About Aligned Capital Partners
Aligned Capital Partners is a company based in Burlington (Canada) founded in 2014 was acquired by CI Financial in August 2020.. Aligned Capital Partners offers products and services including Advisor Tools and Client Experience Platform. Aligned Capital Partners operates in a competitive market with competitors including Addepar, Altruist, sei, Avaloq and 360 One, among others.
- Headquarter Burlington, Canada
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Sectors
Technology
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Email
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Phone
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Website
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Social
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- Legal Name Aligned Capital Partners Inc.
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Annual Revenue
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Net Profit
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EBITDA
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Latest Funding Round
- Investors
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Employee Count
Employee Count
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Acquired by
CI Financial
(Aug 05, 2020)
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Products & Services of Aligned Capital Partners
Aligned Capital Partners offers a comprehensive portfolio of products and services, including Advisor Tools and Client Experience Platform. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.
Suite of resources for managing advisor businesses and client portfolios
Proactive solutions for enhancing client interactions and solutions
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Funding Insights of Aligned Capital Partners
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
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| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Investors in Aligned Capital Partners
Aligned Capital Partners has secured backing from 1 investor, including institutional investors. Prominent investors backing the company include CI Financial. This diverse investor base provides strategic capital, industry expertise, and valuable network connections that support the company's growth initiatives, market expansion, and long-term value creation.
| Investor | Description | Founded Year | Domain | Location |
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Wealth management and asset management advisory services are provided.
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Founded Year | Domain | Location |
| Investor | Description | Founded Year | Domain | Location |
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Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
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Founded Year | Domain | Location | |
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Startup ecosystems are ignited through strategic investments by Signite Partners.
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Founded Year | Domain | Location | |
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Venture capital is directed toward companies in multiple sectors.
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Venture capital is invested in cybersecurity, fintech, and AI startups.
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Founded Year | Domain | Location |
Investments & Acquisitions by Aligned Capital Partners
| Company Name | Description | Domain | Location | Founded Year | Amount |
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Bionic investment advisor platform
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2016 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 |
Financial Statements - Aligned Capital Partners
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
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| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Aligned Capital Partners Comparisons
Competitors of Aligned Capital Partners
Aligned Capital Partners operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Addepar, Altruist, sei, Avaloq and 360 One, among others. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.
| Company Name | Domain | Founded year | HQ Location | Description |
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| domain | founded_year | HQ Location |
Wealth management solutions are delivered for investment advisors.
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Portfolio management software for financial advisors
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Wealth and investment management solutions are offered to institutional investors.
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| domain | founded_year | HQ Location |
Cloud-based solutions for financial institutions are provided by Avaloq.
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| domain | founded_year | HQ Location |
Asset and wealth management software is provided for businesses.
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| domain | founded_year | HQ Location |
Digital private wealth management platform for individuals
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| Company Name | Domain | Founded year | HQ Location | Description |
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| domain | founded_year | HQ Location |
Multiple services are booked via an app-based platform.
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| domain | founded_year | HQ Location |
On-demand services are booked through an app-based platform.
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App based platform offering on demand delivery and ride-hailing services
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Operates an on-demand hyperlocal delivery app for food and groceries.
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Latest news on Aligned Capital Partners
Frequently Asked Questions about Aligned Capital Partners
When was Aligned Capital Partners founded?
Aligned Capital Partners was founded in 2014.
Where is Aligned Capital Partners located?
Aligned Capital Partners is headquartered in Burlington, Canada. It is registered at Burlington, Ontario, Canada.
What does Aligned Capital Partners do?
Aligned Capital Partners offers back-office solutions for wealth managers. It features tools for automation of client onboarding process, Vault for securing communication between advisors head office, Cyber IT hardware software for maintaining cybersecurity solutions, and Advisor Resources - a database to access guidances, documents, and other bulletins based on multiple client enquiries. Also, provides services to maintain client relationship management solutions.
Who are the top competitors of Aligned Capital Partners?
Aligned Capital Partners's top competitors include Addepar, Delta Capita and Altruist.
What products or services does Aligned Capital Partners offer?
Aligned Capital Partners offers Advisor Tools and Client Experience Platform.
Who are Aligned Capital Partners's investors?
Aligned Capital Partners has 1 investor. Key investors include CI Financial.