Company profile: Modern Wealth Management
1.1 - Company Overview
Company description
- Provider of investment advisory services specializing in financial, estate, and tax planning and risk management.
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 Modern Wealth Management
Lemon Markets
HQ: Germany
Website
- Description: Provider of a FinTech platform with an easy-to-use API for stock trading, order execution, and market data retrieval, enabling developers to build investment and trading tools. Offers account management (identification, verification, compliance), order management and execution with access to global stocks and ETFs, custody and asset servicing, taxation, reporting and receipts, and a self-service customer portal.
- 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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- Acquisitions: ●●
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RetireWare
HQ: Canada
Website
- Description: Provider of innovative, web-based financial mathematical models and software that help individuals make informed retirement planning decisions, featuring scalable custom solutions flexible for integration with existing delivery platforms and advanced tools tailored to financial needs.
- 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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Proxymity
HQ: United Kingdom
Website
- Description: Provider of a digital investor communications platform that connects issuers, intermediaries, and investors in real time via a unique digital pathway, delivering more efficient, accurate, and transparent solutions and streamlining processes such as proxy voting and shareholder disclosure.
- 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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Wahed
HQ: United States
Website
- Description: Provider of an online, ethics-driven, Shariah-compliant investing platform offering managed portfolios; NASDAQ-listed Wahed FTSE USA Shariah ETF and Wahed Dow Jones Islamic World ETF; halal retirement accounts (Traditional, Roth, SEP IRA) compliant with Islamic finance; and a Zakat calculation service providing curated reports based on individual investment portfolios.
- 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 Wahed company profile →
Ironlight
HQ: United States
Website
- Description: Provider of blockchain technology solutions for the asset management industry, including a tokenization technology platform enabling fund managers to create efficient, compliant products; tokenized securities services for creating tokenized securities representing ownership in real-world assets, compliant with regulatory requirements; and workflow reimagination consultation services to improve operations through tokenization.
- 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 Ironlight 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 Modern Wealth Management
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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 Modern Wealth Management
2.2 - Growth funds investing in similar companies to Modern Wealth Management
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4 - Top valuation comps for Modern Wealth Management
4.2 - Public trading comparable groups for Modern Wealth Management
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