Company profile: MyAdvocate
1.1 - Company Overview
Company description
- Provider of machine-learning-driven estate and financial planning solutions, including personalized financial planning, automated investing with portfolio management and rebalancing, budgeting tools, DIY tax filing via Column Tax, creation of legally valid wills and trusts with customization and privacy options, and employer financial wellness tools such as equity management and financial education.
Products and services
- Estate Planning: Architects legally valid wills, trusts, and estate documents with customization and privacy options, using a machine-learning-assisted process to manage estates and finances
- Investing: Delivers automated, algorithmic portfolio management and re-balancing aligned to individual risk tolerance, with no advisory fees
- Financial Planning: Offers personalized guidance for financial decisions—budgeting, saving, and investing—delivered by CFP-certified planners who tailor recommendations to individual needs
Key contacts
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Financial details
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1.2 - Competitors and similar companies to MyAdvocate
Upside Software
HQ: Canada
Website
- Description: Provider of contract management software; an IT company that develops and markets contract management software.
- 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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Foundation Software
HQ: United States
Website
- Description: Provider of next-generation software solutions for large law firms, enabling them to leverage collective intelligence by transforming data on clients, matters, people, and parties into functional information. Offers integrated applications for legal document drafting and comparison, AI contract analysis, deal management, OCR to searchable PDFs, PDF creation/review, and business intelligence.
- 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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Cole Valley Software
HQ: United States
Website
- Description: Provider of CRM solutions that help firms acquire and retain clients by ensuring the right people get the right communication at the right time. Offers business analytics, opportunity/pipeline management tools, and integration with accounting systems and Outlook. Supported by easy-to-use tools and a highly experienced support team to drive adoption and ROI.
- 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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Catalyst
HQ: United States
Website
- Description: Provider of litigation support software and hosted document repositories, offering Catalyst CR, a hosted search, review, and analytics platform for litigation support, regulatory compliance, and document-intensive matters, and Catalyst XE, which provides a central repository for the case and matter.
- 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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Lean Industries
HQ: Canada
Website
- Description: Provider of software for managing disputed financial transactions, offering AdjustmentHub, case management software that standardizes and automates handling across payment types, and NetworkHub, standardized interfaces with payment networks to automate the dispute management process.
- 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 Lean Industries 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 MyAdvocate
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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 MyAdvocate
2.2 - Growth funds investing in similar companies to MyAdvocate
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4 - Top valuation comps for MyAdvocate
4.2 - Public trading comparable groups for MyAdvocate
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