17
Total deals
$1.4B
Total value
$172.4M
Avg deal
$590.0M
Largest
| # | Acquired | Date | Type | Status | Price | |
|---|---|---|---|---|---|---|
| 1 |
Redi2
Redi2 Technologies is a leading provider of fee billing software to the global f…
|
2022-07-06 | Acquisition | Complete | — | Deal → |
| 2 |
401kplans.com
401kplans.com is utilize technology to bring process, efficiency and transparenc…
|
2022-06-01 | Acquisition | Complete | — | Deal → |
| 3 |
Truelytics
Truelytics is a SaaS business intelligence platform for wealth management enterp…
|
2022-05-11 | Acquisition | Complete | $20.7M | Deal → |
| 4 |
Harvest Savings & Wealth Technologies
Harvest Savings & Wealth Technologies is a provider of integrated savings and we…
|
2021-04-08 | Acquisition | Complete | — | Deal → |
| 5 |
Apprise Labs
Apprise Labs is a collaborative presentation tools for financial advisors.
|
2021-03-16 | Acquisition | — | — | Deal → |
| 6 |
FinBit.io
FinBit.io is an emerging financial data aggregation and analytics platform provi…
|
2020-02-25 | Acquisition | Complete | — | Deal → |
| 7 |
TXN
TXN is a web application for consumer spending analytics, competitive intelligen…
|
2019-08-23 | Acquisition | Complete | $91.8M | Deal → |
| 8 |
MoneyGuidePro
MoneyGuidePro® is the first collaborative internet-based financial planning soft…
|
2019-03-14 | Acquisition | Complete | $500.0M | Deal → |
| 9 |
FolioDynamix
FolioDynamix, a provider of integrated wealth management technology solutions.
|
2017-09-25 | Acquisition | Complete | — | Deal → |
| 10 |
Wheelhouse Analytics
Wheelhouse Analytics a technology company that provides data analytics, mobile s…
|
2016-10-10 | Acquisition | Complete | — | Deal → |
| 11 |
Castle Rock Innovations
Castle Rock Innovations is a provider of technology-based solutions for the reti…
|
2015-08-30 | Acquisition | Complete | — | Deal → |
| 12 |
Yodlee
Yodlee is a provider of financial applications that offers solutions for banks, …
|
2015-08-10 | Acquisition | Complete | $590.0M | Deal → |
| 13 |
Finance Logix
Finance Logix® provides financial planning software solutions to financial servi…
|
2015-05-06 | Acquisition | Complete | $32.5M | Deal → |
| 14 |
Upside
Upside Financial is an SEC-registered investment advisor providing brokerage ser…
|
2015-02-26 | Acquisition | Complete | — | Deal → |
| 15 |
Placemark Investments
Placemark Investments develops, implements, and supports wealth solutions,
|
2014-07-01 | Acquisition | Complete | $66.0M | Deal → |
| 16 |
Tamarac
Tamarac provides a suite of software tools and services to automate the process …
|
2012-02-16 | Acquisition | Complete | $54.0M | Deal → |
| 17 |
FundQuest Inc.
FundQuest Incorporated is a registered investment advisor based in Boston, MA. F…
|
2011-08-05 | Acquisition | Complete | $24.4M | Deal → |