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| Company | What they do | Location | Size | Hiring |
|---|---|---|---|---|
Softwareequitysoftwareequity.com |
SEG (Software Equity Group) is a sell-side M&A advisory firm that has guided hundreds of software, SaaS, and AI founders and CEOs | San Diego, California | 11-50 | — |
Generational Equitygenerational.com  JB RBBL |
Generational Equity is a full-service M&A advisory firm for privately held middle-market businesses, advising owners on stock or a | Richardson, Texas | 201-1000 | — |
Pontifaxpontifax.com |
— | — | — | |
Mercurymercury.com  IA DK ML |
Mercury is a fintech company that provides online business banking and financial workflow software for startups and small business | San Francisco, California | 1001-5000 | — |
Draper Jamesdraperjames.com JYPP  MM |
Draper James is a classic American lifestyle brand founded by Reese Witherspoon in May 2015, offering clothing, accessories, and h | New York, New York | 11-50 | — |
First Republicfirstrepublic.com HYNWRG |
First Republic is a financial services firm now part of JPMorgan Chase, committed to personalized client solutions backed by JPMor | San Francisco, California | 1001-5000 | — |
SVBsvb.com GRANJB |
Silicon Valley Bank (SVB), a division of First Citizens Bank founded in 1983, is a financial partner of the innovation economy ser | Santa Clara, California | 1001-5000 | — |
Fentin & Goldmangoldman.com |
Law Practice | Somers, New York | 51-200 | — |
Citigroupcitigroup.com GBMDSA |
Citi is a global investment bank and financial services firm headquartered in the United States, operating across more than 180 co | — | — | — |
Jpmorganjpmorgan.com  AY CW AT |
J.P. Morgan is a global financial services firm operating in more than 100 countries, offering commercial banking, global corporat | San Francisco, California | 1-10 | — |
Bank of Americabankofamerica.com TO  AJAC |
Bank of America is one of the world's largest financial institutions, serving individuals, small- and middle-market businesses, an | Charlotte, North Carolina | 5000+ | — |
Merrillmerrill.com |
Merrill is a wealth management and online investing platform offering personalized investing strategies, financial advice, and gui | San Mateo, California | 201-1000 | — |
Lehman Brothers Holdings Inc.lehman.com LBAIBK |
Lehman Brothers Holdings Inc. was a global financial-services firm that, until declaring bankruptcy in 2008, operated in investmen | Whippany, New Jersey | 1001-5000 | — |
Goldman Sachsgoldmansachs.com  TM FF CW |
Goldman Sachs is a 157-year-old global financial institution operating at the center of capital markets, delivering execution acro | New York, New York | 5000+ | — |
Barclaysbarclays.com JATMJH |
Barclays is a diversified banking group with a 330+ year history, operating through Barclays Group, Barclays Investment Bank, and | New York, New York | 5000+ | — |
Morgan Stanleymorganstanley.com |
Morgan Stanley is a global financial services firm with a 90-year history, operating in 42 countries to provide investment banking | New York, New York | 5000+ | — |
Allyally.com |
Ally Financial Inc. (NYSE: ALLY) is a leading digital financial services company and top 25 U.S. financial holding company offerin | Detroit, Michigan | 5000+ | — |
Hsbchsbc.com |
HSBC Holdings plc is a global banking group operating under the HSBC brand, offering online banking, corporate banking, and invest | — | — | — |
Ubsubs.com |
— | — | — | |
Charles Schwabschwab.com |
Charles Schwab is a financial services company offering brokerage and trading, banking, and retirement accounts, with Schwab Tradi | San Francisco, California | 5000+ | — |
Bettermentbetterment.com |
Betterment is an automated investing and financial planning platform that helps individuals grow money through goal-setting tools, | New York, New York | 201-1000 | — |
Deutschebankdeutschebank.com |
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Citibankcitibank.com |
Citi is a global banking and financial services company offering credit cards, personal banking, mortgages, personal loans, and bu | — | — | — |
Fidelityfidelity.com |
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Wells Fargowellsfargo.com |
Wells Fargo & Company (NYSE: WFC) is a diversified, community-based financial services company founded in 1852 and headquartered i | San Francisco, California | 5000+ | — |
Wealthfrontwealthfront.com |
Wealthfront is a robo-advisor financial services company that combines automated investing with high-yield cash management, offeri | Palo Alto, California | 201-1000 | — |
Vanguardvanguard.com |
Vanguard is a mutual fund, ETF, and retirement plan provider that has served investors for 50 years, combining time-tested investm | Valley Forge, Pennsylvania | 5000+ | — |
Credit Suissecredit-suisse.com |
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SEG (Software Equity Group) is a sell-side M&A advisory firm that has guided hundreds of software, SaaS, and AI founders and CEOs through high-stakes transactions for over 20 years, helping them maximize valuation through competition and deal execution.
Companies like Software Equity Group include Generational Equity, Pontifax, Mercury, Draper James, First Republic. See the full list of 24 competitors and alternatives above.
Software Equity Group has approximately 11-50 employees and is in the Investment Banking industry.
Software Equity Group is headquartered in San Diego, California.
Software Equity Group operates in the Investment Banking industry.
Key decision-makers and buying contacts at Software Equity Group are listed above, including leaders across executive, finance, sales and operations.