Company profile: Fundment
1.1 - Company Overview
Company description
- Provider of a technology platform that integrates discretionary fund management with digital investment technology to enhance adviser services, offering advisory portfolio management, an MPS marketplace, custom indexing with ESG options and stock inclusion/exclusion, digital drawdown for pensions, fractional share trading, and automated account opening to streamline client portfolio management.
Products and services
- Custom Indexing Platform: A custom-engineered system enabling advisers to create personalized portfolios with ESG screening plus inclusion/exclusion of specific stocks for tailored investment construction
- MPS Marketplace: A modular marketplace delivering access to diverse tools, pre-built models, and funds to streamline efficient portfolio construction, selection, and ongoing management for advisers
- Advisory Portfolio Management: An enterprise-grade platform allowing advisers to build and personalize model portfolios or select pre-designed templates to manage clients' portfolios effectively
Key contacts
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Financial details
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1.2 - Competitors and similar companies to Fundment
Tradier
HQ: United States
Website
- Description: Provider of brokerage services, trading platforms, and real-time REST APIs for trading, account management, and market data. Offers web and mobile platforms for stocks, options, and ETFs with advanced orders and paper trading, cryptocurrency trading via apps or API, and the TradeHawk platform for retail traders. Futures trading covering gold, oil, index, currency, and crypto markets is forthcoming.
- 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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Fairr
HQ: Germany
Website
- Description: Provider of a fully digital pension cockpit for old-age provision that optimizes retirement across all pillars by matching statutory, company, and private pension claims in real time to a personal pension target.
- 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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Business Logic
HQ: United States
Website
- Description: Provider of clear, powerful finance tools that help customers of the world’s largest financial institutions understand, organize, and manage investments. With 16 years of experience, Business Logic builds products based on the idea that while finance is complex, its tools shouldn’t be.
- 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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Cofunds
HQ: United Kingdom
Website
- Description: Provider of an independent investment platform offering fund administration services for advisers and other financial institutions, enabling users to buy investments through financial advisers and institutions, including stockbrokers and banks, and providing technology, tools, and services to manage investments in one place.
- 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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Lightkeeper
HQ: United States
Website
- Description: Provider of immediate and relevant information for managers making critical investment decisions.
- 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 Lightkeeper 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 Fundment
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Buyer group 2: ████████ ████████
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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 Fundment
2.2 - Growth funds investing in similar companies to Fundment
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4 - Top valuation comps for Fundment
4.2 - Public trading comparable groups for Fundment
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