Company profile: FundGuard
1.1 - Company Overview
Company description
- Provider of an AI-powered, cloud-native investment accounting operating system delivering real-time accounting with unlimited multi-book capabilities from a single instance of all trading activities; automated, true-SaaS contingent NAV with low-touch, fully matching Shadow NAV oversight and a secondary location to address cyber risk; and an IBOR serving front, middle, and back offices to improve data quality and efficiency.
Products and services
- Investment Book of Record (IBOR): Single-platform service for front, middle, and back offices that increases data quality and operational efficiency across applications
- NAV Contingency and Oversight: True-SaaS, fully automated, accounting-based contingent NAV product that delivers low-touch, fully matching Shadow NAV and a secondary location to address cyber risk
- Real-Time Investment Accounting Platform: Cloud-native, real-time investment accounting system that supports unlimited multi-book capabilities from a single instance of all trading activities
Key contacts
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Financial details
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1.2 - Competitors and similar companies to FundGuard
WisdomTree
HQ: United States
Website
- Description: Provider of a wide range of exchange-traded products (ETPs), ETFs, investment models and model portfolios, guided by a Modern Alpha approach. Offers WisdomTree Prime, a personal finance app integrating saving, spending and investing with blockchain and tokenization, plus digital asset initiatives in crypto asset management and blockchain-enabled finance.
- 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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Alpaca Markets
HQ: Japan
Website
- Description: Provider of a financial system platform that enables developers and businesses to build apps, embed investing, and trade algorithms.
- 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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Envestnet
HQ: United States
Website
- Description: Provider of integrated, technology-enabled wealth and investment solutions for financial advisors, banks, dealers, and wealth institutions, including a web-based wealth management platform for data-driven, holistic advice; unified managed accounts; AI-driven insights for banking; direct indexing; revenue management; and billing for RIAs.
- 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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Mitigram
HQ: Sweden
Website
- Description: Provider of digital trade finance solutions, including MitiSquare, a platform to assess real-time risks, capacity, and pricing from partner banks; MitiManager for complete visibility and management of trade finance transactions with automated data structuring across formats and channels; and MitiGateway to transform unstructured client requests into digitized origination records, enhancing customer service and process digitalization.
- 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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RCM-X
HQ: United States
Website
- Description: Provider of algorithmic execution strategies and quantitative trading products, designed, tested, and developed with a proprietary high-performance technology stack by experienced market practitioners and data scientists, offering comprehensive trade analytics, independent transaction cost analysis (TCA), and back-testing.
- 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 RCM-X 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 FundGuard
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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 FundGuard
2.2 - Growth funds investing in similar companies to FundGuard
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4 - Top valuation comps for FundGuard
4.2 - Public trading comparable groups for FundGuard
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