Like PowerAdvisor

closed 12/2/2015 via PR Web

PowerAdvisor, acquired PowerAdvisor

synopsis: Total Rebalance Expert, the largest, independently owned rebalancing software company in the RIA industry, announced the sale of the Total Portfolio Expert portfolio management system to Andrew Kehoe, a long-standing, key employee. Kehoe will acquire TPX, become its Chief Executive Officer and will re-brand TPX to its former name, PowerAdvisor.
buyer: PowerAdvisor
PowerAdvisor is a robust, cloud-based portfolio management and investment accounting platform. Aggregating data from multiple sources, PowerAdvisor provides advisors and their clients with a complete picture of their investments. "
target parent: Morningstar, Inc.
target: PowerAdvisor
PowerAdvisor is a robust, cloud-based portfolio management and investment accounting platform. Aggregating data from multiple sources, PowerAdvisor provides advisors and their clients with a complete picture of their investments.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 3/17/2021 via BNC Analysis

BTG Pactual, acquired Kinvo

synopsis: BTG Pactual, a global investment bank, asset manager and wealth manager, has acquired Kinvo, a Brazilian provider of investment management software. Kinvo offers a mobile solution that enables investors to control their investments and improve their performance. Their software features solutions for portfolio management, product analysis, and more.
buyer: BTG Pactual (BOVESPA:BPAC3:$1,263.03)
BTG Pactual is a global investment bank, asset manager, and wealth manager with a dominant franchise in Latin America. BTG Pactual provides a range of financial services to a global client base that includes corporations, institutional investors, governments and high net worth individuals. "
target: Kinvo
Kinvo is a Brazilian provider of investment management software. Kinvo offers a mobile solution that enables investors to control their investments and improve their performance. Their software features solutions for portfolio management, product analysis, asset sensitivity, and more.
price ($mm)
$13
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 12/22/2020 via Company Press Release

Alter Domus, acquired Credit Vision Limited

synopsis: Luxembourg provider of integrated solutions for the alternative investment industry, Alter Domus has acquired Credit-Vision Limited, a London-based fintech. Credit-Vision is a data and analytics platform for corporate credit investors that streamlines and modernizes portfolio management.
buyer parent: Permira
buyer: Alter Domus
Luxembourg-based Alter Domus is a leading provider of integrated solutions for the alternative investment industry. Alter Domus offers fund administration, corporate services, depositary services, transfer pricing, domiciliation, and management company services. "
target: Credit Vision Limited
Based in the UK, Credit-Vision is award-winning web-based middle and front office technology platform that provides portfolio management and financial analysis to private debt investors and debt capital markets participants including banks, CLO, and other managers.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 3/9/2020 via GlobeNewswire

Nasdaq, Inc., acquired Solovis, LLC

synopsis: Nasdaq, a leading global provider of trading, clearing, exchange technology, listing, information and public company services, has acquired Solovis, a privately-held financial technology company offering multi-asset class portfolio management, analytics and reporting tools across public and private markets.
buyer: Nasdaq, Inc. (NasdaqGS:NDAQ:$5,926.00)
Nasdaq is a leading global provider of trading, clearing, exchange technology, listing, information and public company services. Through its diverse portfolio of solutions, Nasdaq enables customers to plan, optimize and execute their business vision with confidence. "
target: Solovis, LLC
Solovis is a multi-asset class, multi-currency portfolio management and reporting solution for endowments, foundations, pensions, OCIOs and family offices. Solovis offers a flexible, robust platform created to generate detailed analysis and dynamic data modeling.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
announced 7/17/2019 via PR Newswire

Croesus Finasoft, Inc., will acquire softTarget

synopsis: Croesus, Canada's leading portfolio management solutions provider has announced that it has entered into an agreement to acquire softTarget, Montreal-based firm specializing in end-to-end portfolio rebalancing through its iBalance software.
buyer: Croesus Finasoft, Inc.
Headquartered in Canada, Croesus is a FinTech offering cutting-edge, easy to use, and highly secure wealth management solutions. They draw on expertise and know-how to provide products and services tailored to the needs of the financial services industry. "
target: softTarget
Headquartered in Canada, softTarget has evolved with artificial intelligence to become an intuitive, leading edge, virtual assistant. Their software iBalance continues to evolve as they incorporate new industry practices and investment management methodologies, as well as the feedback from clients.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
announced 4/10/2019 via Company Press Release

Deutsche Börse Group, will acquire Axioma, Inc.

synopsis: Deutsche Börse AG, one of the world’s leading exchange organizations, will acquire Axioma, Inc., a leading provider of multi-asset class portfolio and risk management software solutions. Axioma delivers proprietary solutions and data services offerings to over 400 leading asset managers, asset owners, sell-side participants and hedge funds.
buyer: Deutsche Börse Group (XTRA:DB1:$4,444.63)
Deutsche Börse Group is one of the largest exchange organisations worldwide. It organises markets characterised by integrity, transparency and safety for investors who invest capital and for companies that raise capital. "
target: Axioma, Inc.
Axioma is the leading provider of innovative risk-management and portfolio-construction solutions to financial institutions worldwide. With an emphasis on innovation, service and open-platform technology, Axioma gives its clients more choice, greater flexibility and increased performance.
price ($mm)
$850
rev ($mm)
$100
EBITDA ($mm)
EV / rev
8.5x
EV / EBITDA
announced 4/20/2018 via BNC Analysis

Ion Group, will acquire Fidessa group plc

synopsis: Ion Investment Group has agreed to buy UK rival Fidessa, with the British Fidessa trading technology group accepting a higher offer and switching its recommendation from a bid by Switzerland’s Temenos. Fidessa provides software and services for investment management systems, analytics and market data, serving both the buy-side and sell-side.
buyer: Ion Group
Based in Ireland, ION provides mission-critical trading and workflow automation software solutions to financial institutions, central banks, governments and corporations. They design solutions that improve decision-making, simplify complex processes, and empower people. "
target: Fidessa group plc (LSE:FDSA:$493.58)
Fidessa, which listed on the London Stock Exchange in 1997, provides software and services for investment management systems, analytics and market data, serving both the buy-side and sell-side. Its products include an order management system for equity markets.
price ($mm)[EV]
$2,152 [$2,020]
rev ($mm)
$505
EBITDA ($mm)
$94
EV / rev
4.0x
EV / EBITDA
21.4x
cancelled 4/20/2018 via BNC Analysis

Temenos Group AG, cancelled an acquisition of Fidessa group plc

synopsis: Ion Investment Group has agreed to buy UK rival Fidessa, with the British trading technology group accepting a higher offer and switching its recommendation from a bid by Switzerland’s Temenos. Fidessa provides software and services for investment management systems.
buyer: Temenos Group AG (SWX:TEMN:$901.75)
Temenos Group AG, headquartered in Geneva, is a market leading software provider, partnering with banks and other financial institutions to transform their businesses and stay ahead of a changing marketplace. Over 2,000 firms across the globe rely on Temenos to process the daily transactions. "
target: Fidessa group plc (LSE:FDSA:$493.58)
Fidessa, which listed on the London Stock Exchange in 1997, provides software and services for investment management systems, analytics and market data, serving both the buy-side and sell-side. Its products include an order management system for equity markets.
price ($mm)[EV]
$1,993 [$1,863]
rev ($mm)
$497
EBITDA ($mm)
$92
EV / rev
3.8x
EV / EBITDA
20.2x
closed 1/2/2018 via BusinessWire

Envestnet, Inc., acquired FolioDynamix

synopsis: Envestnet, a leading provider of intelligent systems for wealth management and financial wellness, announced that it has acquired FolioDynamix, a provider of integrated wealth management technology solutions. FolioDynamix provides an end-to-end technology solution paired with a suite of advisory tools.
buyer: Envestnet, Inc. (ENV:$998.23)
Envestnet, Inc. is a leading provider of intelligent systems for wealth management and financial wellness. Envestnet's unified technology enhances advisor productivity and strengthens the wealth management process. Envestnet empowers enterprises to fully understand their clients. "
target parent: Actua Corporation
target: FolioDynamix
FolioDynamix is leading the evolution of the wealth management experience, with an end-to-end technology solution paired with a suite of advisory tools including model portfolios, research, and overlay management services.
price ($mm)
$195
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 7/23/2015 via PR Newswire

Ipreo Holdings LLC, acquired iLevel Solutions

synopsis: Ipreo, a global leader of data, market intelligence and productivity solutions to capital markets and corporate professionals, announced the acquisition of iLEVEL. The company is a leading portfolio monitoring, analytics and transparency platform for global private capital markets.
buyer parent: Blackstone Group LP
buyer: Ipreo Holdings LLC
Ipreo is a leading global provider of financial services technology, data and analytical services, supporting all participants in the capital-raising process, including sell-side professionals, finance officers at private and public companies, institutional investors, and asset managers. "
target: iLevel Solutions
Whether it is for portfolio assessment, valuations, investor reporting, on-demand insight into the operating metrics of a specific asset, or cash transaction monitoring, iLEVEL is the platform of choice for the private capital industry.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 11/7/2013 via PR Web

Total Rebalance Expert, acquired PowerAdvisor

synopsis: Total Rebalance Expert (TRX) announced the acquisition of PowerAdvisor’s portfolio management software suite from Cornerstone Revolutions. The combination of TRX’s industry leading portfolio rebalancing platform with PowerAdvisor’s portfolio management system will create a complete and integrated portfolio management solution.
buyer: Total Rebalance Expert
Total Rebalance Expert (TRX)® is a rebalancing software solution for RIAs who use Schwab PortfolioCenter® and who adhere to Modern Portfolio Theory. The program is designed to bring portfolio management to a new level through a simple yet powerful investment allocation analysis software. "
target: PowerAdvisor
PowerAdvisor is a portfolio management system owned by software development firm, Cornerstone Revolutions, which a specializes in applications for financial professionals.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 3/1/2011 via PR Newswire

Misys plc, acquired Sophis

synopsis: Misys plc, the global application software and services company, has announced the completion of its acquisition of Sophis. Sophis provides cross-asset and fully integrated portfolio and risk management solutions for the buy-side and the sell-side community.
buyer: Misys plc
Misys provides innovative, integrated solutions for the financial services industry. Misys employs over 3,500 people worldwide who serve over 1,200 banking customers in over 120 countries, including every one of the world's top 50 banks. "
target parent: Advent International Corporation
target: Sophis
Sophis provides cross-asset and fully integrated portfolio and risk management solutions for the buy-side and the sell-side community. The company’s philosophy is to design flexible, open, and scalable solutions that are used today by more than 70 leading financial institutions worldwide.
price ($mm)
$375
rev ($mm)
$106
EBITDA ($mm)
EV / rev
3.5x
EV / EBITDA
closed 12/2/2009 via BusinessWire

Interactive Data Corporation, purchased Online Financial Solutions Business from Dow Jones & Company, Inc.

synopsis: Interactive Data Corporation, a leading provider of financial market data, analytics and related solutions, announced the closing of its acquisition of the data and tools assets of Dow Jones & Company, Inc.’s Online Financial Solutions business.
buyer parent: Pearson plc
buyer: Interactive Data Corporation
Interactive Data Corporation is a leading global provider of financial market data, analytics and related solutions to financial institutions, active traders and individual investors. "
seller parent: News Corporation
seller: Dow Jones & Company, Inc. (:$1,769.69)
Dow Jones & Company is a leading provider of global business news and information services. Its Consumer Media Group publishes The Wall Street Journal, Barron's, MarketWatch and the Far Eastern Economic Review.
price ($mm)
$14
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 2/26/2009 via BusinessWire

Calypso Technology Inc, acquired Codefarm

synopsis: Calypso Technology Inc, a leading global provider of an integrated trading application suite to the capital markets industry, announced that it has acquired Codefarm’s portfolio construction and management platform known as Galapagos. The terms of the purchase transaction were not disclosed.
buyer: Calypso Technology Inc
Calypso is a global application software provider that delivers an integrated suite of trading applications to the capital markets industry. Over 90 top tier customers, including seven of the top ten global banks, use the Calypso Trading and Risk Management Platform. "
target: Codefarm
Codefarm Software Limited provides asset selection and portfolio construction solutions for the investment banks and hedge fund managers. It offers Galapagos Manager and Galapagos Structurer.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 9/2/2008 via PR Newswire

Morningstar, Inc., acquired Financial Computer Support

synopsis: Morningstar, Inc., a leading provider of independent investment research, today announced it has completed its previously announced acquisition of Financial Computer Support, Inc., a leading provider of practice management software for independent advisors.
buyer: Morningstar, Inc. (MORN:$1,244.10)
Morningstar provides data on more than 300,000 investment offerings, including stocks, mutual funds, and similar vehicles, along with real-time global market data on more than 4 million equities, indexes, futures, options, and commodities, in addition to foreign exchange and Treasury markets. "
target: Financial Computer Support
Financial Computer Support, Inc. has been providing practice management software solutions to financial professionals for more than two decades. The company's flagship product, dbCAMS+, is a scalable portfolio management system that supports office automation.
price ($mm)
$4.93
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
announced 7/16/2008 via BusinessWire

BlackRock, Inc., will acquire Impact Investing

synopsis: BlackRock, Inc. will acquire Impact Investing, a Sydney, Australia based software development company specializing in equity portfolio management and analytical software tools. Impact will be fully integrated into BlackRock Solutions.
buyer: BlackRock, Inc. (BLK:$13,880.00)
BlackRock® is a premier provider of global investment management, risk management and advisory services to institutional and retail clients around the world. "
target: Impact Investing
Impact Investing Pty, Ltd. operates as a software development company. The company specializes in developing analytical software tools for equity portfolio managers that aid them in their day to day role of managing money, constructing portfolios, and communicating their conclusions and results.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 3/5/2008 via Company Press Release

SunGard Data Systems Inc., acquired Advanced Portfolio Technologies

synopsis: SunGard has acquired Advanced Portfolio Technologies, Inc., a leading global provider of risk management systems and portfolio optimization software for asset managers, hedge funds, pension funds, broker/dealers and proprietary traders.
buyer: SunGard Data Systems Inc.
SunGard is a global leader in software and processing solutions for financial services, higher education and the public sector. SunGard also helps information-dependent enterprises of all types to ensure the continuity of their business. "
target: Advanced Portfolio Technologies
Advanced Portfolio Technologies, Inc. develops and distributes market and credit-risk models and software applications. The company provides risk and performance products for understanding market, credit, and liquidity risks, as well as portfolio construction and performance analysis.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 9/20/2007 via BusinessWire

Sopra Group, acquired Business Architects International N.V.

synopsis: Sopra Group and Business Architects Internationa finalised today the acquisition by Sopra Group of BAI’s activities in Europe. This acquisition reinforces the Group’s European positioning in the financial services sector.
buyer: Sopra Group (ENXTPA:SOP:$5,053.57)
A leader in the European consulting and IT services market, Sopra Group generated revenue of €897.7 million in 2006 and has a human and intellectual resource potential of over 10,000 people. "
target: Business Architects International N.V.
Business Architects International N.V. provides software solutions for mortgage and consumer lending operations to financial institutions in Western Europe. It offers a diverse suite of software products for loan applications processing, decision-making process and management of loan applications.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 7/18/2007 via Bloomberg

Advent International Corporation, acquired Sophis

synopsis: Advent International, the global private equity firm, announced the acquisition of a majority stake in Sophis, a leading provider of cross-asset, front-to-back portfolio and risk management solutions. The value of the transaction has not been disclosed.
buyer: Advent International Corporation
Advent International has one of the world's largest and most experienced private equity teams, with over 100 investment professionals in 15 countries. As an active, hands-on investor, we apply our resources, expertise and experience to help management teams achieve their growth objectives. "
target: Sophis
Sophis provides cross-asset and fully integrated portfolio and risk management solutions for the buy-side and the sell-side community. The company’s philosophy is to design flexible, open, and scalable solutions that are used today by more than 70 leading financial institutions worldwide.
price ($mm)
rev ($mm)
$66
EBITDA ($mm)
EV / rev
0.0x
EV / EBITDA
closed 1/12/2007 via Company Press Release

TD Ameritrade Holding Corporation, acquired iRebal

synopsis: TD Ameritrade announced that its ThinkTech Inc. subsidiary has acquired iRebal, a company founded by Gobind Daryanani in association with three leading planning firms whose portfolio rebalancing program is used by wealth managers. Terms of the acquisition were not announced, but Daryanani will continue to oversee the development of iRebal.
buyer: TD Ameritrade Holding Corporation (AMTD:$3,605.00)
TD AMERITRADE Holding Corporation, through its brokerage subsidiaries, provides a dynamic balance of investment products and services that make it the investment firm of choice for millions of retail investor and independent registered investment advisor (RIA) clients. "
target: iRebal
iRebal is a rule-based application that automatically generates trade recommendations for multiple-account level rebalancing and cash management. It was developed through the joint efforts of three major advisory firms in an effort to improve the efficiency of their rebalancing efforts.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 12/2/2015 via PR Web

PowerAdvisor, acquired PowerAdvisor

synopsis: Total Rebalance Expert, the largest, independently owned rebalancing software company in the RIA industry, announced the sale of the Total Portfolio Expert portfolio management system to Andrew Kehoe, a long-standing, key employee. Kehoe will acquire TPX, become its Chief Executive Officer and will re-brand TPX to its former name, PowerAdvisor.
buyer: PowerAdvisor
PowerAdvisor is a robust, cloud-based portfolio management and investment accounting platform. Aggregating data from multiple sources, PowerAdvisor provides advisors and their clients with a complete picture of their investments. "
target parent: Morningstar, Inc.
target: PowerAdvisor
PowerAdvisor is a robust, cloud-based portfolio management and investment accounting platform. Aggregating data from multiple sources, PowerAdvisor provides advisors and their clients with a complete picture of their investments.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 11/7/2013 via PR Web

Total Rebalance Expert, acquired PowerAdvisor

synopsis: Total Rebalance Expert (TRX) announced the acquisition of PowerAdvisor’s portfolio management software suite from Cornerstone Revolutions. The combination of TRX’s industry leading portfolio rebalancing platform with PowerAdvisor’s portfolio management system will create a complete and integrated portfolio management solution.
buyer: Total Rebalance Expert
Total Rebalance Expert (TRX)® is a rebalancing software solution for RIAs who use Schwab PortfolioCenter® and who adhere to Modern Portfolio Theory. The program is designed to bring portfolio management to a new level through a simple yet powerful investment allocation analysis software. "
target: PowerAdvisor
PowerAdvisor is a portfolio management system owned by software development firm, Cornerstone Revolutions, which a specializes in applications for financial professionals.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 12/2/2015 via PR Web

PowerAdvisor, acquired PowerAdvisor

synopsis: Total Rebalance Expert, the largest, independently owned rebalancing software company in the RIA industry, announced the sale of the Total Portfolio Expert portfolio management system to Andrew Kehoe, a long-standing, key employee. Kehoe will acquire TPX, become its Chief Executive Officer and will re-brand TPX to its former name, PowerAdvisor.
buyer: PowerAdvisor
PowerAdvisor is a robust, cloud-based portfolio management and investment accounting platform. Aggregating data from multiple sources, PowerAdvisor provides advisors and their clients with a complete picture of their investments. "
target parent: Morningstar, Inc.
target: PowerAdvisor
PowerAdvisor is a robust, cloud-based portfolio management and investment accounting platform. Aggregating data from multiple sources, PowerAdvisor provides advisors and their clients with a complete picture of their investments.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 11/7/2013 via PR Web

Total Rebalance Expert, acquired PowerAdvisor

synopsis: Total Rebalance Expert (TRX) announced the acquisition of PowerAdvisor’s portfolio management software suite from Cornerstone Revolutions. The combination of TRX’s industry leading portfolio rebalancing platform with PowerAdvisor’s portfolio management system will create a complete and integrated portfolio management solution.
buyer: Total Rebalance Expert
Total Rebalance Expert (TRX)® is a rebalancing software solution for RIAs who use Schwab PortfolioCenter® and who adhere to Modern Portfolio Theory. The program is designed to bring portfolio management to a new level through a simple yet powerful investment allocation analysis software. "
target: PowerAdvisor
PowerAdvisor is a portfolio management system owned by software development firm, Cornerstone Revolutions, which a specializes in applications for financial professionals.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 12/2/2015 via PR Web

PowerAdvisor, acquired PowerAdvisor

synopsis: Total Rebalance Expert, the largest, independently owned rebalancing software company in the RIA industry, announced the sale of the Total Portfolio Expert portfolio management system to Andrew Kehoe, a long-standing, key employee. Kehoe will acquire TPX, become its Chief Executive Officer and will re-brand TPX to its former name, PowerAdvisor.
buyer: PowerAdvisor
PowerAdvisor is a robust, cloud-based portfolio management and investment accounting platform. Aggregating data from multiple sources, PowerAdvisor provides advisors and their clients with a complete picture of their investments. "
target parent: Morningstar, Inc.
target: PowerAdvisor
PowerAdvisor is a robust, cloud-based portfolio management and investment accounting platform. Aggregating data from multiple sources, PowerAdvisor provides advisors and their clients with a complete picture of their investments.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 3/17/2021 via BNC Analysis

BTG Pactual, acquired Kinvo

synopsis: BTG Pactual, a global investment bank, asset manager and wealth manager, has acquired Kinvo, a Brazilian provider of investment management software. Kinvo offers a mobile solution that enables investors to control their investments and improve their performance. Their software features solutions for portfolio management, product analysis, and more.
buyer: BTG Pactual (BOVESPA:BPAC3:$1,263.03)
BTG Pactual is a global investment bank, asset manager, and wealth manager with a dominant franchise in Latin America. BTG Pactual provides a range of financial services to a global client base that includes corporations, institutional investors, governments and high net worth individuals. "
target: Kinvo
Kinvo is a Brazilian provider of investment management software. Kinvo offers a mobile solution that enables investors to control their investments and improve their performance. Their software features solutions for portfolio management, product analysis, asset sensitivity, and more.
price ($mm)
$13
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 12/22/2020 via Company Press Release

Alter Domus, acquired Credit Vision Limited

synopsis: Luxembourg provider of integrated solutions for the alternative investment industry, Alter Domus has acquired Credit-Vision Limited, a London-based fintech. Credit-Vision is a data and analytics platform for corporate credit investors that streamlines and modernizes portfolio management.
buyer parent: Permira
buyer: Alter Domus
Luxembourg-based Alter Domus is a leading provider of integrated solutions for the alternative investment industry. Alter Domus offers fund administration, corporate services, depositary services, transfer pricing, domiciliation, and management company services. "
target: Credit Vision Limited
Based in the UK, Credit-Vision is award-winning web-based middle and front office technology platform that provides portfolio management and financial analysis to private debt investors and debt capital markets participants including banks, CLO, and other managers.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 3/9/2020 via GlobeNewswire

Nasdaq, Inc., acquired Solovis, LLC

synopsis: Nasdaq, a leading global provider of trading, clearing, exchange technology, listing, information and public company services, has acquired Solovis, a privately-held financial technology company offering multi-asset class portfolio management, analytics and reporting tools across public and private markets.
buyer: Nasdaq, Inc. (NasdaqGS:NDAQ:$5,926.00)
Nasdaq is a leading global provider of trading, clearing, exchange technology, listing, information and public company services. Through its diverse portfolio of solutions, Nasdaq enables customers to plan, optimize and execute their business vision with confidence. "
target: Solovis, LLC
Solovis is a multi-asset class, multi-currency portfolio management and reporting solution for endowments, foundations, pensions, OCIOs and family offices. Solovis offers a flexible, robust platform created to generate detailed analysis and dynamic data modeling.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
announced 7/17/2019 via PR Newswire

Croesus Finasoft, Inc., will acquire softTarget

synopsis: Croesus, Canada's leading portfolio management solutions provider has announced that it has entered into an agreement to acquire softTarget, Montreal-based firm specializing in end-to-end portfolio rebalancing through its iBalance software.
buyer: Croesus Finasoft, Inc.
Headquartered in Canada, Croesus is a FinTech offering cutting-edge, easy to use, and highly secure wealth management solutions. They draw on expertise and know-how to provide products and services tailored to the needs of the financial services industry. "
target: softTarget
Headquartered in Canada, softTarget has evolved with artificial intelligence to become an intuitive, leading edge, virtual assistant. Their software iBalance continues to evolve as they incorporate new industry practices and investment management methodologies, as well as the feedback from clients.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
announced 4/10/2019 via Company Press Release

Deutsche Börse Group, will acquire Axioma, Inc.

synopsis: Deutsche Börse AG, one of the world’s leading exchange organizations, will acquire Axioma, Inc., a leading provider of multi-asset class portfolio and risk management software solutions. Axioma delivers proprietary solutions and data services offerings to over 400 leading asset managers, asset owners, sell-side participants and hedge funds.
buyer: Deutsche Börse Group (XTRA:DB1:$4,444.63)
Deutsche Börse Group is one of the largest exchange organisations worldwide. It organises markets characterised by integrity, transparency and safety for investors who invest capital and for companies that raise capital. "
target: Axioma, Inc.
Axioma is the leading provider of innovative risk-management and portfolio-construction solutions to financial institutions worldwide. With an emphasis on innovation, service and open-platform technology, Axioma gives its clients more choice, greater flexibility and increased performance.
price ($mm)
$850
rev ($mm)
$100
EBITDA ($mm)
EV / rev
8.5x
EV / EBITDA
announced 4/20/2018 via BNC Analysis

Ion Group, will acquire Fidessa group plc

synopsis: Ion Investment Group has agreed to buy UK rival Fidessa, with the British Fidessa trading technology group accepting a higher offer and switching its recommendation from a bid by Switzerland’s Temenos. Fidessa provides software and services for investment management systems, analytics and market data, serving both the buy-side and sell-side.
buyer: Ion Group
Based in Ireland, ION provides mission-critical trading and workflow automation software solutions to financial institutions, central banks, governments and corporations. They design solutions that improve decision-making, simplify complex processes, and empower people. "
target: Fidessa group plc (LSE:FDSA:$493.58)
Fidessa, which listed on the London Stock Exchange in 1997, provides software and services for investment management systems, analytics and market data, serving both the buy-side and sell-side. Its products include an order management system for equity markets.
price ($mm)[EV]
$2,152 [$2,020]
rev ($mm)
$505
EBITDA ($mm)
$94
EV / rev
4.0x
EV / EBITDA
21.4x
cancelled 4/20/2018 via BNC Analysis

Temenos Group AG, cancelled an acquisition of Fidessa group plc

synopsis: Ion Investment Group has agreed to buy UK rival Fidessa, with the British trading technology group accepting a higher offer and switching its recommendation from a bid by Switzerland’s Temenos. Fidessa provides software and services for investment management systems.
buyer: Temenos Group AG (SWX:TEMN:$901.75)
Temenos Group AG, headquartered in Geneva, is a market leading software provider, partnering with banks and other financial institutions to transform their businesses and stay ahead of a changing marketplace. Over 2,000 firms across the globe rely on Temenos to process the daily transactions. "
target: Fidessa group plc (LSE:FDSA:$493.58)
Fidessa, which listed on the London Stock Exchange in 1997, provides software and services for investment management systems, analytics and market data, serving both the buy-side and sell-side. Its products include an order management system for equity markets.
price ($mm)[EV]
$1,993 [$1,863]
rev ($mm)
$497
EBITDA ($mm)
$92
EV / rev
3.8x
EV / EBITDA
20.2x
closed 1/2/2018 via BusinessWire

Envestnet, Inc., acquired FolioDynamix

synopsis: Envestnet, a leading provider of intelligent systems for wealth management and financial wellness, announced that it has acquired FolioDynamix, a provider of integrated wealth management technology solutions. FolioDynamix provides an end-to-end technology solution paired with a suite of advisory tools.
buyer: Envestnet, Inc. (ENV:$998.23)
Envestnet, Inc. is a leading provider of intelligent systems for wealth management and financial wellness. Envestnet's unified technology enhances advisor productivity and strengthens the wealth management process. Envestnet empowers enterprises to fully understand their clients. "
target parent: Actua Corporation
target: FolioDynamix
FolioDynamix is leading the evolution of the wealth management experience, with an end-to-end technology solution paired with a suite of advisory tools including model portfolios, research, and overlay management services.
price ($mm)
$195
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 7/23/2015 via PR Newswire

Ipreo Holdings LLC, acquired iLevel Solutions

synopsis: Ipreo, a global leader of data, market intelligence and productivity solutions to capital markets and corporate professionals, announced the acquisition of iLEVEL. The company is a leading portfolio monitoring, analytics and transparency platform for global private capital markets.
buyer parent: Blackstone Group LP
buyer: Ipreo Holdings LLC
Ipreo is a leading global provider of financial services technology, data and analytical services, supporting all participants in the capital-raising process, including sell-side professionals, finance officers at private and public companies, institutional investors, and asset managers. "
target: iLevel Solutions
Whether it is for portfolio assessment, valuations, investor reporting, on-demand insight into the operating metrics of a specific asset, or cash transaction monitoring, iLEVEL is the platform of choice for the private capital industry.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 11/7/2013 via PR Web

Total Rebalance Expert, acquired PowerAdvisor

synopsis: Total Rebalance Expert (TRX) announced the acquisition of PowerAdvisor’s portfolio management software suite from Cornerstone Revolutions. The combination of TRX’s industry leading portfolio rebalancing platform with PowerAdvisor’s portfolio management system will create a complete and integrated portfolio management solution.
buyer: Total Rebalance Expert
Total Rebalance Expert (TRX)® is a rebalancing software solution for RIAs who use Schwab PortfolioCenter® and who adhere to Modern Portfolio Theory. The program is designed to bring portfolio management to a new level through a simple yet powerful investment allocation analysis software. "
target: PowerAdvisor
PowerAdvisor is a portfolio management system owned by software development firm, Cornerstone Revolutions, which a specializes in applications for financial professionals.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 3/1/2011 via PR Newswire

Misys plc, acquired Sophis

synopsis: Misys plc, the global application software and services company, has announced the completion of its acquisition of Sophis. Sophis provides cross-asset and fully integrated portfolio and risk management solutions for the buy-side and the sell-side community.
buyer: Misys plc
Misys provides innovative, integrated solutions for the financial services industry. Misys employs over 3,500 people worldwide who serve over 1,200 banking customers in over 120 countries, including every one of the world's top 50 banks. "
target parent: Advent International Corporation
target: Sophis
Sophis provides cross-asset and fully integrated portfolio and risk management solutions for the buy-side and the sell-side community. The company’s philosophy is to design flexible, open, and scalable solutions that are used today by more than 70 leading financial institutions worldwide.
price ($mm)
$375
rev ($mm)
$106
EBITDA ($mm)
EV / rev
3.5x
EV / EBITDA
closed 12/2/2009 via BusinessWire

Interactive Data Corporation, purchased Online Financial Solutions Business from Dow Jones & Company, Inc.

synopsis: Interactive Data Corporation, a leading provider of financial market data, analytics and related solutions, announced the closing of its acquisition of the data and tools assets of Dow Jones & Company, Inc.’s Online Financial Solutions business.
buyer parent: Pearson plc
buyer: Interactive Data Corporation
Interactive Data Corporation is a leading global provider of financial market data, analytics and related solutions to financial institutions, active traders and individual investors. "
seller parent: News Corporation
seller: Dow Jones & Company, Inc. (:$1,769.69)
Dow Jones & Company is a leading provider of global business news and information services. Its Consumer Media Group publishes The Wall Street Journal, Barron's, MarketWatch and the Far Eastern Economic Review.
price ($mm)
$14
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 2/26/2009 via BusinessWire

Calypso Technology Inc, acquired Codefarm

synopsis: Calypso Technology Inc, a leading global provider of an integrated trading application suite to the capital markets industry, announced that it has acquired Codefarm’s portfolio construction and management platform known as Galapagos. The terms of the purchase transaction were not disclosed.
buyer: Calypso Technology Inc
Calypso is a global application software provider that delivers an integrated suite of trading applications to the capital markets industry. Over 90 top tier customers, including seven of the top ten global banks, use the Calypso Trading and Risk Management Platform. "
target: Codefarm
Codefarm Software Limited provides asset selection and portfolio construction solutions for the investment banks and hedge fund managers. It offers Galapagos Manager and Galapagos Structurer.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 9/2/2008 via PR Newswire

Morningstar, Inc., acquired Financial Computer Support

synopsis: Morningstar, Inc., a leading provider of independent investment research, today announced it has completed its previously announced acquisition of Financial Computer Support, Inc., a leading provider of practice management software for independent advisors.
buyer: Morningstar, Inc. (MORN:$1,244.10)
Morningstar provides data on more than 300,000 investment offerings, including stocks, mutual funds, and similar vehicles, along with real-time global market data on more than 4 million equities, indexes, futures, options, and commodities, in addition to foreign exchange and Treasury markets. "
target: Financial Computer Support
Financial Computer Support, Inc. has been providing practice management software solutions to financial professionals for more than two decades. The company's flagship product, dbCAMS+, is a scalable portfolio management system that supports office automation.
price ($mm)
$4.93
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
announced 7/16/2008 via BusinessWire

BlackRock, Inc., will acquire Impact Investing

synopsis: BlackRock, Inc. will acquire Impact Investing, a Sydney, Australia based software development company specializing in equity portfolio management and analytical software tools. Impact will be fully integrated into BlackRock Solutions.
buyer: BlackRock, Inc. (BLK:$13,880.00)
BlackRock® is a premier provider of global investment management, risk management and advisory services to institutional and retail clients around the world. "
target: Impact Investing
Impact Investing Pty, Ltd. operates as a software development company. The company specializes in developing analytical software tools for equity portfolio managers that aid them in their day to day role of managing money, constructing portfolios, and communicating their conclusions and results.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 3/5/2008 via Company Press Release

SunGard Data Systems Inc., acquired Advanced Portfolio Technologies

synopsis: SunGard has acquired Advanced Portfolio Technologies, Inc., a leading global provider of risk management systems and portfolio optimization software for asset managers, hedge funds, pension funds, broker/dealers and proprietary traders.
buyer: SunGard Data Systems Inc.
SunGard is a global leader in software and processing solutions for financial services, higher education and the public sector. SunGard also helps information-dependent enterprises of all types to ensure the continuity of their business. "
target: Advanced Portfolio Technologies
Advanced Portfolio Technologies, Inc. develops and distributes market and credit-risk models and software applications. The company provides risk and performance products for understanding market, credit, and liquidity risks, as well as portfolio construction and performance analysis.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 9/20/2007 via BusinessWire

Sopra Group, acquired Business Architects International N.V.

synopsis: Sopra Group and Business Architects Internationa finalised today the acquisition by Sopra Group of BAI’s activities in Europe. This acquisition reinforces the Group’s European positioning in the financial services sector.
buyer: Sopra Group (ENXTPA:SOP:$5,053.57)
A leader in the European consulting and IT services market, Sopra Group generated revenue of €897.7 million in 2006 and has a human and intellectual resource potential of over 10,000 people. "
target: Business Architects International N.V.
Business Architects International N.V. provides software solutions for mortgage and consumer lending operations to financial institutions in Western Europe. It offers a diverse suite of software products for loan applications processing, decision-making process and management of loan applications.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 7/18/2007 via Bloomberg

Advent International Corporation, acquired Sophis

synopsis: Advent International, the global private equity firm, announced the acquisition of a majority stake in Sophis, a leading provider of cross-asset, front-to-back portfolio and risk management solutions. The value of the transaction has not been disclosed.
buyer: Advent International Corporation
Advent International has one of the world's largest and most experienced private equity teams, with over 100 investment professionals in 15 countries. As an active, hands-on investor, we apply our resources, expertise and experience to help management teams achieve their growth objectives. "
target: Sophis
Sophis provides cross-asset and fully integrated portfolio and risk management solutions for the buy-side and the sell-side community. The company’s philosophy is to design flexible, open, and scalable solutions that are used today by more than 70 leading financial institutions worldwide.
price ($mm)
rev ($mm)
$66
EBITDA ($mm)
EV / rev
0.0x
EV / EBITDA
closed 1/12/2007 via Company Press Release

TD Ameritrade Holding Corporation, acquired iRebal

synopsis: TD Ameritrade announced that its ThinkTech Inc. subsidiary has acquired iRebal, a company founded by Gobind Daryanani in association with three leading planning firms whose portfolio rebalancing program is used by wealth managers. Terms of the acquisition were not announced, but Daryanani will continue to oversee the development of iRebal.
buyer: TD Ameritrade Holding Corporation (AMTD:$3,605.00)
TD AMERITRADE Holding Corporation, through its brokerage subsidiaries, provides a dynamic balance of investment products and services that make it the investment firm of choice for millions of retail investor and independent registered investment advisor (RIA) clients. "
target: iRebal
iRebal is a rule-based application that automatically generates trade recommendations for multiple-account level rebalancing and cash management. It was developed through the joint efforts of three major advisory firms in an effort to improve the efficiency of their rebalancing efforts.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA

Like PowerAdvisor


read more

PowerAdvisor

Kinvo

Credit Vision Limited

Solovis, LLC

softTarget

Axioma, Inc.

Fidessa group plc

Fidessa group plc

FolioDynamix

iLevel Solutions

PowerAdvisor

Sophis

Dow Jones & Company, Inc.

Codefarm

Financial Computer Support

Impact Investing

Advanced Portfolio Technologies

Business Architects International N.V.

Sophis

iRebal

read more

PowerAdvisor

PowerAdvisor

read more

PowerAdvisor

PowerAdvisor

read more

PowerAdvisor

Kinvo

Credit Vision Limited

Solovis, LLC

softTarget

Axioma, Inc.

Fidessa group plc

Fidessa group plc

FolioDynamix

iLevel Solutions

PowerAdvisor

Sophis

Dow Jones & Company, Inc.

Codefarm

Financial Computer Support

Impact Investing

Advanced Portfolio Technologies

Business Architects International N.V.

Sophis

iRebal

Geography
Matching Companies
Ticker: ASX:PPS
 
 
 
 
 
 
 
 
Praemium
Praemium
Preaemium is a specialist in the provision of portfolio administration services. Using leading edge technology to deliver cost-effective investment administration services, Præmium provides services to some of Australia’s leading financial institutions.
year
2014
rev ($mm)
$15.31
EBITDA ($mm)
$0.88
EBIT ($mm)
$0.60
Net Income ($mm)
Employees
85
  • drill down
  • watch
Ticker: CPSE:SIM
 
 
 
 
 
 
 
 
SimCorp A/S
SimCorp A/S
SimCorp provides investment and portfolio management software and services to the world’s leading investment managers, asset managers, fund managers, fund administrators, pension funds, insurance funds, and wealth managers.
year
2019
rev ($mm)
$444.13
EBITDA ($mm)
$126.41
EBIT ($mm)
$120.40
Net Income ($mm)
$90.84
Employees
1682
  • drill down
  • watch
Ticker: LSE:MCGN
 
 
 
 
 
 
 
 
Microgen Plc
Microgen Plc
Microgen Plc develops, implements and supports business-critical software. They solve problems involving data-intensive processes, automation of complex business processes, application of new business logic to existing systems, and enabling financial transactions across product and finance systems.
year
2018
rev ($mm)
$89.10
EBITDA ($mm)
$21.34
EBIT ($mm)
$17.37
Net Income ($mm)
$17.49
Employees
405
  • drill down
  • watch
Ticker: OTCPK:INVU
 
 
 
 
 
 
 
 
Investview, Inc
Investview, Inc
Investview, Inc. is a New Jersey-based diversified financial technology organization. The Company operates primarily through its wholly- and majority-owned subsidiaries, to provide financial products and services to accredited investors, self-directed investors and select financial institutions.
year
2020
rev ($mm)
$25.68
EBITDA ($mm)
($6.49)
EBIT ($mm)
($8.46)
Net Income ($mm)
Employees
22
  • drill down
  • watch
Ticker: ASX:REV
 
 
 
 
 
 
 
 
Real Estate Investar
Real Estate Investar
Real Estate Investar is an Australian provider of products and services for property investors. Real Estate Investar helps people to find, analyse and track investment properties. Their platform provides users with all the tools, data and information they need to invest in property successfully.
year
2019
rev ($mm)
$0.59
EBITDA ($mm)
($0.38)
EBIT ($mm)
($0.63)
Net Income ($mm)
Employees
0
  • drill down
  • watch
Ticker: TSE:3491
 
 
 
 
 
 
 
 
GA technologies Co., Ltd
GA technologies Co., Ltd
GA technologies is a Japanese developer of real estate mobile apps and websites. Their Renosy app allows users to search for apartments and condos in Japan. Their Renosy Insight app allows real estate investors to manage their portfolio, simulate purchases and sales, manage contracts and more.
year
2020
rev ($mm)
$438.74
EBITDA ($mm)
$17.91
EBIT ($mm)
$11.95
Net Income ($mm)
$4.45
Employees
347
  • drill down
  • watch
Ticker: MORN
 
 
 
 
 
 
 
 
Morningstar, Inc.
Morningstar, Inc.
Morningstar, Inc. is a leading provider of independent investment research in North America, Europe, Australia, and Asia. The company offers an extensive line of Internet, software, and print-based products and services for individuals, financial advisors, and institutions.
year
2020
rev ($mm)
$1,244.10
EBITDA ($mm)
$251.90
EBIT ($mm)
$184.60
Net Income ($mm)
$142.70
Employees
6896
  • drill down
  • watch
Ticker: 601519.SS
 
 
 
 
 
 
 
 
Shanghai Great Wisdom Co., Ltd.
Shanghai Great Wisdom Co., Ltd.
Great Wisdom provides services in the areas of financial database, real-time quotes transmission, real-time quotes reveal and investment analysis software, financial education system, information dissemination, Web and other areas of financial services platform.
year
2013
rev ($mm)
$92.77
EBITDA ($mm)
($76.41)
EBIT ($mm)
($68.57)
Net Income ($mm)
Employees
  • drill down
  • watch
Ticker: TSXV:ALY
 
 
 
 
 
 
 
 
AnalytixInsight
AnalytixInsight
AnalytixInsight Inc's Big Data Analytics platform helps transform data into narratives. Their flagship product Capital Cube provides high-quality financial research and content for investors, information providers, finance portals and media.
year
2016
rev ($mm)
$1.66
EBITDA ($mm)
($1.51)
EBIT ($mm)
($1.64)
Net Income ($mm)
Employees
  • drill down
  • watch
Ticker: ASX:IRE
 
 
 
 
 
 
 
 
IRESS Market Technology Limited
IRESS Market Technology Limited
IRESS Limited is an Australian software company specialising in the development of software systems and services for financial markets and wealth management.
year
2019
rev ($mm)
$292.95
EBITDA ($mm)
$66.10
EBIT ($mm)
$56.39
Net Income ($mm)
$37.49
Employees
2011
  • drill down
  • watch
Ticker: AIM:BRY
 
 
 
 
 
 
 
 
Brady plc
Brady plc
Brady plc is the leading provider of software solutions for global commodity trading. They offer a choice of trading and risk management applications designed to enable producers, financial organisations and trading companies to manage their commodity transactions in an integrated solution.
year
2017
rev ($mm)
$39.97
EBITDA ($mm)
($2.65)
EBIT ($mm)
($3.47)
Net Income ($mm)
Employees
253
  • drill down
  • watch
Ticker: SSNC
 
 
 
 
 
 
 
 
SS&C Technologies, Inc.
SS&C Technologies, Inc.
SS&C is a global provider of investment and financial software-enabled services and software focused exclusively on the global financial services industry.
year
2020
rev ($mm)
$4,669.30
EBITDA ($mm)
$1,685.20
EBIT ($mm)
$947.10
Net Income ($mm)
$456.90
Employees
22800
  • drill down
  • watch
Ticker: BLK
 
 
 
 
 
 
 
 
BlackRock, Inc.
BlackRock, Inc.
BlackRock is a global leader in investment management, risk management and advisory services for institutional and retail clients. They help clients around the world meet their goals and overcome challenges with a range of products that include separate accounts, mutual funds, iShares®, and more.
year
2019
rev ($mm)
$13,880.00
EBITDA ($mm)
$5,602.00
EBIT ($mm)
$5,300.00
Net Income ($mm)
$4,199.00
Employees
0
  • drill down
  • watch
Ticker: MKTX
 
 
 
 
 
 
 
 
MarketAxess Holdings, Inc.
MarketAxess Holdings, Inc.
MarketAxess operates a leading, institutional electronic trading platform delivering expanded liquidity opportunities, improved execution quality and significant cost savings across global fixed-income markets.
year
2020
rev ($mm)
$615.14
EBITDA ($mm)
$350.02
EBIT ($mm)
$321.32
Net Income ($mm)
$262.94
Employees
527
  • drill down
  • watch
Ticker: AIM:FDP
 
 
 
 
 
 
 
 
First Derivatives plc
First Derivatives plc
First Derivatives (FD) is a global technology provider with nearly 20 years of experience of working with some of the world’s largest finance, technology and energy institutions.
year
2017
rev ($mm)
$222.71
EBITDA ($mm)
$27.38
EBIT ($mm)
$21.19
Net Income ($mm)
$11.43
Employees
2000
  • drill down
  • watch
Ticker: ASX:PPS
 
 
 
 
 
 
 
 
Praemium
Praemium
Preaemium is a specialist in the provision of portfolio administration services. Using leading edge technology to deliver cost-effective investment administration services, Præmium provides services to some of Australia’s leading financial institutions.
year
2014
rev ($mm)
$15.31
EBITDA ($mm)
$0.88
EBIT ($mm)
$0.60
Net Income ($mm)
Employees
85
  • drill down
  • watch
Ticker: CPSE:SIM
 
 
 
 
 
 
 
 
SimCorp A/S
SimCorp A/S
SimCorp provides investment and portfolio management software and services to the world’s leading investment managers, asset managers, fund managers, fund administrators, pension funds, insurance funds, and wealth managers.
year
2019
rev ($mm)
$444.13
EBITDA ($mm)
$126.41
EBIT ($mm)
$120.40
Net Income ($mm)
$90.84
Employees
1682
  • drill down
  • watch
Ticker: LSE:MCGN
 
 
 
 
 
 
 
 
Microgen Plc
Microgen Plc
Microgen Plc develops, implements and supports business-critical software. They solve problems involving data-intensive processes, automation of complex business processes, application of new business logic to existing systems, and enabling financial transactions across product and finance systems.
year
2018
rev ($mm)
$89.10
EBITDA ($mm)
$21.34
EBIT ($mm)
$17.37
Net Income ($mm)
$17.49
Employees
405
  • drill down
  • watch
Ticker: OTCPK:INVU
 
 
 
 
 
 
 
 
Investview, Inc
Investview, Inc
Investview, Inc. is a New Jersey-based diversified financial technology organization. The Company operates primarily through its wholly- and majority-owned subsidiaries, to provide financial products and services to accredited investors, self-directed investors and select financial institutions.
year
2020
rev ($mm)
$25.68
EBITDA ($mm)
($6.49)
EBIT ($mm)
($8.46)
Net Income ($mm)
Employees
22
  • drill down
  • watch
Ticker: ASX:REV
 
 
 
 
 
 
 
 
Real Estate Investar
Real Estate Investar
Real Estate Investar is an Australian provider of products and services for property investors. Real Estate Investar helps people to find, analyse and track investment properties. Their platform provides users with all the tools, data and information they need to invest in property successfully.
year
2019
rev ($mm)
$0.59
EBITDA ($mm)
($0.38)
EBIT ($mm)
($0.63)
Net Income ($mm)
Employees
0
  • drill down
  • watch
Ticker: TSE:3491
 
 
 
 
 
 
 
 
GA technologies Co., Ltd
GA technologies Co., Ltd
GA technologies is a Japanese developer of real estate mobile apps and websites. Their Renosy app allows users to search for apartments and condos in Japan. Their Renosy Insight app allows real estate investors to manage their portfolio, simulate purchases and sales, manage contracts and more.
year
2020
rev ($mm)
$438.74
EBITDA ($mm)
$17.91
EBIT ($mm)
$11.95
Net Income ($mm)
$4.45
Employees
347
  • drill down
  • watch
Ticker: MORN
 
 
 
 
 
 
 
 
Morningstar, Inc.
Morningstar, Inc.
Morningstar, Inc. is a leading provider of independent investment research in North America, Europe, Australia, and Asia. The company offers an extensive line of Internet, software, and print-based products and services for individuals, financial advisors, and institutions.
year
2020
rev ($mm)
$1,244.10
EBITDA ($mm)
$251.90
EBIT ($mm)
$184.60
Net Income ($mm)
$142.70
Employees
6896
  • drill down
  • watch
Ticker: 601519.SS
 
 
 
 
 
 
 
 
Shanghai Great Wisdom Co., Ltd.
Shanghai Great Wisdom Co., Ltd.
Great Wisdom provides services in the areas of financial database, real-time quotes transmission, real-time quotes reveal and investment analysis software, financial education system, information dissemination, Web and other areas of financial services platform.
year
2013
rev ($mm)
$92.77
EBITDA ($mm)
($76.41)
EBIT ($mm)
($68.57)
Net Income ($mm)
Employees
  • drill down
  • watch
Ticker: TSXV:ALY
 
 
 
 
 
 
 
 
AnalytixInsight
AnalytixInsight
AnalytixInsight Inc's Big Data Analytics platform helps transform data into narratives. Their flagship product Capital Cube provides high-quality financial research and content for investors, information providers, finance portals and media.
year
2016
rev ($mm)
$1.66
EBITDA ($mm)
($1.51)
EBIT ($mm)
($1.64)
Net Income ($mm)
Employees
  • drill down
  • watch
Ticker: ASX:IRE
 
 
 
 
 
 
 
 
IRESS Market Technology Limited
IRESS Market Technology Limited
IRESS Limited is an Australian software company specialising in the development of software systems and services for financial markets and wealth management.
year
2019
rev ($mm)
$292.95
EBITDA ($mm)
$66.10
EBIT ($mm)
$56.39
Net Income ($mm)
$37.49
Employees
2011
  • drill down
  • watch
Ticker: AIM:BRY
 
 
 
 
 
 
 
 
Brady plc
Brady plc
Brady plc is the leading provider of software solutions for global commodity trading. They offer a choice of trading and risk management applications designed to enable producers, financial organisations and trading companies to manage their commodity transactions in an integrated solution.
year
2017
rev ($mm)
$39.97
EBITDA ($mm)
($2.65)
EBIT ($mm)
($3.47)
Net Income ($mm)
Employees
253
  • drill down
  • watch
Ticker: SSNC
 
 
 
 
 
 
 
 
SS&C Technologies, Inc.
SS&C Technologies, Inc.
SS&C is a global provider of investment and financial software-enabled services and software focused exclusively on the global financial services industry.
year
2020
rev ($mm)
$4,669.30
EBITDA ($mm)
$1,685.20
EBIT ($mm)
$947.10
Net Income ($mm)
$456.90
Employees
22800
  • drill down
  • watch
Ticker: BLK
 
 
 
 
 
 
 
 
BlackRock, Inc.
BlackRock, Inc.
BlackRock is a global leader in investment management, risk management and advisory services for institutional and retail clients. They help clients around the world meet their goals and overcome challenges with a range of products that include separate accounts, mutual funds, iShares®, and more.
year
2019
rev ($mm)
$13,880.00
EBITDA ($mm)
$5,602.00
EBIT ($mm)
$5,300.00
Net Income ($mm)
$4,199.00
Employees
0
  • drill down
  • watch
Ticker: MKTX
 
 
 
 
 
 
 
 
MarketAxess Holdings, Inc.
MarketAxess Holdings, Inc.
MarketAxess operates a leading, institutional electronic trading platform delivering expanded liquidity opportunities, improved execution quality and significant cost savings across global fixed-income markets.
year
2020
rev ($mm)
$615.14
EBITDA ($mm)
$350.02
EBIT ($mm)
$321.32
Net Income ($mm)
$262.94
Employees
527
  • drill down
  • watch
Ticker: AIM:FDP
 
 
 
 
 
 
 
 
First Derivatives plc
First Derivatives plc
First Derivatives (FD) is a global technology provider with nearly 20 years of experience of working with some of the world’s largest finance, technology and energy institutions.
year
2017
rev ($mm)
$222.71
EBITDA ($mm)
$27.38
EBIT ($mm)
$21.19
Net Income ($mm)
$11.43
Employees
2000
  • drill down
  • watch