About Snap Projections
Snap Projections is a company based in Edmonton (Canada) founded in 2014 was acquired by WealthBar in October 2019. Snap Projections operates in a competitive market with competitors including Planful, Iress, Modern Wealth Management, Wealthpilot and Link Group, among others.
- Headquarter Edmonton, Canada
- SectorsTechnology
- Email••••••••
- Website snapprojections.com
- Social LinkedIn Facebook
- Acquired by WealthBar (Oct 2019)
Investors in Snap Projections
Snap Projections has secured backing from 1 investor. Prominent investors backing the company include WealthBar.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Online portfolio management and financial advisory services are offered. | 2012 | wealthbar.com | Vancouver, Canada |
Investor details for Snap Projections
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
- Complete investor list
- Round participation
- Investor portfolios
- Co-investor network
Verified entity values are shown only after access is granted.
Timeline of Snap Projections
2 dated milestones of Snap Projections across 5 years, from founding to its latest funding, stage changes and deals.
- Founded Snap Projections is founded.
- Exit Acquired by WealthBar.
Competitors of Snap Projections
Snap Projections 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 Planful, Iress, Modern Wealth Management, Wealthpilot and Link Group, among others.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| planful.com | 2000 | Redwood, United States | $71.65M | 191 | Cloud-based financial planning and advisory solutions are provided for businesses. | |
| iress.com | 1993 | Melbourne, Australia | – | – | Wealth management solutions are provided online for financial markets. | |
| modwm.com | 2023 | Lenexa, United States | $200M | 101 | Wealth management services are provided to clients by the firm. | |
| wealthpilot.com | 2010 | Munich, Germany | $12.61M | 57 | SaaS-based financial advisory & planning solutions | |
| linkgroup.com | 2005 | Sydney, Australia | – | 989 | Retirement and superannuation solutions are provided, including investments and pensions. | |
| iralogix.com | 2015 | Doral, United States | $48.38M | – | Financial planning software for IRA recordkeeping is offered. | |
| advizr.com | 2013 | New York, United States | $9.67M | 23 | Financial Planning Software for advisors | |
| asset-map.com | 2008 | Philadelphia, United States | $7.5M | 26 | Cloud-based practice management solution for financial advisors is offered. | |
| rightcapital.com | 2012 | New Haven, United States | $3.32M | 35 | Financial planning and tax planning solutions provider for financial advisors | |
| abaka.io | 2016 | San Francisco, United States | – | – | Patients' clinical and financial aspects are managed via healthcare platform. |
Detailed competitors of Snap Projections
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
- Full competitor set
- Operating metrics
- Benchmarks
- Competitive positioning
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Web traffic of Snap Projections
The website of Snap Projections (snapprojections.com) receives about 39.5K visits a month.
- Monthly visits39.5K
▲ 104.2% vs previous month
Websites whose visitors overlap most with Snap Projections. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| financialplanningassociation.org | 100% | – | #422,746 | View details | |
| nuveen.com | 100% | 243.4K | #195,970 | View details | |
| actuary.org | 60% | – | #454,057 | View details | |
| plansponsor.com | 60% | – | #747,780 | View details | |
cadesky.com | cadesky.com | 60% | – | #1,419,961 | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
All 7 similar websites and full traffic analytics for Snap Projections
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- 7 similar websites
- Audience overlap
- Engagement analytics
- Traffic by brand
Verified entity values are shown only after access is granted.
Latest news on Snap Projections
Complete news archive for Snap Projections
Full article history, source details, and older brand coverage require an active premium plan.
- Full article archive
- Source and publication date
- Older coverage
- Brand-specific news history
Verified entity values are shown only after access is granted.
Similar companies to Snap Projections
10 companies that operate in the same segment as Snap Projections (Investment & Financial Technology), ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Commission-free trading and investment services are provided by Robinhood. | 2013 | Menlo Park, California, United States | USD 5.73 B | USD 2.98 B | 2,300 | |
Online exchange platform for cryptocurrency | 2017 | Ta Xbiex, Malta | USD 2.02 B | – | – | |
Online social trading platform for cryptocurrency, stocks, ETFs, and CFDs | 2007 | Tel Aviv, Israel | USD 422.94 M | USD 925.73 M | – | |
Financial data and investment advisory tools are offered online. | 1984 | Chicago, Illinois, United States | USD 91 M | USD 351.25 K | 6 | |
App-based brokerage stock trading platform | 1996 | Mumbai, Maharashtra, India | USD 38.41 M | USD 548.9 M | 3,830 | |
App-based platform for spare change investment | 2012 | Irvine, California, United States | USD 587.84 M | – | – | |
Smart investment portfolios are offered via an online platform. | 2015 | Bengaluru, Karnataka, India | USD 121.05 M | USD 635.51 K | 231 | |
App-based automated investment and retirement planning platform | 2010 | New York, New York, United States | USD 335 M | – | – | |
Money Forward is engaged in providing financial technology solutions. | 2012 | Minato, Tokyo, Japan | USD 42.9 M | USD 322.51 M | 2,600 | |
Wealth management solutions are delivered for investment advisors. | 2009 | Mountain View, California, United States | USD 759.1 M | – | – |
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Frequently Asked Questions about Snap Projections
Snap Projections was founded in 2014.
Snap Projections is headquartered in Edmonton, Canada. It is registered at Edmonton, Alberta, Canada.
Snap Projections was founded in 2014 in Edmonton, Canada, within the financial software sector. Retirement planning tools are provided for advisors, enabling data entry and the creation of financial projections. Future scenarios are simulated to assess outcomes. Client education on financial choices is supported, and customized reports are generated for review. Operations focus on simplifying advisor workflows in the retirement planning field.
Snap Projections has 1 investor. Key investors include WealthBar.
Yes. Snap Projections was acquired by WealthBar in October 2019.