Company profile: Praemium
1.1 - Company Overview
Company description
- Provider of investment platforms, portfolio administration and execution, CRM and financial planning tools, including an integrated wealth management platform, adviser and investor portals, customizable reporting tools, ESG investment filters, and a CGT modelling calculator for tax impact analysis.
Products and services
- Praemium Platform: An integrated platform that orchestrates client wealth, spanning investment portfolio management, administrative processing, and comprehensive reporting for consolidated oversight and advisor-led operations
- Reporting Tools: Customizable components that generate detailed performance, tax, and valuation reports for clients, enabling adviser-controlled report configuration and precise portfolio reporting outputs
- Adviser Portal: An advisor-facing dashboard that manages client investments, tracks workflows, and supports direct client communication, consolidating operational tasks in a centralized interface
Key contacts
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Financial details
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1.2 - Competitors and similar companies to Praemium
Joss Technology
HQ: United States
Website
- Description: Provider of financial software and technology services for data management, communication, and synchronization, offering financial data management solutions including Joss Data Hub (business entity data, contacts, settlement instructions, documents and agreements, compliance and due diligence, counterparty risk) and the Joss Entity Data Management System.
- 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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Trim
HQ: United States
Website
- Description: Provider of financial health services that empower customers across the United States to improve their financial lives, offering automated savings, negotiating decreased bills and bank fees, canceling subscriptions, and delivering spending analysis.
- 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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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: ●●
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OpenFinance
HQ: United States
Website
- Description: Provider of a leading secondary market trading platform for digital securities and digital alternative assets, offering access to liquidity and investment opportunities in the $8.8 trillion alternative asset market, backed by industry veterans and key partnerships.
- 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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Aquis
HQ: United Kingdom
Website
- Description: Provider of pan-European cash equities trading via a subscription-based venue and platforms, including lit and dark order books, periodic auctions, and a large alternative closing auction. Offers lit continuous trading, Auction on Demand, and Market at Close. Through Aquis Technologies, develops and licenses high-performance exchange trading technology. Operates Aquis Stock Exchange for growth companies.
- 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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2.M&A buyers
2.1 Potential strategic acquirers in the sector
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2.2 - Strategic buyer groups for Praemium
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Buyer group 2: ████████ ████████
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Buyer group 3: ████████ ████████
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3. Investors and private equity firms
3.1 - Buyout funds investing in similar companies to Praemium
2.2 - Growth funds investing in similar companies to Praemium
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4 - Top valuation comps for Praemium
4.2 - Public trading comparable groups for Praemium
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