Company profile: RFG Advisory
1.1 - Company Overview
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
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
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- Total funding raised: $●●●m
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- Acquisitions: ●●
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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: ●●
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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: ●●
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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
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 3: ████████ ████████
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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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