| # | Acquired | Date | Type | Status | Price | |
|---|---|---|---|---|---|---|
| 1 |
Blueprint Income
Blueprint Income is a financial service company that offers a pension-like produ…
|
2021-02-08 | Acquisition | Complete | — | Deal → |
| 2 |
Great American Insurance Group
Great American Insurance Group is an insurance company that specializes in in pr…
|
2021-01-27 | Acquisition | Complete | $3.5B | Deal → |
| 3 |
Flourish
Flourish is a fintech platform for registered investment and financial advisers.
|
2020-12-14 | Acquisition | Complete | — | Deal → |
| 4 |
Viability Advisory Group
Viability Advisory Group helps companies mitigate liability for retirement age e…
|
2015-11-16 | Acquisition | Complete | — | Deal → |