Company profile: GWM
1.1 - Company Overview
Company description
- Provider of wealth and asset management services.
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 GWM
Clear Street
HQ: United States
Website
- Description: Provider of cloud-native prime brokerage and capital markets services, including clearing, custody, execution, risk management, and securities finance. Offers Clear Street Studio for portfolio management with risk, margin, exposures, P&L, and analytics reports. Provides investment banking advisory and capital solutions, futures clearing, securities lending, and margin financing.
- 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 Clear Street company profile →
Metis Ireland
HQ: Ireland
Website
- Description: Provider of a clear financial road map that can help visitors and their families reach their life goals.
- 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 Metis Ireland company profile →
Succession Advisory Services
HQ: United Kingdom
Website
- Description: Provider of wealth management and financial planning services to individual and corporate clients across the UK through a network of acquired and member firms. Offers advisory services, an open-architecture investment platform to manage and grow investments, and an Investment Matrix tool for portfolio analysis and management.
- 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 Succession Advisory Services company profile →
Cardinal Investment Advisors
HQ: United States
Website
- Description: Provider of investment consulting services helping clients align their investment strategies to support their operations.
- 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 Cardinal Investment Advisors company profile →
Ivy Investments
HQ: United States
Website
- Description: Provider of inventive, actively-managed investing strategies designed to help investors meet long-term goals.
- 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 Ivy Investments 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 GWM
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Buyer group 2: ████████ ████████
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Key Products: ████████, ████████, ████████, ████████
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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 GWM
2.2 - Growth funds investing in similar companies to GWM
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4 - Top valuation comps for GWM
4.2 - Public trading comparable groups for GWM
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