Company profile: GeoWealth
1.1 - Company Overview
Company description
- Provider of advisor technology and asset management solutions, including an integrated platform for client management, reporting, and trading; portfolio solutions with advisor-managed and third-party model portfolios, tax management, and investment proposals; and outsourced back-office services for reconciliation, aggregation, billing, and reporting.
Products and services
- Advisor Technology: An enterprise-grade integrated platform that delivers tools for client management, detailed reporting, and trading, centralizing advisor activities
- Outsourced Back Office Solutions: A scalable service suite that offers reconciliation, aggregation, billing, and reporting to support advisors' administrative tasks
- Portfolio Solutions: A tax-aware portfolio platform that supplies advisor-managed and third-party model portfolios, with tax management and generation of investment proposals
Key contacts
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Financial details
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1.2 - Competitors and similar companies to GeoWealth
ImpulseSave
HQ: United States
Website
- Description: Provider of a free banking platform and web/mobile products that enable people to save from their mobile phones on ecommerce sites such as Amazon, helping consumers level the playing field.
- 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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Alpha Alternatives
HQ: United States
Website
- Description: Provider of institutional-grade, client-centric fund administration services for alternative fund managers and institutions across a wide array of fund structures and strategies, including accounting, audit assistance, investor and financial reporting services, allowing investment managers to focus on their most important objective.
- 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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Xceptor
HQ: United Kingdom
Website
- Description: Provider of no-code data automation software that makes data ingestion, transformation and process digitisation easy, automating even the most complex processes end-to-end on a single platform. Empowers financial services companies and powers industry utilities. Proven by customers and validated by partners.
- 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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Clarity AI
HQ: United States
Website
- Description: Provider of a sustainability technology platform using machine learning and big data to deliver environmental and social insights to investors and organizations. Offers a web app, APIs/widgets, and impact, risk, and climate modules for sustainability data, analysis, reporting, portfolio simulation, ESG risks, corporate controversies and exposure screens, SDG impact, carbon emissions, Net Zero alignment, and TCFD reporting.
- 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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Cherre
HQ: United States
Website
- Description: Provider of a real estate data management and insights platform that ingests, connects, standardizes, and maps property data to support investment, underwriting, and management decisions. Offers an API for unified, geospatial and aggregate queries; a portal to validate and consolidate financial, operational, and ESG data; connectors to ERP/leasing systems; and reporting and analytics.
- 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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2.M&A buyers
2.1 Potential strategic acquirers in the sector
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2.2 - Strategic buyer groups for GeoWealth
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Buyer group 2: ████████ ████████
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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 GeoWealth
2.2 - Growth funds investing in similar companies to GeoWealth
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4 - Top valuation comps for GeoWealth
4.2 - Public trading comparable groups for GeoWealth
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