Söderberg & Partners
PrivateLast Round
Private Equity
Jul 1, 2024
Total Funding Raised
$804.85M
Company Overview
Söderberg & Partners is a financial services company that provides independent pension advisory, insurance brokerage, and wealth management services to corporate and private clients.
Sector
FinTech
Verticals
Wealth Management, InsurTech, Financial Data, Compliance & Risk
Business Model
B2B
Customer Profile
Services & Consulting, Subscription SaaS
AI Layer
Non-AI
Keywords
Historical Pricing
Historical view of private secondary pricing and transaction trends.
Söderberg & Partners Comparables
Compare Söderberg & Partners with similar companies based on industry and business-model similarity.
| Company | Similarity | Market Cap |
|---|---|---|
| Grandhood | 51% | |
Söderberg & Partners Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Private Equity | Jul 1, 2024 | ||||
| Private Equity | Jun 26, 2023 | ||||
| Private Equity | Jun 1, 2021 | ||||
| Private Equity | Feb 8, 2019 |
Söderberg & Partners Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| TA Associates | Private Equity |
| KKR | Private Equity |
Market signals
Structured signals derived from secondary market and firmographic data.
- Jul 1, 2024
$285M round led by TA Associates and KKR.
- Jun 26, 2023
$218M round led by KKR
Söderberg & Partners Filings
SEC and related filings with document metadata.
| Typed | Date | Amount Offered | Amount Sold | Filling | Pages | Download |
|---|---|---|---|---|---|---|
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Frequently Asked Questions
Common questions about Söderberg & Partners's valuation, stock price, and market status.