Xcout Intel
Davy Group competitors & alternatives
The 12 closest competitors and alternatives to Davy Group among asset management companies — ranked by similarity to what Davy Group actually does, not by market-cap band.
Subscribe to see Davy Group’s full profile → the full roster, investors in every round, weekly hiring history and every corporate event
About Davy Group
Davy Group provides wealth management, financial planning, and capital markets services to private clients, businesses, and institutional investors. Its offerings include investment advisory, retirement planning, corporate finance, mergers and acquisitions, and debt advisory solutions.
Davy Group at a glance
Davy Group is an asset management company headquartered in Ireland. Xcout tracks 10 named people at Davy Group, including Gavin Kelly (Chief Executive Officer, Davy & Wealth).
Davy Group leadership
- Gavin KellyChief Executive Officer, Davy & Wealth
- Karena O’SullivanChief Operating Officer
- Damian RoddyChief Financial Officer
- Caitríona O’KellyChief Risk & Regulatory Officer
- Donough KilmurrayChief Investment Officer
- Orla GrahamChief People Officer
4 more named people on record for Davy Group, with roles, board committees and tenure — see the full roster →
Top 12 Davy Group competitors
Ranked by semantic similarity — how close each company is to Davy Group by what it does, using Xcout's live company graph. Click any company for its full profile, or its competitor set.
Similar asset management company
D.A. Davidson & Co. is an employee-owned financial services firm providing wealth management, investment banking, equity research, capital markets, and public finance services. It serves individual and institutional investors, corporations, municipalities, and other organizations, primarily in the United States.
Similar asset management company
Rothschild & Co is a global financial services group providing investment banking, wealth management, asset management, and merchant banking services. It serves corporations, governments, institutional investors, individuals, and families across international markets.
Similar asset management company
Headquartered in Shenzhen, People's Republic of China, China Merchants Securities Co., Ltd. is a prominent financial services firm established in 1991. It delivers a comprehensive suite of investment and trading solutions to a diverse clientele, encompassing corporate entities, institutional investors, and individual clients across China. The company's operations are structured across four core divisions: Wealth Management and Institutional Business, Investment Banking, Investment Management, and Investment and Trading. Under its Wealth Management and Institutional Business arm, the firm offers strategic investment advice, personalized portfolio creation, product distribution, and asset allocation strategies. It also facilitates capital-based intermediary services, such as margin financing, securities lending, and stock repurchase agreements. Furthermore, this segment provides specialized services for institutional players like funds and insurance companies, including investment research, sales and trading support, and prime brokerage. The Investment Banking division specializes in a broad spectrum of services, from facilitating domestic and international equity and debt financing, to underwriting equity and bond issuances. It also handles structured financing arrangements, assists with Over-the-Counter (OTC) listings, advises on mergers and acquisitions (M&A), and provides general financial advisory expertise. Within Investment Management, the company provides diverse asset management solutions, including collective investment schemes, separately managed accounts, specialized asset management mandates, and comprehensive equity investment fund management. Finally, the Investment and Trading segment is actively involved in proprietary trading across various asset classes, such as equities, fixed-income instruments, commodities, foreign exchange, and alternative investments, including derivatives. This segment further provides Over-the-Counter (OTC) financial products, acts as a market maker, and offers insurance agency services.
Similar asset management company
Sequoia Financial Group Limited, an integrated financial services firm headquartered in Sydney, Australia, delivers a comprehensive suite of financial products and services. Primarily serving retail and wholesale clients, as well as professional service companies across Australia, the organization previously operated as MDS Financial Group Limited until its rebranding in December 2015. Sequoia conducts its operations through several key divisions: the Sequoia Licensees Services Group, Sequoia Professional Services Group, Sequoia Equity Markets Group, and Sequoia Direct Investment Group. The Licensees Services segment offers crucial licensing, support, and corporate advisory services—including merger and acquisition advice—to a diverse range of financial professionals such as accountants, financial planners, mortgage brokers, insurance advisors, equity market specialists, investment professionals, and corporate advisory units. This division also provides extensive operational support, covering compliance, marketing, coaching, educational resources, research, and technical assistance. Through its Professional Services group, Sequoia aids financial planners, licensed advisors, accountants, and legal practitioners with specialized offerings like self-managed super fund administration, general insurance brokerage, legal document creation, and company secretarial duties. Furthermore, Sequoia's Equity Markets and Direct Investment groups provide stockbroking and tailored investment solutions to institutional clients and advisor networks. They also supply investors with a range of media services, investment research, general financial guidance, and critical news, data, and analysis concerning managed funds, direct shares, and bonds.
Similar asset management company
Van Lanschot Kempen is a Netherlands-based independent wealth manager and investment bank serving high-net-worth individuals, entrepreneurs, family offices, and institutional investors. Its activities include private banking, asset management, investment management, and corporate finance and securities services.
Financial Services, Wealth Management
Merrill, previously known as Merrill Lynch, is the wealth management and investment management division of Bank of America. It offers a broad range of financial services, including investment advice, brokerage, and financial planning, to individuals and businesses globally.
Similar asset management company
ATON manages the capital of wealthy investors and provides wealth management services, investment funds, discretionary management, asset structuring, and financing backed by assets. The company also offers corporate finance, investment banking services, and market analysis for businesses and individual investors.
Asset Management (Securities)
Mirae Asset Securities Co., Ltd. is a South Korean financial-services company providing securities brokerage, investment banking, wealth management, trading, and related capital-markets services. It serves retail investors, corporations, and institutional clients in South Korea and internationally.
Similar asset management company
Kotak Securities is a financial services firm that provides stock broking, investment, and trading platforms for retail and institutional customers. It offers access to equities, mutual funds, futures and options, IPOs, commodities, and debt instruments, alongside research tools and calculators.
Financial Services
Forsyth Barr is a New Zealand-owned financial services firm providing investment advice, wealth management, and capital markets services.
Financial Services
Bell Potter is a full-service Australian stockbroking and financial advisory firm providing investment, corporate, and institutional services.
Investment Banking
Dawson James Securities, Inc. is a full-service investment firm offering financial services, brokerage, and investment banking across various industries.
Analyze another company
Search any company we track to see its competitive set.
Or describe a company
Paste a short paragraph describing a company or product — we'll find the most similar companies we track, scored 1–100.
See the full profile of Davy Group and its market
Funding, investors, tech stack, hiring signals, leadership and corporate events — for Davy Groupand every competitor above — in one live dashboard.
Subscribe to Xcout Intel →