11
Total deals
$27.3B
Total value
$6.8B
Avg deal
$26.0B
Largest
| # | Acquired | Date | Type | Status | Price | |
|---|---|---|---|---|---|---|
| 1 |
The Family Wealth Alliance
The Family Wealth Alliance connects the multifamily wealth community.
|
2023-01-24 | Acquisition | Complete | — | Deal → |
| 2 |
Motif
Motif is a financial service company offering thematic investing to individual a…
|
2020-05-08 | Lbo | Complete | — | Deal → |
| 3 |
TD Ameritrade
TD Ameritrade is a finance company in online stock trading.
|
2019-11-25 | Acquisition | Complete | $26.0B | Deal → |
| 4 |
ThomasPartners Investment Management
ThomasPartners Strategies focus on a dividend income approach.
|
2012-10-16 | Acquisition | Complete | — | Deal → |
| 5 |
Schwab Compliance Technologies
Schwab Compliance Technologies provides cloud-based compliance automation softwa…
|
2011-11-16 | Acquisition | Complete | — | Deal → |
| 6 |
optionsXpress
OptionsXpress is a online brokerage firm owned by Charles Schwab.
|
2011-03-20 | Acquisition | Complete | $1.0B | Deal → |
| 7 |
Windhaven Investment Management
Windhaven Investment Management is a SEC-registered investment advisory firm ser…
|
2010-11-01 | Acquisition | Complete | $150.0M | Deal → |
| 8 |
C
CyberTrader
CyberTrader is a provider of trading platforms, trade executions, market tickers…
|
2007-12-10 | Acquisition | Complete | — | Deal → |
| 9 |
The 401(k) Company
401(k) has dedicated itself to providing retirement plan sponsors and employees …
|
2007-04-02 | Acquisition | Complete | $115.0M | Deal → |
| 10 |
SoundView Technology Group
SoundView Technology Group, Inc. operates as a technology-focused, research driv…
|
2003-11-19 | Acquisition | Complete | — | Deal → |
| 11 |
T
The Hampton Co
The Hampton Co., a defined benefit and defined contribution plan consultant.
|
1995-11-09 | Acquisition | Complete | — | Deal → |