Company profile: Black Diamond Advisory
1.1 - Company Overview
Company description
- Provider of global digital finance transformation services, including financial transformation, change management, and process automation; implementation and optimization of OneStream solutions for consolidation, reporting, planning, and analysis; Power Analytics integrating Power BI with OneStream; and Summit Services for continuous innovation and tactical guidance.
Products and services
- OneStream Solutions: Architects enterprise-grade OneStream implementations and optimizations for financial consolidation, reporting, planning, and analysis as a Platinum Partner, ensuring robust deployments for digital finance
- Financial Transformation: Engineers enterprise-wide changes to financial processes and systems to improve efficiency and insights across digital finance organizations
- Process Automation: Delivers custom-engineered automation of financial and operational processes to reduce manual effort and increase accuracy, standardizing tasks across core finance activities
Key contacts
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Financial details
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1.2 - Competitors and similar companies to Black Diamond Advisory
Macroaxis
HQ: United States
Website
- Description: Provider of online personalized investment management software, offering an AI-driven wealth optimization platform using portfolio theory for optimal portfolios, diversification, buy/sell signals and dynamic investing themes; a gallery of portable financial widgets and dynamic stock tickers for on-demand data and website integration; an optimization engine that adapts to market changes; and a portfolio volatility module to manage risk.
- 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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Voyant
HQ: United States
Website
- Description: Provider of collaborative financial planning and wealth management software for advisers and their clients, including a free do-it-yourself platform that lets consumers visually model 'what if' scenarios (e.g., birth of a child or early retirement) to illustrate the real-time, big-picture impact of important financial decisions.
- 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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View full Voyant company profile →
Lightyear
HQ: United Kingdom
Website
- Description: Provider of a digital investing platform offering access to global equity markets, ETFs, money market funds, and multi-currency savings with interest on uninvested cash. Available via mobile and web app to users in 20+ European countries, it enables trading of commission‑free ETFs in EUR, GBP and USD, plus stocks.
- 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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Crest Retirement
HQ: United States
Website
- Description: Provider of customized retirement plan and ongoing administrative services for small businesses, including accounting, recordkeepers, and payroll administration, as well as financial and investment advisory 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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Caplin
HQ: United Kingdom
Website
- Description: Provider of single-dealer capital markets trading platforms spanning foreign exchange, cryptocurrencies, and equities, with solutions for professional traders, sales teams, corporate clients, and mobile users, offering tools for client relationship management, pre-trade, execution, post-trade, risk management, and on-the-go trading.
- 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 Caplin 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 Black Diamond Advisory
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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 Black Diamond Advisory
2.2 - Growth funds investing in similar companies to Black Diamond Advisory
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4 - Top valuation comps for Black Diamond Advisory
4.2 - Public trading comparable groups for Black Diamond Advisory
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