Company profile: Kusske Financial
1.1 - Company Overview
Company description
- Provider of estate planning, education funding, retirement planning, life insurance, taxation, and investment planning 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 Kusske Financial
Siepe
HQ: United States
Website
- Description: Provider of cloud-managed services and a data analytics platform for asset managers, specializing in portfolio and data management, leveraging modular technology and flexible data solutions to deliver an IT-managed platform supporting institutional technology, services, and operational processes.
- 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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ShareBuilder 401k
HQ: United States
Website
- Description: Provider of 401(k) retirement plans and investment management for businesses and self-employed individuals, including Roth, Safe Harbor, Traditional, and Solo options. Services include monitoring investment rosters and model portfolios, dedicated Customer Success Managers, fiduciary plan management to support compliance, and tax benefits such as high contribution limits, credits, and deductible expenses.
- 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 ShareBuilder 401k company profile →
MFEX
HQ: Sweden
Website
- Description: Provider of an open-architecture fund distribution platform delivering automated fund trading, custody and sub-custody; reception and execution of orders; safekeeping and administration with cash and collateral management; foreign exchange services; rebate recovery and trail fee collection; fund documentation and updated information; and a digital due diligence and compliance platform, with single-point access via Euroclear FundsPlace.
- 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 MFEX company profile →
ActTrader
HQ: United States
Website
- Description: Provider of leading technology products and services, liquidity management solutions, and outstanding client service.
- 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 ActTrader company profile →
QwickBonds
HQ: United States
Website
- Description: Provider of a bond platform built to meet the specific investment needs of community financial institutions.
- 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 QwickBonds 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 Kusske Financial
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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 Kusske Financial
2.2 - Growth funds investing in similar companies to Kusske Financial
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4 - Top valuation comps for Kusske Financial
4.2 - Public trading comparable groups for Kusske Financial
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