include strategy development, grants management, impact investing, advocacy to influence public policy, collaboration and network building, and convening/facilitation to amplify impact and enable effective grant programs.
- 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 Arabella Advisors 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 Fintel
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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 Fintel
2.2 - Growth funds investing in similar companies to Fintel
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4 - Top valuation comps for Fintel
4.2 - Public trading comparable groups for Fintel
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