About Clique Paraplanning
Clique Paraplanning is a company based in Australia founded in 2015 was acquired by Sequoia Capital in February 2024.. Clique Paraplanning offers products and services including Statements of Advice, Document Review, Record of Advice Preparation, Product Research, and Financial Projections. Clique Paraplanning operates in a competitive market with competitors including Fidelity Investments, Nordea, BNP Paribas, Investec and Generali, among others.
- Headquarter Australia
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Financial Services
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Products & Services of Clique Paraplanning
Clique Paraplanning offers a comprehensive portfolio of products and services, including Statements of Advice, Document Review, Record of Advice Preparation, Product Research, and Financial Projections. 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.
Creates comprehensive SOAs for financial advisers to save time.
Reviews documents for clarity and client understanding in finance.
Handles preparation for client financial portfolio rebalancing.
Assists financial advisers with product research needs.
Prepares documents to simplify financial projections for clients.
Funding Insights of Clique Paraplanning
| 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 |
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Investors in Clique Paraplanning
Clique Paraplanning has secured backing from 1 investor, including venture fund investors. Prominent investors backing the company include Sequoia Capital. 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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Sequoia Capital is engaged in venture capital investments.
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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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Startup ecosystems are ignited through strategic investments by Signite Partners.
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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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Investments & Acquisitions by Clique Paraplanning
| 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 - Clique Paraplanning
| 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 |
Clique Paraplanning Comparisons
Competitors of Clique Paraplanning
Clique Paraplanning 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 Fidelity Investments, Nordea, BNP Paribas, Investec and Generali, 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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Provider of brokerage accounts, retirement planning, wealth management, and trading platforms
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Nordea is recognized as a leading Nordic universal bank.
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Banking & financial service provider
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Global banking, investment, and wealth management services are offered worldwide.
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Diversified insurance and asset management services are offered globally.
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Wealth management, investment advisory, and financial services are provided.
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Multiple services are booked via an app-based platform.
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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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Frequently Asked Questions about Clique Paraplanning
When was Clique Paraplanning founded?
Clique Paraplanning was founded in 2015.
Where is Clique Paraplanning located?
Clique Paraplanning is headquartered in Australia.
What does Clique Paraplanning do?
Clique Paraplanning was established in 2015 as an Australian-based firm specializing in paraplanning within the financial services sector. Services focused on preparing Statements of Advice for financial advisers are offered. Operations are conducted primarily in Australia, supporting investment management and advisory needs. The company was recently acquired by Sequoia Financial Group, enhancing its position in the industry.
Who are the top competitors of Clique Paraplanning?
Clique Paraplanning's top competitors include Fidelity Investments, Investec and Aviva.
What products or services does Clique Paraplanning offer?
Clique Paraplanning offers Statements of Advice, Document Review, Record of Advice Preparation, Product Research, and Financial Projections.
Who are Clique Paraplanning's investors?
Clique Paraplanning has 1 investor. Key investors include Sequoia Capital.
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