Company profile: Money Dashboard
1.1 - Company Overview
Company description
- Provider of online personal financial management and B2B open banking services, enabling users to view and aggregate current, savings, and credit card accounts from multiple institutions in one place, and helping businesses aggregate and analyze financial data.
Products and services
- Personal Financial Management Platform: Architects a secure service that lets users see exactly where money goes by consolidating all current accounts, savings accounts, and credit cards from whichever institutions
- Unified Account Dashboard: Offers an online interface to view all financial accounts together, combining current accounts, savings accounts, and credit cards across institutions for centralized oversight
- B2B Open Banking Services: Delivers open-banking data aggregation and analysis for businesses, consolidating financial information across institutions as a business-to-business service
Key contacts
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Financial details
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1.2 - Competitors and similar companies to Money Dashboard
ProManage
HQ: United States
Website
- Description: Provider of independent financial wellness services for plan sponsors and their participants, offering managed accounts and other personalized retirement solutions.
- 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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View full ProManage company profile →
IMX Software
HQ: Australia
Website
- Description: Provider of a wide range of solutions for banks and money service businesses, staying abreast of the latest technological trends.
- 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 IMX Software company profile →
Timeline
HQ: United Kingdom
Website
- Description: Provider of financial planning technology and portfolio management solutions through a fintech platform.
- 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 Timeline company profile →
Chasing Returns
HQ: Ireland
Website
- Description: Provider of risk management and performance analytics tools for retail traders and investors, enabling goal-setting, real-time discipline tracking, and psychological insights to improve trading. Offerings include Performance Analytics for goals and insights, PlayMaker for real-time trade feedback to avoid emotional mistakes, and GamePlan to analyze strengths and weaknesses across market conditions.
- 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 Chasing Returns company profile →
Colmore
HQ: United Kingdom
Website
- Description: Provider of private markets technology and services, including HELIOS for real-time drill-through on private asset portfolios with performance analysis, daily adjusted valuations and dynamic risk modeling; INSIGHT for monitoring and data management; FAIR for tracking, validating and benchmarking private equity fees; STRIDE for ML unstructured data processing; and integrated fund accounting, monitoring and reporting 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 Colmore 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 Money Dashboard
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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 Money Dashboard
2.2 - Growth funds investing in similar companies to Money Dashboard
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4 - Top valuation comps for Money Dashboard
4.2 - Public trading comparable groups for Money Dashboard
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