22
Total deals
$60.1B
Total value
$12.0B
Avg deal
$58.0B
Largest
| # | Acquired | Date | Type | Status | Price | |
|---|---|---|---|---|---|---|
| 1 |
WealthOS
WealthOS is an API, enterprise, core wealth management platform built that accel…
|
2026-01-22 | Acquisition | Complete | — | Deal → |
| 2 |
First Republic Bank
First Republic offers banking for individuals and businesses, wealth management …
|
2023-05-01 | Acquisition | Complete | — | Deal → |
| 3 |
Aumni
Aumni is an investment analytics platform that offers a solution that VC firms u…
|
2023-03-22 | Acquisition | Complete | — | Deal → |
| 4 |
Figg
Figg is a card-linked marketing company that enables brands to market to consume…
|
2022-07-01 | Acquisition | Complete | — | Deal → |
| 5 |
J.P. Morgan Workplace Solutions
From stock plan administration and financial education to wealth building and be…
|
2022-03-15 | — | Complete | — | Deal → |
| 6 |
FROSCH
FROSCH is a travel & tourism company specializing in leisure and corporate trave…
|
2022-02-17 | Acquisition | Complete | — | Deal → |
| 7 |
Frank Financial Aid
Frank is a financial platform that helps college students manage their financial…
|
2021-09-21 | Acquisition | Complete | $175.0M | Deal → |
| 8 |
The Infatuation
The Infatuation is a website, app, newsletter, and recommendation platform that …
|
2021-09-09 | Acquisition | Complete | — | Deal → |
| 9 |
Nutmeg
Nutmeg is an online investment service that specializes in investments, ISAs and…
|
2021-06-17 | Acquisition | Complete | — | Deal → |
| 10 |
c
cxLoyalty Group-Global Loyalty business
cxLoyalty Group-Global Loyalty business is a provider of Loyalty Technology Solu…
|
2020-12-28 | Acquisition | Complete | — | Deal → |
| 11 |
InstaMed
InstaMed simplifies healthcare payments for providers.
|
2019-05-17 | Acquisition | Complete | — | Deal → |
| 12 |
WePay
WePay is an online payment service company that provides secure and comprehensiv…
|
2017-10-17 | Acquisition | Complete | $400.0M | Deal → |
| 13 |
J.P. Morgan Cazenove
J.P. Morgan Cazenove is a leading investment bank focused on mergers & acquisiti…
|
2009-11-19 | Acquisition | Complete | — | Deal → |
| 14 |
Washington Mutual
Washington Mutual is a savings bank holding company providing consumer banking a…
|
2008-09-26 | Acquisition | Complete | — | Deal → |
| 15 |
Bear Stearns
Bear Stearns is an investment banking, securities trading and brokerage firm.
|
2008-03-17 | Acquisition | Complete | — | Deal → |
| 16 |
Xspand
Xspand is a provider of revenue solutions that focuses on purchasing, servicing …
|
2008-03-01 | Lbo | Complete | — | Deal → |
| 17 |
Xign Corporation
Xign Corporation provides financial settlement solutions that help automate the …
|
2007-05-17 | Acquisition | Complete | — | Deal → |
| 18 |
Collegiate Funding Services
Collegiate Funding is a vertically integrated education finance company that mar…
|
2005-12-15 | Acquisition | Complete | — | Deal → |
| 19 |
Neovest Holdings
Neovest Holdings an independently operated technology company providing a compre…
|
2005-06-23 | Acquisition | Complete | — | Deal → |
| 20 |
Vastera
A leading provider of web-based software products and services that facilitate i…
|
2005-01-07 | Acquisition | Complete | $129.0M | Deal → |
| 21 |
Bank One
Bank One is a Chicago-based multibank holding company providing many banking and…
|
2004-01-15 | Merge | Complete | $58.0B | Deal → |
| 22 |
Hambrecht & Quist
Hambrecht & Quist is an investment bank that focuses on the technology and inter…
|
1999-09-28 | Acquisition | Complete | $1.4B | Deal → |