Company profile: Record Financial Group
1.1 - Company Overview
Company description
- Provider of currency and asset management services, managing AUME for institutional clients.
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 Record Financial Group
Totum Risk
HQ: United States
Website
- Description: Provider of a multi-scoring risk tolerance toolkit for financial institutions, financial advisors, 401ks, insurance, banks, and investors, focusing on facts over feeling and on risk capacity based on an investor's current life situation rather than traditional risk willingness.
- 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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PFA Solutions
HQ: United States
Website
- Description: Provider of financial services technology for private equity and alternative assets, including FirmView platforms for carried interest and compensation management; performance management with investor, fund, and investment metrics; and CPR tools to streamline year-end and mid-year salary and bonus awards with custom calculations, workflow-based approvals, and department-specific compensation pools.
- 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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Nimbl
HQ: United States
Website
- Description: Provider of a safe and secure environment that helps parents support their children in developing financial confidence and independence.
- 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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Birch Finance
HQ: United States
Website
- Description: Provider of a platform that helps consumers maximize credit card rewards by connecting reward-based accounts, analyzing spending across thousands of categories and merchants, and delivering personalized trends and actionable insights on missed rewards and subscriptions for over 200 credit cards. Includes secure bank login to link accounts and end-to-end 256-bit AES encryption.
- 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 Birch Finance company profile →
GSX
HQ: Gibraltar
Website
- Description: Provider of financial services in the capital markets sector, operating two marketplaces, one regulated and one exchange-regulated, that provide a platform for a wide range of capital market goods.
- 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 GSX 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 Record Financial Group
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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 Record Financial Group
2.2 - Growth funds investing in similar companies to Record Financial Group
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4 - Top valuation comps for Record Financial Group
4.2 - Public trading comparable groups for Record Financial Group
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