Snap Projections Overview

  • Year Founded
  • 2014

Year Founded

  • Status
  • Acquired/​Merged

  • Employees
  • 9

Employees

  • Latest Deal Type
  • M&A

  • Financing Rounds
  • 1

Snap Projections General Information

Description

Developer of financial planning software intended for financial advisors, planners and investment managers. The company offers comprehensive cash-flow planning, goals-based planning, automated recommendations, stress testing, retirement planning, accumulation and decumulation planning capabilities, thereby helping clients with their personalized financial plans and investments, even if markets fall.

Contact Information

Website
www.snapprojections.com
Ownership Status
Acquired/Merged
(Operating Subsidiary)
Financing Status
Corporate Backed or Acquired
Corporate Office
  • 100-4310 Sherwoodtowne Boulevard
  • Mississauga, Ontario L4Z 4C4
  • Canada
+1 (888)
Primary Industry
Financial Software
Parent Company
WealthBar
Vertical(s)
FinTech
Corporate Office
  • 100-4310 Sherwoodtowne Boulevard
  • Mississauga, Ontario L4Z 4C4
  • Canada
+1 (888)

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Snap Projections Valuation & Funding

Deal Type Date Amount Valuation/
EBITDA		 Post-Val Status Debt

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Snap Projections Comparisons

Description
Primary
Industry
HQ Location
Employees
Total Raised
Post Valuation
Last
Financing
Details
Developer of financial planning software intended for financial advisors, planners and investment managers. The company
Financial Software
Mississauga, Canada
9 As of 2024

Milwaukee, WI
 

Toronto, Canada
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Snap Projections Competitors (9)

One of Snap Projections’s 9 competitors is Advicent Solutions, a Private Equity-Backed company based in Milwaukee, WI.

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
Advicent Solutions Private Equity-Backed Milwaukee, WI
Razor Logic Systems Corporate Backed or Acquired Toronto, Canada
Planswell Venture Capital-Backed Toronto, Canada
Vestmark Venture Capital-Backed Wakefield, MA
MoneyGuide Formerly VC-backed Powhatan, VA
You’re viewing 5 of 9 competitors. Get the full list »

Snap Projections Signals

Growth Rate

Weekly
Growth
Weekly Growth

Size Multiple

Median
Size Multiple

Key Data Points

Similarweb Unique Visitors

Majestic Referring Domains

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Snap Projections FAQs

  • When was Snap Projections founded?

    Snap Projections was founded in 2014.

  • Where is Snap Projections headquartered?

    Snap Projections is headquartered in Mississauga, Canada.

  • What is the size of Snap Projections?

    Snap Projections has 9 total employees.

  • What industry is Snap Projections in?

    Snap Projections’s primary industry is Financial Software.

  • Is Snap Projections a private or public company?

    Snap Projections is a Private company.

  • What is Snap Projections’s current revenue?

    The current revenue for Snap Projections is .

  • Who are Snap Projections’s competitors?

    Advicent Solutions, Razor Logic Systems, Planswell, Vestmark, and MoneyGuide are some of the 9 competitors of Snap Projections.

  • When was Snap Projections acquired?

    Snap Projections was acquired on 16-Oct-2019.

  • Who acquired Snap Projections?

    Snap Projections was acquired by WealthBar.

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