Company profile: IntegraFin
1.1 - Company Overview
Company description
- Provider of independent UK wrap platform services via Transact, delivering comprehensive financial planning infrastructure for advisers to invest client assets in a tax-efficient way, with a wide range of tax-efficient wrappers and access to over 8,000 funds and assets; and provider of T4A CURO, an adviser practice management solution for financial planning and wealth management firms.
Products and services
- Time4Advice (T4A) CURO: An adviser-centric practice management system architected to support financial planning and wealth management firms’ operations
- Financial Planning Infrastructure: A tax-efficient advisory infrastructure delivering professionals a comprehensive framework for investing client assets through wrap-based arrangements, enabling efficient planning across adviser practices
- Transact Platform: One of the largest UK independent wrap platforms supplying tax-efficient wrappers and access to over 8,000 funds and assets for financial advisers
Key contacts
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Financial details
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1.2 - Competitors and similar companies to IntegraFin
Shareable
HQ: United States
Website
- Description: Provider of an online magazine that tells the story of sharing and offers how-tos, plus programs including: Library of Things Co-Lab for training/resources to establish community borrowing spaces; Emergency Battery Co-Lab to create shared backup power networks; The Response multimedia project on community-led disaster response; and Social Cooperative Academy.
- 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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The Storytellers
HQ: United Kingdom
Website
- Description: Provider of business transformation services, including Strategy Activation, Business Transformation, Post-Merger Integration, Leadership Development, Sales Transformation, and Culture Change, helping organizations execute strategy by inspiring, aligning, and equipping people with a compelling story of strategic change.
- 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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LeaderSharp
HQ: Canada
Website
- Description: Provider of talent acquisition and workforce development evaluations and solutions, delivering leadership development programs, executive and team coaching, and custom leadership programs. Offers The Leadership Circle Profile assessment, Everything DiSC training, and The Five Behaviors of a Cohesive Team to build trust, communication, accountability, and results.
- 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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ACE Consultants
HQ: Spain
Website
- Description: Provider of technical assistance, project management, consulting and advisory services, specializing in economic and social development cooperation and internationalisation and private sector development. Established in 1989, ACE International Consultants is one of the leading Spanish companies in these services.
- 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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Tecnofor
HQ: Spain
Website
- Description: Provider of IT consulting and project management training services.
- 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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2.M&A buyers
2.1 Potential strategic acquirers in the sector
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2.2 - Strategic buyer groups for IntegraFin
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3. Investors and private equity firms
3.1 - Buyout funds investing in similar companies to IntegraFin
2.2 - Growth funds investing in similar companies to IntegraFin
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4 - Top valuation comps for IntegraFin
4.2 - Public trading comparable groups for IntegraFin
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