46
Total deals
$3.9B
Total value
$350.2M
Avg deal
$2.5B
Largest
| # | Acquired | Date | Type | Status | Price | |
|---|---|---|---|---|---|---|
| 1 |
CQG
CQG is the industry leader for fast, accurate, and reliable market data and unri…
|
2026-02-06 | Acquisition | Complete | — | Deal → |
| 2 |
iJoin Success
iJoin Success is a financial services company that offers investments and retire…
|
2025-09-09 | Acquisition | Complete | — | Deal → |
| 3 |
Signal Agency
Signal Agency is a technology and services company working with brands in the ba…
|
2025-08-19 | Acquisition | Pending | — | Deal → |
| 4 |
Acolin
Acolin is a leading provider of cross-border fund distribution services.
|
2025-07-03 | Acquisition | Complete | — | Deal → |
| 5 |
CompSci Resources
CompSci Resources specializes in the preparation and processing of SEC filings f…
|
2024-07-01 | Acquisition | Complete | — | Deal → |
| 6 |
AdvisorTarget
AdvisorTarget offers data-driven marketing for Asset Management, Wealth Manageme…
|
2024-05-30 | Acquisition | Complete | — | Deal → |
| 7 |
K
Kyndryl - Securities Industry Services Business
Kyndryl - Securities Industry Services Business delivered market brokerage servi…
|
2024-05-13 | Acquisition | Complete | — | Deal → |
| 8 |
A
Alpha Omega
Alpha Omega is a market FIX-based post-trade solutions provider for the investme…
|
2021-08-02 | Acquisition | Complete | — | Deal → |
| 9 |
J
Jordan and Jordan (Execution Compliance and Surveillance Service Assets)
Jordan and Jordan (ECS) provides a combination of surveillance and regulatory re…
|
2021-07-06 | Acquisition | Complete | — | Deal → |
| 10 |
AdvisorStream
AdvisorStream is a Provider of a digital communication software.
|
2021-06-09 | Acquisition | Complete | — | Deal → |
| 11 |
Itiviti
Itiviti provides technology and services that enable financial institutions to c…
|
2021-03-29 | Acquisition | Complete | $2.5B | Deal → |
| 12 |
FundsLibrary
FundsLibrary is a digital platform supporting the life cycle of fund data, docum…
|
2020-01-21 | Acquisition | Complete | — | Deal → |
| 13 |
ClearStructure Financial Technology
ClearStructure Financial Technology provides web-based portfolio management and …
|
2019-11-20 | Acquisition | Complete | — | Deal → |
| 14 |
Fi360
Fi360 provides fiduciary-centric software tools, data analytics, and educational…
|
2019-10-10 | Acquisition | Complete | — | Deal → |
| 15 |
Shadow Financial Systems
Shadow Financial Systems is the developer of ShadowSuite, the leading global sec…
|
2019-10-01 | Acquisition | Complete | — | Deal → |
| 16 |
Financial Database Services
Broker Dealer Commission Processing and Compliance Platform.
|
2019-09-03 | Acquisition | Complete | — | Deal → |
| 17 |
RPM Technologies
RPM Technologies provides digital wealth management software solutions for banks…
|
2019-05-21 | Acquisition | Complete | $300.0M | Deal → |
| 18 |
Rockalltech
Rockall is an Irish company founded in 2000 to provide specialized banking book …
|
2019-05-01 | Acquisition | Complete | — | Deal → |
| 19 |
MackayWilliams LLP
MackayWilliams is a London-based mutual fund market analysis and research compan…
|
2018-06-07 | Acquisition | Complete | — | Deal → |
| 20 |
Broadridge Ireland Limited
Broadridge Ireland Limited connects broker-dealers, banks, mutual funds, and cor…
|
2018-05-09 | Acquisition | Complete | — | Deal → |
| 21 |
ActivePath
ActivePath is the developer of ActiveMail, an interactive email sender for marke…
|
2018-03-27 | Acquisition | Complete | — | Deal → |
| 22 |
Summit Financial Disclosure
Summit Financial Disclosure, a full-service financial document management soluti…
|
2017-10-02 | Acquisition | Complete | — | Deal → |
| 23 |
Spence Johnson Ltd
Spence Johnson Ltd, a provider of global institutional data and intelligence to …
|
2017-07-11 | Acquisition | Complete | — | Deal → |
| 24 |
Message Automation
Message Automation is a specialist provider of post-trade control solutions.
|
2017-03-09 | Acquisition | Complete | — | Deal → |
| 25 |
M&O Systems
M&O Systems is a provider of advisor compensation management solutions that help…
|
2016-11-04 | Acquisition | Complete | — | Deal → |
| 26 |
I
Inveshare-Technology
Inveshare-Technology provides voting technology to institutional investors.
|
2016-09-19 | Acquisition | Complete | $135.0M | Deal → |
| 27 |
D
DST Systems - North American Customer Communications
DST Systems - North American Customer Communications provider of customer commun…
|
2016-06-14 | Acquisition | Complete | $410.0M | Deal → |
| 28 |
4sight Financial Software Limited
4sight Financial Software is a leading provider of securities finance and collat…
|
2016-06-14 | Acquisition | Complete | — | Deal → |
| 29 |
Dojima
Dojima is a niche technology firm
|
2016-05-11 | Acquisition | Complete | — | Deal → |
| 30 |
Anetics
Anetics provides to clients with better ways to manage trade positions, inventor…
|
2016-02-05 | Acquisition | Complete | — | Deal → |
| 31 |
QED Financial Systems
QED Financial Systems, Inc. has been the innovator in investment management solu…
|
2015-11-10 | Acquisition | Complete | — | Deal → |
| 32 |
L
Lipper - Fiduciary Services & Competitive Intelligence Unit
Fiduciary Services & Competitive Intelligence Unit provides market intelligence …
|
2015-06-05 | Acquisition | Complete | — | Deal → |
| 33 |
Direxxis
Direxxis provides cloud-based marketing services.
|
2015-03-03 | Acquisition | Complete | — | Deal → |
| 34 |
TwoFour Systems LLC
TwoFour Systems LLC, a provider of real-time foreign exchange solutions for bank…
|
2015-01-05 | Acquisition | Complete | — | Deal → |
| 35 |
Emerald Connect
Emerald Connect provides marketing programs to the financial services industry.
|
2014-02-26 | Acquisition | Complete | $60.0M | Deal → |
| 36 |
Bonaire
Bonaire Software Solutions LLC develops enterprise software and technology solut…
|
2013-06-26 | Acquisition | Complete | — | Deal → |
| 37 |
P
Paladyne Systems
First of a kind cloud based Investment Management solution suite for Buy-Side Fi…
|
2011-10-01 | Acquisition | Complete | $80.0M | Deal → |
| 38 |
Forefield
Forefield develops software for online communication between financial instituti…
|
2010-12-02 | Acquisition | Complete | $19.5M | Deal → |
| 39 |
Matrix Financial Solutions
Matrix Financial Solutions, Inc. provides TrueOpen products and services for thi…
|
2010-11-23 | Acquisition | Complete | $201.0M | Deal → |
| 40 |
NewRiver
Broadridge is a provider of investor communications and technology-driven soluti…
|
2010-08-17 | Acquisition | Complete | $77.0M | Deal → |
| 41 |
City Networks Ltd
City Networks Ltd is a software and services provider of reconciliation, multi-a…
|
2010-06-21 | Acquisition | Complete | — | Deal → |
| 42 |
S
StockTrans
StockTrans is an industry stock transfer agent helping small and mid-cap compani…
|
2010-03-09 | Acquisition | Complete | — | Deal → |
| 43 |
Access Data
Financial Services Account Assistance
|
2009-05-21 | Acquisition | Complete | $45.0M | Deal → |
| 44 |
M
Manulife Securities
Manulife Securities is a pre-eminent financial organizations serving over 1,500 …
|
2009-01-05 | Acquisition | Complete | — | Deal → |
| 45 |
Investigo
Wealth Management Software
|
2008-07-30 | Acquisition | Complete | — | Deal → |
| 46 |
A
ADP Brokerage Services Group
Broadridge Investor Communication Solutions offers proxy mailing, vote processin…
|
2006-01-01 | Acquisition | Complete | $3.0M | Deal → |