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Company profile: RFG Advisory

1.1 - Company Overview

RFG Advisory Logo

RFG Advisory

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

Company description

  • Provider of an integrated RIA platform that supports advisors with transition assistance (moving to RFG, buying other advisory businesses, or creating a succession plan), state-of-the-art technology, back-office and compliance support, institutional-grade investment management, branding and marketing services, and finance functions including client billing and financial planning/consulting.

Products and services

  • State of the Art Technology: Delivers an enterprise-grade integrated technology platform designed to drive efficiency and scale for advisors, supporting and enabling them to sustain their businesses across daily operations
  • Operational Support: Supplies workflow-based back-office support, including account openings, compliance, and administrative assistance, enabling advisors to sustain their practices with consistent, efficient operational execution
  • Investment Management: Offers institutional-grade investment management products tailored for clients, supporting advisors with scalable, efficient service within the integrated platform that enables them to sustain their businesses

Key contacts

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Financial details

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1.2 - Competitors and similar companies to RFG Advisory

The Markets Logo

The Markets

HQ: United States Website
  • Description: Provider of research, estimates, and workflow solutions for institutional investment management firms worldwide, serving over 2,000 firms.
  • 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 Markets company profile →
FundRock Logo

FundRock

HQ: Luxembourg Website
  • Description: Provider of independent third-party UCITS management and AIFM services for Luxembourg, Ireland and UK funds, delivering governance, risk management, oversight and compliance. Offers AIFM ManCo across private equity, real estate, debt, fund of funds and hedge strategies; UCITS ManCo solutions; fund management and administration in Guernsey; fund hosting and execution in New Zealand; portfolio hosting for hedge and unit trust portfolios in South Africa.
  • 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 FundRock company profile →
InCube Group Logo

InCube Group

HQ: Switzerland Website
  • Description: Provider of consulting and technology services in business consulting, quantitative finance, data and predictive analytics, machine learning, and software engineering for banks, insurers, investment firms, and e-commerce companies. Swiss-based.
  • 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 InCube Group company profile →
Firstwire Logo

Firstwire

HQ: Germany Website
  • Description: Provider of a web-based, decentralized digital marketplace for capital market professionals where debt issuers and investors match and execute transactions in real time across corporate, municipal, and real estate financing. Uses smart matching algorithms, provides deal management with access to all transaction details, history, and documentation, and consulting for risk analysis and issuance support via Firstwire Consulting GmbH.
  • 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 Firstwire company profile →
Funderbeam Logo

Funderbeam

HQ: United Kingdom Website
  • Description: Provider of a funding and trading platform connecting companies and investors to buy and sell equity stakes. Offers an Investment Platform to invest in early-stage and growth companies across international markets, and The Marketplace to trade investments and buy stakes in listed companies, providing liquidity and control. Also supports founders with exposure, legal support, a funding manager, and an investor network.
  • 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 Funderbeam 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 RFG Advisory

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Buyer group 1: ████████ ████████

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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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Description: ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████
Key Products: ████████, ████████, ████████, ████████
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3. Investors and private equity firms

3.1 - Buyout funds investing in similar companies to RFG Advisory

2.2 - Growth funds investing in similar companies to RFG Advisory

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4 - Top valuation comps for RFG Advisory

4.2 - Public trading comparable groups for RFG Advisory

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4.3 - M&A Transactions similar to RFG Advisory

Selected M&A transactions

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

About RFG Advisory

What does RFG Advisory do?

RFG Advisory is a provider of an integrated RIA platform that supports advisors with transition assistance (moving to RFG, buying other advisory businesses, or creating a succession plan), state-of-the-art technology, back-office and compliance support, institutional-grade investment management, branding and marketing services, and finance functions including client billing and financial planning/consulting.

Who are RFG Advisory's competitors?

RFG Advisory's competitors and similar companies include The Markets, FundRock, InCube Group, Firstwire, and Funderbeam.

Where is RFG Advisory headquartered?

RFG Advisory is headquartered in United States.

How many employees does RFG Advisory have?

RFG Advisory has 1,000 employees 🔒.

When was RFG Advisory founded?

RFG Advisory was founded in 2010 🔒.

What sector and industry vertical is RFG Advisory in?

RFG Advisory is in the Enterprise Software 🔒 sector and industry

M&A Buyers & Acquirers for RFG Advisory

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

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

Which M&A buyer groups are most relevant for RFG Advisory?

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

Financial Investors investing in RFG Advisory's sector and industry vertical

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

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

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

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

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

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

Valuation benchmarks of companies in RFG Advisory's sector and industry

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

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

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

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

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

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

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