Company profile: Voleo
1.1 - Company Overview
Company description
- Provider of mobile investment club apps; owns a FINRA-registered broker-dealer.
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 Voleo
WealthTech
HQ: United States
Website
- Description: Provider of a financial planning and wealth management platform from a founder-funded digital finance company with deep financial services industry experience, whose principals have successfully developed, deployed, and scaled innovative technologies across multiple businesses and financial service sectors.
- 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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FundsLibrary
HQ: United Kingdom
Website
- Description: Provider of a digital platform that supports the life cycle of fund data, documents, and regulatory reporting for the asset management industry.
- 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 FundsLibrary company profile →
Newcleus Bank Advisors
HQ: United States
Website
- Description: Provider of benefit plans, financing strategy, administration and regulatory compliance support for banking industries, designing and administering secure compensation, benefit, investment and finance strategies for financial institutions and their employees.
- 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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WealthTouch
HQ: United States
Website
- Description: Provider of aggregated financial reporting services for the private wealth industry, offering a multi-custodial, multi-asset, and multi-jurisdictional performance reporting platform.
- 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 WealthTouch company profile →
Trade Alert
HQ: United States
Website
- Description: Provider of real-time alerts and order flow analysis, focused on the synthesis and distribution of securities market intelligence to financial professionals. Combines proprietary software, ultra-low latency market data, and high-performance computing to notify users of market activity and order flow dynamics.
- 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 Trade Alert 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 Voleo
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Key Products: ████████, ████████, ████████, ████████
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Buyer group 2: ████████ ████████
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Key Products: ████████, ████████, ████████, ████████
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Buyer group 3: ████████ ████████
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Key Products: ████████, ████████, ████████, ████████
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3. Investors and private equity firms
3.1 - Buyout funds investing in similar companies to Voleo
2.2 - Growth funds investing in similar companies to Voleo
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4 - Top valuation comps for Voleo
4.2 - Public trading comparable groups for Voleo
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