📊 This is a company profile preview from Tablestat.com Request a Free Trial Now

Company profile: Lively

1.1 - Company Overview

Lively Logo

Lively

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

Company description

  • Provider of a modern Health Savings Account (HSA) platform for employers and individuals, delivering a user-centric solution with an intuitive experience to help consumers get the most out of their HSA.

Products and services

🔒

Key contacts

🔒
🔒

Financial details

🔒

1.2 - Competitors and similar companies to Lively

Third Financial Logo

Third Financial

HQ: United Kingdom Website
  • Description: Provider of wealth management software and platform services, including the Tercero Software Platform; an investment platform for wealth managers, multi-family offices, and advisers to manage portfolio construction, monitoring, and compliance; SaaS tools for client reporting, asset allocation, performance attribution, and order management; and digital workflows and oversight for onboarding and client service.
  • 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 Third Financial company profile →
Bourse Direct Logo

Bourse Direct

HQ: France Website
  • Description: Provider of internet stock brokerage services in France, offering online brokerage via Boursedirect.fr, Capitol.fr, mesactions.com and Absysteme.fr, plus automated execution and back-office services for online transmission and reception of orders. Products include PEA and PEA-PME accounts, PEA Jeunes, Options-Bourse Direct for American and European stocks, a macroeconomic calendar, and investment club 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 Bourse Direct company profile →
eMoney Advisor Logo

eMoney Advisor

HQ: United States Website
  • Description: Provider of web-based wealth planning software for financial advisors, offering comprehensive goals-based and cash-flow planning, an interactive Decision Center for scenario modeling, automated account aggregation across institutions to deliver a complete financial picture, and a client portal for convenient client access.
  • 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 eMoney Advisor company profile →
GSX Logo

GSX

HQ: Gibraltar Website
  • Description: Provider of financial services in the capital markets sector, operating two marketplaces, one regulated and one exchange-regulated, that provide a platform for a wide range of capital market goods.
  • 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 GSX company profile →
The Motley Fool Logo

The Motley Fool

HQ: United States Website
  • Description: Provider of multimedia financial services, including websites, books, newspaper columns, TV appearances, newsletters, and subscription investment offerings such as Stock Advisor and Epic, delivering monthly stock recommendations, detailed company analysis, model portfolios, analytics, portfolio optimization tools, exclusive podcasts, and financial data.
  • 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 The Motley Fool company profile →
🔒

2.M&A buyers

2.1 Potential strategic acquirers in the sector

🔒
🔒
🔒
🔒 View all strategic buyers with complete profiles
Start Free Trial →

2.2 - Strategic buyer groups for Lively

🔒

Buyer group 1: ████████ ████████

●● companies
Description: ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████
Key Products: ████████, ████████, ████████, ████████
🔒 View all companies in this group
Request Free Trial Now →
🔒

Buyer group 2: ████████ ████████

●● companies
Description: ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████
Key Products: ████████, ████████, ████████, ████████
🔒 View all companies in this group
Request Free Trial Now →
🔒

Buyer group 3: ████████ ████████

●● companies
Description: ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████
Key Products: ████████, ████████, ████████, ████████
🔒 View all companies in this group
Request Free Trial Now →
🔓 Unlock all detailed buyer group breakdowns with complete company profiles
Start Free Trial →

3. Investors and private equity firms

3.1 - Buyout funds investing in similar companies to Lively

2.2 - Growth funds investing in similar companies to Lively

🔒 View all growth equity funds with complete profiles
Start Free Trial →

4 - Top valuation comps for Lively

4.2 - Public trading comparable groups for Lively

🔓 Unlock all public trading comparable groups with complete valuation data
Start Free Trial →

4.3 - M&A Transactions similar to Lively

Selected M&A transactions

Date Target Description Buyer(s) Relevance EV EV/Revenue EV/EBITDA
🔒 View all M&A transactions with complete deal terms
Request Free Trial Now →

Frequently Asked Questions

About Lively

What does Lively do?

Lively is a provider of a modern Health Savings Account (HSA) platform for employers and individuals, delivering a user-centric solution with an intuitive experience to help consumers get the most out of their HSA.

Who are Lively's competitors?

Lively's competitors and similar companies include Third Financial, Bourse Direct, eMoney Advisor, GSX, and The Motley Fool.

Where is Lively headquartered?

Lively is headquartered in United States.

How many employees does Lively have?

Lively has 1,000 employees 🔒.

When was Lively founded?

Lively was founded in 2010 🔒.

What sector and industry vertical is Lively in?

Lively is in the Enterprise Software 🔒 sector and industry

M&A Buyers & Acquirers for Lively

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

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

Which M&A buyer groups are most relevant for Lively?

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

Financial Investors investing in Lively's sector and industry vertical

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

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

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

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

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

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

Valuation benchmarks of companies in Lively's sector and industry

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

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

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

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

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

Access recent funding rounds and capital raises in Lively'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?

Access complete buyer lists, valuation data, and M&A intelligence for Lively