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Company profile: WiseAlpha

1.1 - Company Overview

WiseAlpha Logo

WiseAlpha

Headquarter: United Kingdom
Founded: 20XX🔒
Employees: 100-500🔒

Company description

  • Provider of the UK’s leading digital bond market platform enabling access to institutional corporate bonds via proprietary fractional technology that reduces minimums to £100. Offers a marketplace with over 150 fractional bonds, Robowise automated portfolios, a client management portal, a risk profiling tool, and risk and compliance management.

Products and services

  • Fractional Bond technology: Proprietary system enabling fractional ownership of global corporate bonds by breaking £100k–£200k institutional minimums into £100 tickets, connecting individual investors affordably to institutional corporate bond markets
  • Marketplace: Digital marketplace offering access to over 150 fractional corporate bonds for trading, allowing investors to participate in WiseAlpha’s UK-leading digital bond market across institutional corporate issuances
  • Robowise: Automated portfolio service for investing in institutional corporate bonds, delivering automated investing via WiseAlpha’s platform to help clients participate in corporate bond markets

Key contacts

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Financial details

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1.2 - Competitors and similar companies to WiseAlpha

Clarify Wealth Logo

Clarify Wealth

HQ: United States Website
  • Description: Provider of financial planning and investment advice, including retirement planning, risk management, college planning, estate planning, and charitable donations services.
  • 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 Clarify Wealth company profile →
Firmnav Logo

Firmnav

HQ: Denmark Website
  • Description: Provider of a no-code AI platform that helps teams build AI models, connect data, and activate directly into the existing revenue stack.
  • 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 Firmnav company profile →
Enso Financial Logo

Enso Financial

HQ: United States Website
  • Description: Provider of data-driven tools for hedge funds and investment managers that deliver critical business insights, enhance risk and operational transparency, and improve transactional efficiency. Solutions include treasury and liquidity management for cash, liquidity and portfolio finance, Hazeltree Fund Performance Calculator, cash/transaction management, money market access, and ML-based reconciliation.
  • 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 Enso Financial company profile →
Sino Logo

Sino

HQ: Germany Website
  • Description: Provider of online brokerage services for heavy traders, offering trading in stocks, futures, options, and other derivatives, along with online account opening, stock market information and rules, an information package, and newsletter subscriptions.
  • 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 Sino company profile →
TownSquare Capital Logo

TownSquare Capital

HQ: United States Website
  • Description: Provider of portfolio management, trading, audit, and wealth management advisory services through a full-service investment and trading platform serving independent wealth advisers, institutions, high-net-worth individuals, family offices, accounting firms, and banks.
  • 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 TownSquare Capital 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 WiseAlpha

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Buyer group 1: ████████ ████████

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Description: ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████
Key Products: ████████, ████████, ████████, ████████
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Buyer group 2: ████████ ████████

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Description: ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████
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 WiseAlpha

2.2 - Growth funds investing in similar companies to WiseAlpha

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4 - Top valuation comps for WiseAlpha

4.2 - Public trading comparable groups for WiseAlpha

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4.3 - M&A Transactions similar to WiseAlpha

Selected M&A transactions

Date Target Description Buyer(s) Relevance EV EV/Revenue EV/EBITDA
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Frequently Asked Questions

About WiseAlpha

What does WiseAlpha do?

WiseAlpha is a provider of the UK’s leading digital bond market platform enabling access to institutional corporate bonds via proprietary fractional technology that reduces minimums to £100. Offers a marketplace with over 150 fractional bonds, Robowise automated portfolios, a client management portal, a risk profiling tool, and risk and compliance management.

Who are WiseAlpha's competitors?

WiseAlpha's competitors and similar companies include Clarify Wealth, Firmnav, Enso Financial, Sino, and TownSquare Capital.

Where is WiseAlpha headquartered?

WiseAlpha is headquartered in United Kingdom.

How many employees does WiseAlpha have?

WiseAlpha has 1,000 employees 🔒.

When was WiseAlpha founded?

WiseAlpha was founded in 2010 🔒.

What sector and industry vertical is WiseAlpha in?

WiseAlpha is in the Enterprise Software 🔒 sector and industry

M&A Buyers & Acquirers for WiseAlpha

Who are the top strategic acquirers in WiseAlpha's sector and industry

Top strategic M&A buyers and acquirers in WiseAlpha's sector include ████████, ██████████, ██████, ████████, and ██████████ 🔒.

Which M&A buyer groups are most relevant for WiseAlpha?

Top strategic M&A buyers groups and sectors for WiseAlpha include █████████████████ , ████████████████, █████████████, ████████████, and ████████████████ 🔒.

Financial Investors investing in WiseAlpha's sector and industry vertical

Which are the top PE firms investing in WiseAlpha's sector and industry vertical?

Top PE firms investing in WiseAlpha's sector and industry vertical include ████████, ██████████, ████████, and ██████████ 🔒.

Who are the top buyout funds acquiring in WiseAlpha's sector and industry vertical?

Active PE funds and buyout funds acquiring companies in WiseAlpha's sector and industry vertical include █████████, ██████████, ████████████, and ████████████ 🔒.

Who are the top growth equity funds investing in companies in WiseAlpha's sector and industry vertical?

Growth funds and venture capital funds investing in companies similar to WiseAlpha include █████████, ██████████, ████████████, and ████████████ 🔒.

Valuation benchmarks of companies in WiseAlpha's sector and industry

Which are the key public companies that are relevant trading comps benchmarks for WiseAlpha?

The key public trading comparables and valuation benchmarks for WiseAlpha include █████████, ██████████, ████████████, and ████████████ 🔒.

Which are the key trading comparable groups for WiseAlpha for public valuation benchmarks?

Our platform tracks detailed public trading comparable groups and valuation benchmarks for WiseAlpha with complete valuation multiples, growth metrics, and profitability data. Access the full database to benchmark your company against relevant public comparables.

What are recent M&A transactions in WiseAlpha's sector and industry vertical?

Our platform tracks relevant M&A transactions comparables and valuation benchmarks for WiseAlpha with complete deal terms, valuation multiples, and strategic rationale. Access the full database to benchmark pricing and identify active acquirers.

What are recent capital raises and funding rounds in WiseAlpha's' sector and industry vertical?

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