Insignia Financial Acquisition, Valuation & Financials

Angel One Ltd is a retail broking house in India. It is a technology-led financial services company providing broking and advisory services, margin funding, loans against shares, and financial product distribution to clients under the brand Angel Broking. Broking and allied services are offered online and on a digital platform.

StashAway is a Singapore-headquartered digital wealth manager using its proprietary ERAA framework for risk-managed portfolios across stocks, bonds, and alternatives. Available in Singapore, Malaysia, and Hong Kong since 2016, it serves retail investors with automated rebalancing to adapt to economic regimes. The platform manages multi-asset strategies including ESG funds and fixed-income products.

Rathbones Group PLC provides investment and wealth management services to private clients, charities, trustees, and professional partners. The group also provides other banking, financial advisory, tax, legal, and trust services. Alongside investment management services, the company provides unit trust and multi-asset fund products sold through intermediaries to the retail sector.

GoFintech Quantum Innovation Ltd Formerly GoFintech Innovation Ltd is a cross-border financial service platform based in Hong Kong backed by the Greater Bay Area. The company's reportable and operating segments are; Securities brokerage and margin financing, Corporate finance, Money lending, Consultancy and Insurance brokerage, Asset management, and Equity investment. It generates maximum revenue from the Securities brokerage and margin financing segment which engages in securities brokerage and margin financing in Hong Kong. Geographically, the company derives a majority of its revenue from Hong Kong and the rest from the People's Republic of China.

iFAST Corp Ltd is an investment holding company. It is engaged in the development of software, marketing of unit trusts, exchange-traded funds, listed stocks, debt securities, and Singapore government securities through websites and acting as an investment advisor, dealer, and custodian in the securities. The company operates through geographic segments are Singapore, Hong Kong, Malaysia, United Kingdom, and China. The Singapore region generates maximum revenue for the company. iFAST receives revenue in the form of commissions and fees.

Copper is a London-headquartered custody and trading platform for institutional digital assets. It safeguards over $5 billion in client assets including Bitcoin and Ethereum using multi-party computation wallets and air-gapped storage. The ClearLoop network facilitates off-exchange settlement with exchanges like Binance and Coinbase Prime, while its lending service offers uncollateralized loans.

Addepar is a wealth management platform aggregating data for over four trillion dollars in assets across more than 800 firms in 30 countries. Used by advisors for portfolio analysis, reporting, and Marketplace access to alternative investments, it integrates with over 100 partners. Offices span Silicon Valley, New York City, Salt Lake City, Chicago, London, and Edinburgh.

Aditya Birla Sun Life AMC Ltd principally acts as an investment manager to Aditya Birla Sun Life Mutual Fund and Aditya Birla Real Estate Funds (Category II). It also provides Portfolio Management Services (PMS) and investment advisory services to offshore funds and high-net-worth investors. Geographically, the company derives its key revenue within India and the rest from outside India.

Guaranty Trust Holding Co PLC is a multinational financial institution that provides individuals, businesses, private and public institutions across Africa and the United Kingdom with a broad range of market key financial products and services. The company has six reportable segments: Corporate banking which Incorporates current accounts, deposits, overdrafts, loans and other credit facilities, Commercial banking which Incorporates current accounts, deposits, overdrafts, loans and other credit facilities, Business banking which Incorporates current accounts, deposits, overdrafts, loans and other credit facilities, Retail banking which Incorporates private banking services, private customer current accounts, savings deposits, SME banking and Public sector.

Guotai Junan International Holdings Ltd is an investment holding company with its subsidiaries engaged in providing financial services. The company operates in five segments: corporate finance, which provides advisory services, placing & underwriting services of debts and equity securities; institutional investor services segment offers market-making, investments, structured product solutions, lending, and other services; wealth management segment provides financial services and solutions to individual investors & small to medium-sized businesses and institutions; investment management is engaged in asset management and fund management services and also includes investment in funds, debts, and equity securities; and Others segment. The vast majority of its revenue comes from Hong Kong.

Prime Capital Financial is a US wealth management firm offering retirement planning, investment advisory, and employee wellness programs. Headquartered in Los Angeles, California, the company serves high-net-worth individuals and corporate retirement plans with fiduciary services. Prime Capital Financial provides model portfolios, tax optimization, and ESG investing through its RIA platform.

Scalable Capital is a Munich-headquartered neobroker offering commission-free ETF trading and robo-advisory for retail investors across Germany. Founded in 2014, the platform manages 5 billion euros in assets with automated portfolios and prime brokerage for institutions. Scalable Capital partners with BlackRock for index funds and operates via Gettex exchange connectivity.

Techcom Securities JSC is a securities firm known for its startup culture and WealthTech innovations. The company is focusing on investment and asset management products for middle-class clients, leveraging Techcombank's branch network and building online distribution channel. The company provides provide diverse investment support products and services such as stocks, derivatives, warrants, and managing open-end funds and real estate funds.

Webull Corp is a digital investment platform built upon a next-generation globally infrastructure services. It strives to be the platform of choice for a new generation of investors by creating an efficient, low-cost, and easy-to-use investment platform. The company distinguishes itself from other investment service providers by offering a mobile-first user experience, a broad range of investment products, and extensive functionality constructed to help its customers build wealth over time. The company arms each customer with the tools it needs to develop into what it refers to as an informed investor - one who understands the market and has the confidence to succeed as an investor. The Webull platform originally provided users with free access to market data and analytical tools.

AMP, originally established as the Australian Mutual Provident Society, is a financial services provider in Australia and New Zealand. The firm’s offerings span across wealth platforms, superannuation products, along with banking services like home loans and savings accounts through AMP Bank. Previously, AMP had a global investment management division under its subsidiary, AMP Capital, which managed a range of asset classes; an insurance business, AMP Life; as well as a financial advice business. These businesses were sold to various institutions throughout 2020-2024 as part of AMP's simplification program.

M1 Holdings delivers a personal finance platform combining automated investing, borrowing, and spending tools. Chicago-headquartered, it manages over 6 billion dollars in assets for hundreds of thousands of users through features like high-interest checking, low-cost margin loans, and cash-back Visa debit and credit cards. Recognized by Investopedia as best for sophisticated investors and low costs in 2022, plus Money's top robo-advisor in 2021, the app holds over 35,000 five-star reviews on App Store and Google Play.

360 One Wam Ltd is a holding company to its subsidiaries engaged in wealth and asset management services, including financial asset distribution, broking, lending, credit, and investment solutions, and asset and portfolio management. Its business segments are Wealth Management segment comprises the distribution of financial products, advisory, broking, and research, discretionary and non-discretionary portfolio management services, corporate treasury solutions, estate planning, and Other; and Asset Management segment generally comprises management of pooled funds under various products and structures such as mutual funds, alternative asset funds, portfolio management and related activities, including advisory, offshore spanning public, and Other.

Fundamental is a San Francisco-headquartered alternative asset manager specializing in municipal bonds and public infrastructure investments. Launched in 2018, it advises on $2 billion in community assets, targeting special situations like charter schools and affordable housing in California and Texas.