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Company profile: CU WealthNext

1.1 - Company Overview

CU WealthNext Logo

CU WealthNext

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

Company description

  • Provider of banking and financial services as a wealthtech holding company designed for credit union members.

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 CU WealthNext

Tifin Logo

Tifin

HQ: United States Website
  • Description: Provider of AI-driven fintech solutions that tailor investment experiences across wealth management, investments, and personal finance. Offerings include Magnifi for investment intelligence, TIFIN Wealth for financial planning optimization, TIFIN Give for charitable giving integration, TIFIN AG for agricultural investment insights, TIFIN AMP to enhance asset management, and Sage for advisor engagement.
  • 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 Tifin company profile →
Innovative Capital Logo

Innovative Capital

HQ: United States Website
  • Description: Provider of commercial real estate brokerage.
  • 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 Innovative Capital company profile →
SECOR Asset Management Logo

SECOR Asset Management

HQ: United States Website
  • Description: Provider of boutique global asset management solutions, including fiduciary management combining advisory and implementation; strategic asset allocation, manager research and reporting; execution for rebalancing, currency hedging and transitions; LDI programs; equity downside protection strategies; and customized alternative asset 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 SECOR Asset Management company profile →
IOSCO Logo

IOSCO

HQ: Spain Website
  • Description: Provider of international securities regulation standards and cooperation frameworks, including the IOSCO Principles; the Multilateral Memorandum of Understanding for cross-border exchange of information and enforcement against misconduct; assessment of members’ implementation of principles and standards; and development support for growth and emerging markets through committees and technical assistance.
  • 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 IOSCO company profile →
Fidelis Capital Logo

Fidelis Capital

HQ: United States Website
  • Description: Provider of advisor-owned wealth management services that manage clients’ financial complexity, including in-house investment management across public and private assets with strategic asset allocation and risk management; personalized wealth planning; tax management and advisory; fiduciary banking; personal risk management via coordinated insurance and cyber-risk mitigation; and health insurance and health care consulting.
  • 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 Fidelis Capital 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 CU WealthNext

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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 CU WealthNext

2.2 - Growth funds investing in similar companies to CU WealthNext

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4 - Top valuation comps for CU WealthNext

4.2 - Public trading comparable groups for CU WealthNext

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4.3 - M&A Transactions similar to CU WealthNext

Selected M&A transactions

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

About CU WealthNext

What does CU WealthNext do?

CU WealthNext is a provider of banking and financial services as a wealthtech holding company designed for credit union members.

Who are CU WealthNext's competitors?

CU WealthNext's competitors and similar companies include Tifin, Innovative Capital, SECOR Asset Management, IOSCO, and Fidelis Capital.

Where is CU WealthNext headquartered?

CU WealthNext is headquartered in United States.

How many employees does CU WealthNext have?

CU WealthNext has 1,000 employees 🔒.

When was CU WealthNext founded?

CU WealthNext was founded in 2010 🔒.

What sector and industry vertical is CU WealthNext in?

CU WealthNext is in the Enterprise Software 🔒 sector and industry

M&A Buyers & Acquirers for CU WealthNext

Who are the top strategic acquirers in CU WealthNext's sector and industry

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

Which M&A buyer groups are most relevant for CU WealthNext?

Top strategic M&A buyers groups and sectors for CU WealthNext include █████████████████ , ████████████████, █████████████, ████████████, and ████████████████ 🔒.

Financial Investors investing in CU WealthNext's sector and industry vertical

Which are the top PE firms investing in CU WealthNext's sector and industry vertical?

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

Who are the top buyout funds acquiring in CU WealthNext's sector and industry vertical?

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

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

Growth funds and venture capital funds investing in companies similar to CU WealthNext include █████████, ██████████, ████████████, and ████████████ 🔒.

Valuation benchmarks of companies in CU WealthNext's sector and industry

Which are the key public companies that are relevant trading comps benchmarks for CU WealthNext?

The key public trading comparables and valuation benchmarks for CU WealthNext include █████████, ██████████, ████████████, and ████████████ 🔒.

Which are the key trading comparable groups for CU WealthNext for public valuation benchmarks?

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

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

Access recent funding rounds and capital raises in CU WealthNext's sector and industry vertical including growth equity, venture capital, and buyout investments. Our database includes round size, lead investors and valuations.

Ready to Find the Right Buyers?

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