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Company profile: PerCapita

1.1 - Company Overview

PerCapita Logo

PerCapita

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

Company description

  • Provider of financial services focused on financial wellness for everyday people and communities.

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 PerCapita

Solovis Logo

Solovis

HQ: United States Website
  • Description: Provider of a cloud-based multi-asset class portfolio management, analytics and reporting platform for institutional investors, including endowments, foundations, pensions, OCIOs and family offices. Solutions span outsourced data collection and aggregation, portfolio and public fund analytics, predictive modeling, and comprehensive risk analytics with scenario and stress 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: ●●
View full Solovis company profile →
Luma Financial Technologies Logo

Luma Financial Technologies

HQ: United States Website
  • Description: Provider of an independent multi-issue platform offering a customizable order entry system for banks, brokers, and dealers, with tools to select and compare investments and evaluate structured products and annuities, annuity comparison, a hub to design, price, and transact tailored solutions with analytics, centralized lifecycle monitoring with notifications and performance reports, and a learning center for digital education and compliance.
  • 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 Luma Financial Technologies company profile →
Tricount Logo

Tricount

HQ: Belgium Website
  • Description: Provider of a popular group spend management mobile app that helps friends track and share expenses. The Tricount app lets users log expenses, calculate balances, settle debts, and receive notifications, with support for multiple currencies, offline use, uneven splits, and image attachments. Free with ads and used by 5.4 million users.
  • 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 Tricount company profile →
NuWealth Logo

NuWealth

HQ: United Kingdom Website
  • Description: Provider of a curated fractional thematic investment platform and app offering GIAs, Stocks & Shares ISAs and Junior ISAs to invest in US, UK and EU stocks, ETFs, funds and fractional shares, with unlimited commission-free investing, instant deposits and Auto Invest, plus savings accounts with interest linked to the Bank of England base rate and easy 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 NuWealth company profile →
Third Party Logo

Third Party

HQ: United States Website
  • Description: Provider of a REST-based API platform delivering core online brokerage features to build investing financial applications, enabling investing from anywhere on any device and supporting any product concept, pricing model, and delivery method.
  • 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 Party 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 PerCapita

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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 PerCapita

2.2 - Growth funds investing in similar companies to PerCapita

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4 - Top valuation comps for PerCapita

4.2 - Public trading comparable groups for PerCapita

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4.3 - M&A Transactions similar to PerCapita

Selected M&A transactions

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

About PerCapita

What does PerCapita do?

PerCapita is a provider of financial services focused on financial wellness for everyday people and communities.

Who are PerCapita's competitors?

PerCapita's competitors and similar companies include Solovis, Luma Financial Technologies, Tricount, NuWealth, and Third Party.

Where is PerCapita headquartered?

PerCapita is headquartered in United States.

How many employees does PerCapita have?

PerCapita has 1,000 employees 🔒.

When was PerCapita founded?

PerCapita was founded in 2010 🔒.

What sector and industry vertical is PerCapita in?

PerCapita is in the Enterprise Software 🔒 sector and industry

M&A Buyers & Acquirers for PerCapita

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

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

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

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

Financial Investors investing in PerCapita's sector and industry vertical

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

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

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

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

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

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

Valuation benchmarks of companies in PerCapita's sector and industry

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

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

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

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

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

Access recent funding rounds and capital raises in PerCapita'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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