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Söderberg & Partners

Söderberg & Partners

Private

Last 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

pension advisoryinsurance brokeragewealth managementemployee benefitsfinancial advisoryrisk managementasset managementfinancial analysisinsurtechfintechindependent financial advisorcorporate benefitswealth managerpension consultantinsurance broker

Historical Pricing

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Söderberg & Partners Comps

Public and private peers based on sector, stage, and business model.

Söderberg & Partners comps — public and private peers by sector, stage, and business model
CompanyStatusEst. ValuationRev Multiple
OpenAIPrivate$86.0B~40x
CoherePrivate$5.0B--
Competitor 1Public$XX.XBXXx
Competitor 2Public$XX.XBXXx

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Söderberg & Partners Funding Rounds

Historical fundraising activity

Data table
RoundDateAmount RaisedValuationInvestorsSources
Private EquityJul 1, 2024
Private EquityJun 26, 2023
Private EquityJun 1, 2021
Private EquityFeb 8, 2019

Söderberg & Partners Investors

Notable investors and investment history

Söderberg & Partners investors
InvestorRounds
TA AssociatesPrivate Equity
KKRPrivate Equity

Söderberg & Partners Filings

SEC and related filings with document metadata.

Data table
TypedDateAmount OfferedAmount SoldFillingPagesDownload
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Söderberg & Partners Filings

SEC and related filings with document metadata.

Frequently Asked Questions

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Firmographic Details

HeadquartersStockholm
Year Founded2004
Last FundingJul 1, 2024

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