24
Total deals
$1.4B
Total value
$176.4M
Avg deal
$669.0M
Largest
| # | Acquired | Date | Type | Status | Price | |
|---|---|---|---|---|---|---|
| 1 |
Center for Research in Security Prices
Center for Research in Security Prices specializes in storing databases for hist…
|
2025-09-23 | Acquisition | — | $375.0M | Deal → |
| 2 |
DealX
DealX is a platform that allows users to get, share and use data securely for st…
|
2025-03-04 | Acquisition | Pending | — | Deal → |
| 3 |
Lumonic
Lumonic provides a credit management platform that automates reporting and compl…
|
2025-03-04 | Acquisition | Pending | — | Deal → |
| 4 |
Praemium
Praemium provides investment platforms, portfolio administration and execution, …
|
2021-12-21 | Acquisition | Complete | $46.4M | Deal → |
| 5 |
Moorgate Benchmarks
Moorgate Benchmarks is a London, UK-based index company
|
2021-09-08 | Acquisition | Complete | — | Deal → |
| 6 |
Sustainalytics
Sustainalytics is an independent ESG and corporate governance research, ratings …
|
2020-04-23 | Acquisition | Complete | — | Deal → |
| 7 |
PlanPlus Global
PlanPlus Global is a financial-planning and risk-profiling software firm.
|
2020-03-04 | Acquisition | Complete | — | Deal → |
| 8 |
AdviserLogic
AdviserLogic is a financial services technology company.
|
2019-11-04 | Acquisition | Complete | — | Deal → |
| 9 |
DBRS
DBRS is an independent, privately held, globally recognized credit ratings agenc…
|
2019-05-30 | Acquisition | Complete | $669.0M | Deal → |
| 10 |
PitchBook
PitchBook offers financial data and tools on companies, deals, investors, and ma…
|
2016-10-14 | — | Complete | $225.0M | Deal → |
| 11 |
InvestSoft Technology
InvestSoft Technology, a provider of fixed-income analytics.
|
2016-05-31 | Acquisition | Complete | — | Deal → |
| 12 |
RightPond
The power to target, monitor and research plans and service providers, to reveal…
|
2016-03-31 | Acquisition | Complete | — | Deal → |
| 13 |
Total Rebalance Expert
Portfolio Rebalancing Software
|
2015-10-08 | Acquisition | Complete | — | Deal → |
| 14 |
HelloWallet
HelloWallet is a web and mobile app that provides financial and holistic guidanc…
|
2014-05-29 | Acquisition | Complete | $5.2M | Deal → |
| 15 |
ByAllAccounts
ByAllAccounts provides account data aggregation solutions for professional wealt…
|
2014-04-01 | Acquisition | Complete | — | Deal → |
| 16 |
Morningstar Danmark A/S
Morningstar Danmark A/S through its website provides investment information for …
|
2010-07-01 | — | Complete | — | Deal → |
| 17 |
O
Old Broad Street Research
Old Broad Street Research offers consultancy services and licensing of software …
|
2010-04-12 | Acquisition | Complete | $18.4M | Deal → |
| 18 |
Footnoted
It is a Financial Blog website.
|
2010-02-09 | — | Complete | — | Deal → |
| 19 |
Logical Information Machines
Logical Information Machines offers products for analyzing data.
|
2009-12-11 | Acquisition | Complete | $51.5M | Deal → |
| 20 |
Tenfore Systems
Tenfore Systems provides financial market data and technology solutions to finan…
|
2008-12-17 | — | Complete | $21.0M | Deal → |
| 21 |
10K Wizard
10K Wizard offers an integrated content enablement system for data gathering in …
|
2008-12-04 | — | Complete | — | Deal → |
| 22 |
Fundamental Data Limited
Fundamental Data is a provider of data on global closed-end and exchange traded-…
|
2008-10-03 | Acquisition | Complete | — | Deal → |
| 23 |
ibbotson
ibbotson provides investment consulting and advisory services.
|
2005-12-01 | Acquisition | Complete | — | Deal → |
| 24 |
mPower.com
Founded in 1995, mPower Advisors, L.L.C., a federally registered investment advi…
|
2003-05-30 | Acquisition | Complete | — | Deal → |