Like Primacy Corporation

closed 2/27/2017 via Company Press Release

Microgen Plc, acquired Primacy Corporation

synopsis: Microgen plc is pleased to announce the acquisition of Primacy Corporation (‘Primacy’) from the Kelly Family Trust. Primacy is a Toronto-based provider of software to the Trust & Fund Administration market and will be integrated into the Microgen Financial Systems business.
buyer: Microgen Plc (LSE:MCGN:$89.10)
Microgen is the owner of two software businesses, Aptitude Software and Microgen Financial Systems. Aptitude Software serves enterprise CFOs in a range of industries, helping them to streamline finance operations. Microgen Financial Systems offers a range of financial services technology systems. "
target parent: Kelly Family Charitable Trust
target: Primacy Corporation
Primacy is a Toronto-based provider of software to the Trust & Fund Administration market. It was created to address the expansive needs of private banks and offshore trusts to better serve the growing demands of their clients in the wealth management sector.
price ($mm)
$4.27
rev ($mm)
$2
EBITDA ($mm)
EV / rev
2.8x
EV / EBITDA
closed 5/15/2019 via BNC Analysis

Midwinter Financial Services, acquired InvestmentLink

synopsis: Midwinter, an Australian financial advice technology company, has acquired InvestmentLink from AllMyFunds, an Australian private holding company. InvestmentLink is an Australian technology solutions provider that helps financial services organisations interact and transact with their distribution channels, partners and customers.
buyer: Midwinter Financial Services
Midwinter is an Australian financial advice technology company. Midwinter provides cutting edge financial planning software packages for the financial services and superannuation industries. Their clients include banks, government institutions, superannuation funds, and small independent practices. "
target parent: All My Funds
target: InvestmentLink
InvestmentLink is an Australian technology solutions provider that helps financial services organisations interact and transact with their distribution channels, partners and customers. Their platform allows users to connect to over 300 funds, platforms, wraps, banks and credit card providers.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
announced 9/25/2016 via BNC Analysis

IRESS Market Technology Limited, will acquire Financial Synergy

synopsis: IRESS announced it has entered into an agreement to acquire Financial Synergy, a leading and established provider of fund administration software to the Australian superannuation and wealth management industries.
buyer: IRESS Market Technology Limited (ASX:IRE:$292.95)
IRESS is a principal supplier of sophisticated share market and wealth management systems around the world. Innovative and extensive, IRESS solutions deliver streamlined data and workflow to financial markets and wealth management professionals. "
target: Financial Synergy
Financial Synergy is a privately-owned Australian company providing fund administration software to the superannuation and wealth management industries. Their solutions help clients service members efficiently, address ongoing legislative change and deliver superior services to their members.
price ($mm)
$68
rev ($mm)
$21
EBITDA ($mm)
$7
EV / rev
3.3x
EV / EBITDA
9.6x
closed 5/1/2013 via BNC Analysis

All My Funds, acquired InvestmentLink

synopsis: AllMyFunds Technology has acquired financial services technology provider InvestmentLink in a move to bolster its scaled advice offering. InvestmentLink is an independent provider of live fund transaction data, currently receiving investment transaction data from over 60 funds and distributing to 100 dealer groups across Australia.
buyer: All My Funds
AllMyFunds is a Queensland based technology company specialising in financial industry solutions. The company’s current suite of modules provides low-touch scalable superannuation advice, modelling, reporting and call centre solutions. "
target: InvestmentLink
InvestmentLink is focused on developing technology solutions that help financial services organisations engage, interact and transact with their distribution channels, partners and customers. It is focused on being a valued partner to its customers in the wealth management industry.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 4/26/2017 via BusinessWire

Virtus Partners, LLC, acquired Alphakinetic

synopsis: Virtus Partners Holdings, LLC (“Virtus”) and Alphakinetic, a financial technology firm, announced the completed acquisition of Alphakinetic’s business by Virtus. Alphakinetic is the developer of the Glide platform- fund management software with trade order management, credit analysis and risk management capabilities used by front office personnel.
buyer: Virtus Partners, LLC
Virtus Partners, LLC provides alternative asset administrative and middle office services and data to funds and various investment vehicles, including hedge and private equity funds, separate accounts, total return swaps and collateralized loan obligations. "
target: Alphakinetic
Alphakinetic is a London- based financial technology firm and the developer of the Glide platform- fund management software with trade order management, credit analysis and risk management capabilities used by front office personnel at investment management companies.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 3/4/2015 via Company Press Release

Temenos Group AG, acquired Multifonds

synopsis: Temenos Group AG, announces the acquisition of Multifonds, a provider of fund administration software. Multifonds' software allows fund administrators to perform key accounting functions such as intra-day valuations and end-of-day NAV calculations as well as to support fund administrators in key investor servicing and transfer agency functions.
buyer: Temenos Group AG (SWX:TEMN:$901.75)
Founded in 1993 and listed on the Swiss Stock Exchange, Temenos Group AG is the market leading provider of banking software systems to retail, corporate, universal, private, Islamic, microfinance and community banks, wealth managers, and financial institutions. "
target parent: Summit Partners
target: Multifonds
Multifonds is an award winning investment software providing fund accounting, portfolio accounting and investor servicing and transfer agency on a single platform. More than USD 5 trillion in assets for both traditional and alternative funds are processed on Multifonds in more than 30 jurisdictions.
price ($mm)
$260
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 12/16/2020 via Company Press Release

Perseus Group, acquired Selectapension

synopsis: Perseus Group, an operating group of Constellation Software that acquires software companies, has acquired Selectapension, a UK-based provider of pension and investment planning software. Selectapension makes it easier to complete comprehensive analyses and compare products, enabling financial planners to deliver the best advice to their clients.
buyer parent: Constellation Software, Inc.
buyer: Perseus Group
The Perseus Group is an operating group of Constellation Software Inc. Perseus acquires and invests in software businesses that are committed to providing long-term solutions and life-long partnerships to customers. "
target: Selectapension
Selectapension is a UK-based provider of pension and investment planning software for financial advisers. Selectapension’s software makes it easier to complete comprehensive analyses, and compare products and providers, enabling financial planners to deliver the best advice to their clients.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 4/3/2017 via PR Newswire

FiveW Capital LLC, Public Pension Capital, acquired Viteos Fund Services, LLC

synopsis: Public Pension Capital (PPC) and FiveW Capital announced they, together with Viteos management, have acquired Viteos Fund Services, a leading provider of middle- and back-office technology and services for the investment management industry. The Viteos management team will continue to lead the company.
buyer: Public Pension Capital
buyer: FiveW Capital LLC
Public Pension Capital is a private equity fund and invests in Business, Industrial Services, Financial Services and healthcare. FiveW Capital is a private equity group, led by the co-founder and former CEO of Capital IQ. FiveW invests businesses which are data, analytics and technology intensive."
target: Viteos Fund Services, LLC
Viteos Fund Services is a leading global hedge fund operations service provider. Their philosophy of value creation is supported by a full range of administration, middle office and accounting services for the alternative investment community.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
announced 6/20/2013 via PE Hub

Mitsubishi UFJ Financial Group, Inc., will acquire Butterfield Fulcrum Group

synopsis: BV Investment Partners, a private equity firm focused on the information and business services and communications sectors, announced the sale of portfolio company Butterfield Fulcrum, a leading independent hedge fund administrator and service provider to the alternative investment industry, to Mitsubishi UFJ Trust and Banking Corporation.
buyer: Mitsubishi UFJ Financial Group, Inc. (TSE:8306:$44,240.41)
Mitsubishi UFJ Financial Group, Inc. is a Japanese bank holding and financial services company headquartered in Tokyo, Japan. It holds assets of approximately US$2.6 trillion and is one of the main companies of the Mitsubishi Group. "
target parent: BV Investment Partners
target: Butterfield Fulcrum Group
Butterfield Fulcrum provides a full service fund administration offering including front, middle and back office solutions to hedge funds, fund of funds, managed accounts, family offices, private equity and real estate funds.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 1/12/2021 via BusinessWire

Investment Metrics, LLC, acquired Style Analytics

synopsis: Investment Metrics, a leading provider of analytics, reporting, data, and benchmarking solutions for the institutional investment market, has acquired London and Boston-based Style Analytics, a leading cloud-based SaaS platform that provides Investment Factor and ESG Exposure analysis for the institutional investment community worldwide.
buyer parent: Resurgens Technology Partners
buyer: Investment Metrics, LLC
Investment Metrics is a leading provider of investment performance analytics and reporting solutions for institutional investment consultants, asset managers and private wealth advisors. "
target: Style Analytics
Style Analytics is an independent analytics provider for investment professionals. They enable asset managers, asset owners, and consultants to build objective and comprehensive factor analysis on markets, peers, and portfolios.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 10/17/2013 via PR Newswire

fi360, acquired IPS AdvisorPro

synopsis: fi360, the premier organization for fiduciary education, investment analytics, support services and industry insights for financial professionals, announced it has acquired IPS AdvisorPro, a cloud-based technology that helps financial advisors develop customized investment policy statements, which are used to document client investment goals.
buyer: fi360
fi360 literally 'wrote the books' on fiduciary responsibility, defining the prudent investment practices for those who manage money for others. They offer world-class fiduciary training, Web-based analytical tools and resources for investment professionals. "
target: IPS AdvisorPro
IPS AdvisorPro® is an award-winning online technology platform designed to help advisors create fully customized Investment Policy Statements (IPS) unique to their processes and procedures, and the circumstances of each client.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 9/1/2018 via BusinessWire

State Street Corporation, acquired Charles River Systems, Inc.

synopsis: State Street Corporation, a leading provider of financial services to institutional investors, announced that it has acquired Charles River Systems, Inc. (Charles River Development), a premier provider of investment management front office tools and solutions.
buyer: State Street Corporation (STT:$11,709.00)
State Street Corporation is one of the world's leading providers of financial services to institutional investors, including investment servicing, investment management and investment research and trading. "
target: Charles River Systems, Inc.
Charles River Systems, Inc. is a privately held company that primarily focuses on providing solutions that automate front and middle office investment management functions across asset classes on a Software as a Service-based platform.
price ($mm)
$2,600
rev ($mm)
$311
EBITDA ($mm)
EV / rev
8.4x
EV / EBITDA
closed 5/12/2008 via Company Press Release

The Bank of New York Mellon Corporation, acquired LAMP Technologies LLC

synopsis: The Bank of New York Mellon, a global leader in asset management and securities servicing, announced that it has acquired the fund of hedge funds administrative services business of LAMP Technologies LLC, a Dallas-based alternative investment administrator.
buyer: The Bank of New York Mellon Corporation (BK:$15,537.00)
The Bank of New York Mellon is a leading asset management and securities services company, uniquely focused to help clients manage and move their financial assets and succeed in the rapidly changing global marketplace. "
target: LAMP Technologies LLC
LAMP Technologies LLC pairs world-class professionals with a state-of-the-art technology platform. Rather than depending on software vendors, LAMP develops highly integrated systems that leverage our decades of experience in the alternative investments industry.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 7/17/2020 via Company Press Release

Universal Investment Gesellschaft mbH, acquired CapInside

synopsis: Germany-based Universal-Investment Group has acquired CAPinside GmbH, a German independent B2B online platform for the investment market, focusing on fund marketing and sales initiation, becoming its majority shareholder. With the acquisition, Universal-Investment is further diversifying its distribution portfolio for fund initiators and managers.
buyer: Universal Investment Gesellschaft mbH
Headquartered in Frankfurt, Universal-Investment is the largest independent investment company in the German-speaking region. The company offers institutional investors and fund initiators administration services and solutions for structuring their funds, securities, and alternative investments. "
target: CapInside
Germany-based CAPinside is an independent B2B online platform for the investment market, focusing on fund marketing and sales initiation. CAPinside creates access to relevant, tailor-made content as well as suitable and innovative products across all investment classes.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
announced 10/10/2019 via PR Newswire

Broadridge Financial Solutions, Inc., will acquire Fi360, Inc.

synopsis: Broadridge Financial Solutions, a global Fintech leader and part of the S&P 500® Index, has entered into a purchase agreement to acquire Fi360, a leading provider of fiduciary-focused software, data and analytics for financial advisors and intermediaries across the retirement and wealth ecosystem.
buyer: Broadridge Financial Solutions, Inc. (BR:$4,824.00)
Broadridge Financial Solutions is a leading provider of investor communications and technology-driven solutions to banks, broker-dealers, asset and wealth managers and corporate issuers. Broadridge provides an important infrastructure that powers the financial services industry. "
target parent: Bluff Point Associates
target: Fi360, Inc.
Fi360, a fiduciary education, training and technology company, helps financial intermediaries use prudent fiduciary practices to profitably gather, grow and protect investors' assets. They provide financial professionals with the tools necessary to act as a fiduciary in their work with investors.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 10/12/2012 via BusinessWire

eFront SA, acquired DMLT

synopsis: eFront, a leading software provider of financial solutions for managing alternative investments, announced the acquisition of DMLT. DMLT is the market-leading provider of investor reporting and portal services for the alternative asset community.
buyer parent: Francisco Partners Management LLC
buyer: eFront SA (FR:ALEFT:$0.00)
eFront is a leading software provider of end-to-end solutions dedicated to the financial industry with a recognized expertise in alternative investments. eFront’s solutions serve companies in the private equity, real estate investment, banking and insurance sectors. "
target: DMLT
DMLT offers a suite of web-based investor reporting, contact management and fundraising products to the alternative asset community. DMLT provides Invesment Cafe, a suite of investor reporting solutions.
price ($mm)
$50
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 2/28/2018 via PR Newswire

Synap Software Labs merged with Imagineer Technology Group, Inc.,

synopsis: Imagineer Technology Group, a leading provider of investor relations and fund marketing software to the asset management industry, and Synap Software Labs, maker of cloud-based investment research, due diligence, and account management applications, have merged. Synap provides relationship management tools for the entire customer journey.
buyer: Imagineer Technology Group, Inc.
Since their founding in 1998, Imagineer has focused on providing relationship management software and services that help investor relations, fund marketing, and customer success teams to effectively manage their clients and operate their businesses efficiently and intelligently. "
target: Synap Software Labs
Synap provides relationship management tools for the entire customer journey. Synap helps private fund managers centralize all of their investor relationship information, and it also helps institutional investors organize and collaborate investment research.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 4/5/2017 via Yahoo, Inc.

Investview, Inc, acquired Wealth Generators LLC

synopsis: Investview, Inc., a diversified financial technology organization specializing in investor education, investment newsletters and financial services, announced the acquisition of Wealth Generators LLC, a financial education, research and tools provider.
buyer: Investview, Inc (OTCPK:INVU:$25.68)
Investview, Inc. is a New Jersey-based diversified financial technology organization. The Company operates primarily through its wholly- and majority-owned subsidiaries, to provide financial products and services to accredited investors, self-directed investors and select financial institutions. "
target: Wealth Generators LLC
Wealth Generators, LLC is a Utah based financial education, research and tools provider for the self-directed investor. Wealth Generators distributes its programs and services through independent distributors who are paid according to the company's bonus plan.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 5/19/2021 via BNC Analysis

FE FundInfo (UK) Limited, acquired Cash Calc Ltd

synopsis: FE FundInfo has acquired cashflow planning provider CashCalc. CashCalc will continue to be offered as a stand-alone product. Founded by advisers in Newport in 2014, CashCalc has quickly established itself as one of the main planning and forecast tools for IFAs (Independent Financial Advisers) in the UK.
buyer parent: HgCapital
buyer: FE FundInfo (UK) Limited
Trusted by the hundreds of thousands of investors, asset managers and platforms who use FE data, software and investment advice every day, FE is the UK's leading investment ratings and research agency. They help finance professionals make the most of their data and connect with their clients. "
target: Cash Calc Ltd
CashCalc is a UK-based cashflow planning provider. CashCalc provides Onboarding, Integrations and Cashflow Modelling software designed to help the entire financial planning process.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 5/12/2021 via PR Newswire

Investcloud Inc., acquired Advicent Solutions

synopsis: InvestCloud, the global leader in cloud-based financial digital solutions, has announced a strategic acquisition of Advicent, the premier cash flow, trust and tax financial planning provider. Advicent provides financial planning technology for over 140,000 financial professionals across nearly 3,000 firms worldwide.
buyer: Investcloud Inc.
InvestCloud is a global company specializing in digital platforms that enable the development of financial solutions, pre-integrated into the Cloud. InvestCloud offers on-demand client experiences using an ever-expanding library of modular apps, resulting in powerful products. "
target parent: Vista Equity Partners
target: Advicent Solutions
Advicent provides financial planning technology for over 140,000 financial professionals across nearly 3,000 firms worldwide. Through its NaviPlan platform, Advicent creates scalable financial planning software through industry-leading APIs as well as cash flow and goal-based planning engines.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 2/27/2017 via Company Press Release

Microgen Plc, acquired Primacy Corporation

synopsis: Microgen plc is pleased to announce the acquisition of Primacy Corporation (‘Primacy’) from the Kelly Family Trust. Primacy is a Toronto-based provider of software to the Trust & Fund Administration market and will be integrated into the Microgen Financial Systems business.
buyer: Microgen Plc (LSE:MCGN:$89.10)
Microgen is the owner of two software businesses, Aptitude Software and Microgen Financial Systems. Aptitude Software serves enterprise CFOs in a range of industries, helping them to streamline finance operations. Microgen Financial Systems offers a range of financial services technology systems. "
target parent: Kelly Family Charitable Trust
target: Primacy Corporation
Primacy is a Toronto-based provider of software to the Trust & Fund Administration market. It was created to address the expansive needs of private banks and offshore trusts to better serve the growing demands of their clients in the wealth management sector.
price ($mm)
$4.27
rev ($mm)
$2
EBITDA ($mm)
EV / rev
2.8x
EV / EBITDA
announced 5/30/2019 via Company Press Release

Silverfleet Capital, will acquire Microgen Financial Systems

synopsis: Aptitude Software Group, leading provider of business-critical software and services, has entered into an agreement to sell its wholly-owned subsidiary, Microgen Financial Systems ("MFS"), to Moscow Bidco Limited, a private limited company controlled by Silverfleet Capital. MFS develops and implements its software for the financial services sector.
buyer: Silverfleet Capital
Silverfleet Capital is a leading, independent, European private equity firm specialising in mid-market buyouts. They utilise this expertise to help their portfolio companies make bolt-on acquisitions and to achieve strong organic growth. "
target parent: Aptitude Software Group plc
target: Microgen Financial Systems (LSE:MCGN:$46.57)
Microgen Financial Systems develops, implements and supports its own market-leading software for the financial services sector. They offer a range of financial services technology systems focused on the global Wealth Management sector and also provides Application Management services.
price ($mm)
$65
rev ($mm)
$23
EBITDA ($mm)
EV / rev
2.8x
EV / EBITDA
closed 8/31/2017 via BusinessWire

Aptitude Software, acquired RevStream Inc.

synopsis: Aptitude Software, the fastest-rising financial software specialist, announced the acquisition of RevStream, the market innovator in revenue accounting and management. RevStream Inc. is the leading provider of Cloud based Revenue Management and Analytics Software to both large Enterprises and Emerging Mid-Market companies.
buyer parent: Microgen Plc
buyer: Aptitude Software
Aptitude Software delivers specialist financial applications to equip Chief Financial Officers (and the finance function) to fulfill their strategies and ambitions. Their software helps finance to supercharge control, reporting and analysis processes. "
target: RevStream Inc.
RevStream Inc. is the leading provider of Cloud based Revenue Management and Analytics Software to both large Enterprises and Emerging Mid-Market companies. It’s Enterprise Revenue Lifecycle Management suite of products helps in simplifying, automating and optimizing processes that impact revenue.
price ($mm)[EV]
$12 [$16]
rev ($mm)
$3
EBITDA ($mm)
EV / rev
4.5x
EV / EBITDA
closed 2/27/2017 via Company Press Release

Microgen Plc, acquired Primacy Corporation

synopsis: Microgen plc is pleased to announce the acquisition of Primacy Corporation (‘Primacy’) from the Kelly Family Trust. Primacy is a Toronto-based provider of software to the Trust & Fund Administration market and will be integrated into the Microgen Financial Systems business.
buyer: Microgen Plc (LSE:MCGN:$89.10)
Microgen is the owner of two software businesses, Aptitude Software and Microgen Financial Systems. Aptitude Software serves enterprise CFOs in a range of industries, helping them to streamline finance operations. Microgen Financial Systems offers a range of financial services technology systems. "
target parent: Kelly Family Charitable Trust
target: Primacy Corporation
Primacy is a Toronto-based provider of software to the Trust & Fund Administration market. It was created to address the expansive needs of private banks and offshore trusts to better serve the growing demands of their clients in the wealth management sector.
price ($mm)
$4.27
rev ($mm)
$2
EBITDA ($mm)
EV / rev
2.8x
EV / EBITDA
closed 5/16/2016 via BNC Analysis

Microgen Plc, acquired Quorum Infoscreen

synopsis: Microgen plc is pleased to announce the acquisition of Infoscreen (Cyprus) Limited. Infoscreen (Quorum Infoscreen) is based in Cyprus with additional offices in Hong Kong and Belgrade. Infoscreen's software is used by approximately 200 clients in the Trust & Fund Administration sector providing the business with a strong recurring revenue base.
buyer: Microgen Plc (LSE:MCGN:$89.10)
Microgen is the owner of two software businesses, Aptitude Software and Microgen Financial Systems. Aptitude Software serves enterprise CFOs in a range of industries, helping them to streamline finance operations. Microgen Financial Systems offers a range of financial services technology systems. "
target: Quorum Infoscreen
InfoScreen is a software solution developer that specializes in the corporate administration and fiduciary sectors. ‘InfoScreen Quorum’ is their flagship corporate administration product and is the market leader in Cyprus.
price ($mm)
$2.06
rev ($mm)
$1
EBITDA ($mm)
EV / rev
1.8x
EV / EBITDA
closed 7/16/2015 via BNC Analysis

Microgen Plc, acquired Jobstream Group PLC

synopsis: Microgen PLC, a company that develops, implements and supports business-critical software, has acquired Jobstream Group, the leading global providers of trust software for offshore trusts. Their solution is used as a business platform for trust and company administration, accounting and practice management.
buyer: Microgen Plc (LSE:MCGN:$89.10)
Microgen Plc develops, implements and supports business-critical software. They solve problems involving data-intensive processes, automation of complex business processes, application of new business logic to existing systems, and enabling financial transactions across product and finance systems. "
target: Jobstream Group PLC
Jobstream are the leading global providers of trust software for offshore trusts. Their solution is used worldwide by trust companies, banks, family offices and similar organizations as a business platform for trust and company administration, accounting and practice management.
price ($mm)
$5.46
rev ($mm)
$3
EBITDA ($mm)
EV / rev
2.0x
EV / EBITDA
closed 6/10/2015 via BNC Analysis

Microgen Financial Systems, acquired Finalysys Limited

synopsis: Microgen has acquired Finalysys Ltd, a Jersey-based provider of wealth management software for the offshore finance industry. Finalysys will be integrated into Microgen's Financial Systems business. Finalysys’ main application (Alchemy) is in use in Jersey, Guernsey, Isle of Man, Gibraltar and Malta.
buyer parent: Microgen Plc
buyer: Microgen Financial Systems (LSE:MCGN:$46.57)
Microgen Financial Systems develops, implements and supports its own market-leading software for the financial services sector. With detailed domain knowledge of specific markets, Microgen enables its customers to quickly realise business value from their investment in technology. "
target: Finalysys Limited
Finalysys Ltd is a Jersey-based provider of wealth management software for the offshore finance industry. Finalysys’ main application (Alchemy) is in use in Jersey, Guernsey, Isle of Man, Gibraltar and Malta.
price ($mm)
$0.46
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 12/5/2014 via BNC Analysis

Microgen Plc, acquired Unity Software Limited

synopsis: Microgen Plc announced that it has acquired Unity Software Limited, a Jersey-based provider of wealth management software. Their Unity Elements platform provides clients with an integrated data management system in which data is secure, dependable and readily available.
buyer: Microgen Plc (LSE:MCGN:$89.10)
Microgen Plc develops, implements and supports business-critical software. They solve problems involving data-intensive processes, automation of complex business processes, application of new business logic to existing systems, and enabling financial transactions across product and finance systems. "
target: Unity Software Limited
Unity Software Limited is a privately owned company providing software applications and services to the offshore finance industries. They provide stable, cost effective solutions to meet the current and future business requirements of their clients.
price ($mm)
$2.03
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 2/27/2017 via Company Press Release

Microgen Plc, acquired Primacy Corporation

synopsis: Microgen plc is pleased to announce the acquisition of Primacy Corporation (‘Primacy’) from the Kelly Family Trust. Primacy is a Toronto-based provider of software to the Trust & Fund Administration market and will be integrated into the Microgen Financial Systems business.
buyer: Microgen Plc (LSE:MCGN:$89.10)
Microgen is the owner of two software businesses, Aptitude Software and Microgen Financial Systems. Aptitude Software serves enterprise CFOs in a range of industries, helping them to streamline finance operations. Microgen Financial Systems offers a range of financial services technology systems. "
target parent: Kelly Family Charitable Trust
target: Primacy Corporation
Primacy is a Toronto-based provider of software to the Trust & Fund Administration market. It was created to address the expansive needs of private banks and offshore trusts to better serve the growing demands of their clients in the wealth management sector.
price ($mm)
$4.27
rev ($mm)
$2
EBITDA ($mm)
EV / rev
2.8x
EV / EBITDA
closed 7/1/2021 via PR Newswire

Banyan Software, acquired HWA International Inc.

synopsis: Banyan Software, Inc., a company focused on acquiring, building and growing great enterprise software businesses, has acquired HWA International Inc., a leader in trust accounting software that addresses the reporting and regulatory complexities of trust administration.
buyer: Banyan Software
Banyan Software acquires, builds, and grows great enterprise software businesses. With a permanent capital base, Banyan focuses on a buy and hold for life strategy for growing software companies that serve specialized markets. "
target: HWA International Inc.
HWA International Inc. is a leader in trust accounting software that addresses the reporting and regulatory complexities of trust administration. Headquartered in Tennessee, HWA International has been providing reliable and affordable tools for efficient portfolio management and trust operations.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 5/5/2021 via PR Web

Lifeworks Advisors, LLC, acquired Aimvest Technologies Inc.

synopsis: Lifeworks Advisors has acquired Aimvest Technologies, an innovative financial technology development company. Aimvest’s technology will be integrated into the Lifeworks Advisor platform to create custom investment portfolios for clients. Aimvest provides algorithmic allocation strategies to family offices.
buyer: Lifeworks Advisors, LLC
Founded by advisors frustrated with technology platforms and the way financial advice traditionally has been priced and delivered, Lifeworks Advisors provides a complete, end-to-end, technology platform that seamlessly enables advisors to create their own scalable and winning client experience. "
target: Aimvest Technologies Inc.
Aimvest Technologies is a fintech startup founded by MIT graduate technologists Hugo Castalan and Alex Mathé-Cathala. Aimvest provides algorithmic allocation strategies to family offices and independent RIAs (Registered Investment Advisors).
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 10/27/2020 via GlobeNewswire

LPL Financial LLC, acquired Blaze Portfolio Systems

synopsis: LPL Financial, a leader in the retail financial advice market, has acquired Blaze Portfolio, a company that develops scalable investment portfolio rebalancing software and real-time trade order management technology for wealth managers, investment advisors, multi-family offices, digital advisors and industry partners.
buyer: LPL Financial LLC (LPLA:$5,693.48)
LPL Financial is a leader in the retail financial advice market and the nation’s largest independent broker/dealer. LPL serves independent financial advisors and financial institutions, providing them with technology, research, clearing and compliance services, and practice management programs. "
target: Blaze Portfolio Systems
Blaze Portfolio develops scalable investment portfolio rebalancing software and real-time trade order management technology for wealth managers, investment advisors, multi-family offices, digital advisors and industry partners.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 10/2/2020 via PR Newswire

Featheringill Capital, acquired InvestEdge, Inc.

synopsis: Featheringill Capital, an operator-led family office investment firm, has acquired a majority stake in InvestEdge, Inc., a leading provider of innovative advisor solutions to wealth management firms. InvestEdge offers software for compliance, portfolio management, and UMA accounting.
buyer: Featheringill Capital
Featheringill Capital is an operator-led family office investment firm. Featheringill invests in high-growth businesses and partners with management teams primarily in the tech-enabled services, healthcare technology, and telecommunications space. "
target: InvestEdge, Inc.
InvestEdge is a leading provider of innovative advisor solutions to wealth management firms. InvestEdge offers software for compliance, portfolio management, and UMA accounting. The company's software allows wealth managers to tie any data source into portfolio accounting.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 7/18/2019 via BNC Analysis

FNZ UK Ltd., acquired JHC Systems Ltd

synopsis: FNZ, a UK company that partners with major financial institutions to enable them to provide multi-channel wealth management services to their clients, has acquired JHC, a London-based company that provides the core technology platform to a number of top wealth managers and platforms.
buyer parent: H.I.G. Capital
buyer: FNZ UK Ltd.
Headquartered in the UK, FNZ partners with major financial institutions to enable them to provide multi-channel wealth management services to their clients across direct, intermediated and workplace channels. They develop long-term partnerships with clients to enable them to get to market quickly. "
target: JHC Systems Ltd
Headquartered in London, JHC provides the core technology platform to a number of top wealth managers and platforms. Its established software solutions facilitate more effective portfolio management, account administration, regulatory compliance and risk analysis for clients and financial advisers.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 5/31/2019 via BNC Analysis

Spitfire, acquired Wealthtrac

synopsis: Australia's Spitfire, a company that is dedicated to transforming the technology solutions for the financial services industry, has acquired Wealthtrac, an Australian company that develops and distributes wealth products for the self-licensed dealer market.
buyer: Spitfire
Australia's Spitfire is dedicated to transforming the technology solutions for the financial services industry. Spitfire’s core solution is a total wealth and single ecosystem digital platform supporting clients to deliver a consolidated client wealth view of “any asset, in any market, at any time”."
target: Wealthtrac
Headquartered in Australia, Wealthtrac develops and distributes wealth products for the self-licensed dealer market. They partner with leading platform and service providers to deliver best in class services for their adviser network.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
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 4/19/2017 via PR Newswire

Asset Vantage, acquired Financial Navigator Inc.

synopsis: Asset Vantage Inc., creators of the most sophisticated cloud/mobile-based asset management, accounting and reporting system on the market, announced that it has acquired Santa Clara-based Financial Navigator Inc., a leading US provider of integrated general ledger and portfolio tracking software focused on the wealth management market.
buyer parent: UniDEL Group
buyer: Asset Vantage
Asset Vantage was founded as a next generation, cloud/mobile based asset management, accounting and reporting system catering to the complex and discreet financial needs of customers ranging from individual wealth holders to fully staffed family offices and those professionals that service them. "
target: Financial Navigator Inc.
Financial Navigator provides accounting and financial software. The end-to-end software enables clients to aggregate data from managers and reporting entities, analyze investment performance and risk, prepare financial statements and consolidated reports, & confidentially share selected information.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 11/4/2014 via PR Web

Actua Corporation, acquired FolioDynamix

synopsis: Edison Partners announced the closing of the successful exit of FolioDynamix. This closing follows the previously announced acquisition by Actua Corporation. FolioDynamix has transformed how wealth service providers and investment advisors work by unifying the full wealth management lifecycle with a comprehensive, secure, cloud-based platform.
buyer: Actua Corporation (ACTA:$118.96)
Actua Corporation, the multi-vertical cloud company, brings the power of the cloud to vertical markets and processes. Actua is pioneering the second wave of the SaaS revolution – the vertical wave – by growing cloud businesses that are transforming their markets. "
target parent: Edison Partners
target: FolioDynamix
FolioDynamix offers the most comprehensive web-based technology platform for managing the full wealth advisory lifecycle – including proposal and onboarding, research, model management, portfolio accounting, trade order management, reporting, and performance analytics – across all account types.
price ($mm)
$210
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 4/1/2014 via PR Newswire

Morningstar, Inc., acquired ByAllAccounts, Inc.

synopsis: Morningstar, Inc. acquired ByAllAccounts, Inc., a provider of innovative data aggregation technology for financial applications. ByAllAccounts uses a knowledge-based process, including patented artificial intelligence technology, to collect, consolidate, and enrich financial account data and deliver it to virtually any platform.
buyer: Morningstar, Inc. (MORN:$1,244.10)
Morningstar, Inc. is a leading provider of independent investment research in North America, Europe, Australia, and Asia. The company offers an extensive line of Internet, software, and print-based products and services for individuals, financial advisors, and institutions. "
target: ByAllAccounts, Inc.
ByAllAccounts is a provider of innovative data aggregation technology for financial applications. ByAllAccounts uses a knowledge-based process, including patented artificial intelligence technology, to collect, consolidate, and enrich financial account data and deliver it to virtually any platform.
price ($mm)
$28
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 5/1/2012 via BusinessWire

Envestnet, Inc., acquired Tamarac Inc.

synopsis: Envestnet, Inc., a provider of integrated wealth management solutions for financial advisors, announced the completion of its acquisition of Tamarac, Inc., a provider of sophisticated portfolio management technology that enables Registered Investment Advisors to efficiently deliver customized individual account management to their clients.
buyer: Envestnet, Inc. (ENV:$998.23)
Envestnet, Inc. is a leading provider of technology-enabled wealth management solutions to financial advisors. Envestnet's technology is focused on addressing financial advisors' front-, middle- and back-office needs. "
target: Tamarac Inc.
Tamarac provides an integrated, web-based suite of portfolio and client management software for independent advisors and wealth managers. Tamarac’s technology offering is further complemented by a range of outsourced portfolio accounting services.
price ($mm)
$54
rev ($mm)
$9
EBITDA ($mm)
EV / rev
5.7x
EV / EBITDA
closed 12/1/2014 via PR Newswire

Confluence, acquired Orfival

synopsis: Confluence, the global leader in investment data management automation, announces that it has acquired Belgium-based data solutions provider Orfival. Orfival provides dedicated data solutions to the insurance and asset management industries with a range of institutional and corporate clients.
buyer parent: Polaris Partners
buyer: Confluence
Confluence is a global leader in investment data management automation. Helping investment management companies gain unprecedented control, Confluence automates every step of the fund administration process - including the collection, creation, confirmation and delivery of investment product data. "
target: Orfival
Orfival provides dedicated data solutions to the insurance and asset management industries with a range of institutional and corporate clients. Orfival's services cover portfolio management and analytics, performance measurement and attribution, risk and investment compliance and reporting services.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
announced 11/21/2014 via BusinessWire

Archway Technology Partners, LLC, will acquire WealthTouch, Inc.

synopsis: Archway Technology Partners, LLC, a provider of software products for the private wealth management industry, announced that it has reached an agreement to acquire WealthTouch Holdings, Inc, a leading provider of consolidated investment reporting services to ultra-high net worth families, family offices, wealth advisors and foundations.
buyer: Archway Technology Partners, LLC
Archway Technology Partners, LLC, is focused on delivering high-quality software solutions and services to investment partnership professionals. Archway delivers robust functional products and flexible services packaged to yield solutions that are tailored for their customers. "
target: WealthTouch, Inc.
Founded exclusively to serve ultra-high net worth families and their trusted advisors, WealthTouch delivers greater financial clarity, control and peace of mind through its suite of innovative consolidated reporting solutions.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 6/2/2011 via Company Press Release

Advent Software, Inc., acquired Black Diamond Performance Reporting

synopsis: Advent Software, Inc., a leading provider of software and services for the investment management industry, announced that it has completed its acquisition of Black Diamond Performance Reporting, LLC, a leading provider of web-based, outsourced portfolio management and reporting platforms for independent advisors.
buyer: Advent Software, Inc. (ADVS:$403.28)
Advent Software's quality software, data, services and tools enable financial professionals to improve service and communication to their clients, allowing them to grow their business while controlling costs. "
target: Black Diamond Performance Reporting
Founded in 2003 and headquartered in Jacksonville, Florida, Black Diamond is a leading provider of Web-based, outsourced portfolio management and reporting platforms to independent advisors, wealth managers, banks, broker-dealers and family offices.
price ($mm)
$72
rev ($mm)
$12
EBITDA ($mm)
EV / rev
6.0x
EV / EBITDA
closed 5/26/2021 via BNC Analysis

Astorg, Bridgepoint, acquired Fenergo

synopsis: Irish fintech Fenergo has been acquired from New York-based venture capital firm Insight Partners by two private equity firms, Paris-based Astorg and London-based Bridgepoint. Founded in 2009, Fenergo builds software to help banks and asset managers with regulatory compliance and managing client data.
buyer: Astorg
buyer: Bridgepoint
Paris-based Astorg and London-based Bridgepoint are two private equity firms. Astorg is a global private equity firm with over €10 billion of assets under management. Bridgepoint is a major international alternative asset fund management group. "
target parent: Insight Venture Partners
target: Fenergo
Fenergo is the leading provider of Know-Your-Customer (KYC) and Client Lifecycle Management (CLM) software solutions for financial institutions. Founded in 2009, Fenergo builds software to help banks and asset managers with regulatory compliance and managing client data.
price ($mm)
$1,098
rev ($mm)
$107
EBITDA ($mm)
EV / rev
10.3x
EV / EBITDA
closed 5/22/2020 via Company Press Release

Smarsh, Inc., acquired Entreda, Inc.

synopsis: Smarsh has acquired Entreda, the award-winning developer of integrated cybersecurity risk and compliance management software and services for the wealth management market. The acquisition enables Smarsh to provide industry-leading enterprise cybersecurity risk and compliance capabilities to broker-dealers, registered investment advisors, and banks.
buyer parent: K1 Investment Management
buyer: Smarsh, Inc.
Smarsh helps financial services organizations get ahead—and stay ahead—of the risk within their electronic communications. Smarsh has established the industry standard for the efficient review and production of content from the diverse range of channels that organizations now use to communicate. "
target: Entreda, Inc.
Entreda is a provider of comprehensive cybersecurity software, systems, and training to the wealth management industry. Entreda developed its CyberRisk number platform, Unify, to help regulated industries monitor and protect client information and assets with the highest standards of security.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 9/4/2019 via Company Press Release

Broadridge Financial Solutions, Inc., acquired Financial Database Services

synopsis: Broadridge Financial Solutions, a leading provider of investor communications and technology-driven solutions, has acquired Financial Database Services, a trusted provider of compensation management, compliance and advisor onboarding solutions for the wealth management industry.
buyer: Broadridge Financial Solutions, Inc. (BR:$4,824.00)
Broadridge Financial Solutions, Inc. is a leading provider of investor communications and technology-driven solutions to banks, broker-dealers, asset managers and corporate issuers globally. Broadridge helps clients reduce their capital investments in operations infrastructure. "
target: Financial Database Services
Financial Database Services, the developer of the CAESAR suite of products, provides a modular suite of compensation and compliance tools to the wealth management industry, including advisor onboarding and analytics solutions.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 10/17/2018 via PR Newswire

Compliance Solutions Strategies, acquired TradeChannel AB

synopsis: Compliance Solutions Strategies ("CSS"), the leading global RegTech platform backed by CIP Capital, has acquired TradeChannel, a leading provider of post-trade regulatory reporting, data and systems integration software to the financial services industry. TradeChannel is based in Stockholm, Sweden.
buyer parent: CIP Capital
buyer: Compliance Solutions Strategies
Compliance Solutions Strategies (CSS) is a leading provider of technology-enabled regulatory and compliance solutions to the financial services industry. The CSS platform is comprehensive, offering regulatory reporting, data management, outsourced compliance management and more. "
target: TradeChannel AB
TradeChannel is a leading software company that assists the Nordic financial community with post-trade regulatory reporting, data and systems integration software solutions. Its client base includes major Nordic asset managers, pension funds, banks and insurance companies.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
announced 9/21/2018 via BNC Analysis

Sargon, will acquire Decimal Software

synopsis: Financial technology and infrastructure company, Sargon, has announced an agreement to acquire 100 per cent of the issued shares in Decimal Software. Decimal's white label platform enables omni-channel support, real-time compliance and the ability for enterprises to offer an extended range of advice products.
buyer: Sargon
Sargon provides financial institutions and entrepreneurs with the technology and infrastructure they need to successfully build and grow investment funds and financial products. Founded in 2013, Sargon operates across Australia, New Zealand and Hong Kong. "
target: Decimal Software (ASX:DSX:$0.78)
Decimal's white label platform enables omni-channel support, real-time compliance and the ability for enterprises to offer an extended range of advice products. This includes, but isn't limited to savings, mortgage, insurance, retirement savings, straight investment and post retirement products.
price ($mm)[EV]
$4.45 [$4.38]
rev ($mm)
$1
EBITDA ($mm)
EV / rev
4.1x
EV / EBITDA

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Geography
Matching Companies
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: 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: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: PT
 
 
 
 
 
 
 
 
PINTEC
PINTEC
PINTEC is a leading independent technology platform enabling financial services in China. With its mission to "Power the Future of Finance", PINTEC aims to advance financial services by providing customizable and modular fintech solutions to its financial and business partners.
year
2018
rev ($mm)
$156.10
EBITDA ($mm)
$13.41
EBIT ($mm)
$12.65
Net Income ($mm)
$0.96
Employees
432
  • drill down
  • watch
Ticker:
 
 
 
 
 
 
 
 
Censof Holdings Berhad
Censof, an investment holding company, develops and markets financial management software in Malaysia and Indonesia. It operates Financial Management Software Solution, Payment Aggregation Solutions, Wealth Management Solutions, Training Solution, and Information Communication Technology segments.
year
2018
rev ($mm)
$18.80
EBITDA ($mm)
($1.81)
EBIT ($mm)
($1.93)
Net Income ($mm)
Employees
0
  • 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:
 
 
 
 
 
 
 
 
Infront AS
Infront provides electronic trading solutions and real-time market data, news, and analytics covering financial key markets in all asset classes. Infront’s terminal, mobile apps and versatile electronic trading solutions connect professional users to their local and international markets.
year
2021
rev ($mm)
$142.28
EBITDA ($mm)
$20.65
EBIT ($mm)
$10.45
Net Income ($mm)
Employees
483
  • drill down
  • watch
Ticker: INIX.PK
 
 
 
 
 
 
 
 
iFinix Corporation
iFinix Corporation
Ifinix is a leading global provider of financial and business information to professionals and active individual investors. Building on a 20-year legacy of delivering time-sensitive financial information, Ifinix provides streaming, real-time market data, news and analytics.
year
2011
rev ($mm)
$0.54
EBITDA ($mm)
($0.26)
EBIT ($mm)
($0.27)
Net Income ($mm)
Employees
  • drill down
  • watch
Ticker: XTRA:NIIN
 
 
 
 
 
 
 
 
niiio finance group AG
niiio finance group AG
Germany-based Niiio finance group AG is a provider of cloud banking software with a focus on wealth management. As a "full-service provider", the company digitizes its customers' processes so that they can work efficiently, flexibly and legally.
year
2019
rev ($mm)
$0.29
EBITDA ($mm)
($1.21)
EBIT ($mm)
($1.22)
Net Income ($mm)
Employees
4
  • drill down
  • watch
Ticker: GB:FFA.GB
 
 
 
 
 
 
 
 
FFastFill plc
FFastFill plc
FFastFill is the leading provider of Software as a Service to the global derivatives community, using the latest developments in technology to automate trade flow processes across a firm's front, middle and back offices.
year
2011
rev ($mm)
$24.91
EBITDA ($mm)
$6.69
EBIT ($mm)
$3.39
Net Income ($mm)
$2.90
Employees
  • 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: FXIT
 
 
 
 
 
 
 
 
Forex International Trading Corp.
Forex International Trading Corp.
Forex International Trading develops the next generation of Forex trading platforms. 4XINT Trader is an advanced online trading platform for the Forex market.
year
2011
rev ($mm)
EBITDA ($mm)
EBIT ($mm)
Net Income ($mm)
Employees
  • 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: 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: 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: AIM:KRM
 
 
 
 
 
 
 
 
KRM22
KRM22 is a London-listed investment company that invests in, and acquires stakes in, selected technology companies with a focus on risk management software to the capital markets sector.
year
2018
rev ($mm)
$1.63
EBITDA ($mm)
($6.12)
EBIT ($mm)
($6.78)
Net Income ($mm)
Employees
0
  • 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: SEHK:8131
 
 
 
 
 
 
 
 
abc Multiactive
abc Multiactive
abc Multiactive is a software company in Hong Kong that provides solutions for brokerages. abc Multiactive offers an advanced solution for front and back-office trading. They also offer a FinReg solution that helps firms to detect abnormal trades, suspicious activities, and money laundering.
year
2020
rev ($mm)
$1.53
EBITDA ($mm)
($0.37)
EBIT ($mm)
($0.40)
Net Income ($mm)
Employees
24
  • 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: 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:
 
 
 
 
 
 
 
 
Donnelley Financial Solutions
Donnelley Financial Solutions
Donnelley Financial Solutions (DFIN) is a leading global risk and compliance solutions company. They provide domain expertise, software and data analytics for every stage of their clients’ business and investment lifecycles.
year
2018
rev ($mm)
$987.50
EBITDA ($mm)
$132.00
EBIT ($mm)
$108.60
Net Income ($mm)
$50.90
Employees
3400
  • 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
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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
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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
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Ticker: OCL
 
 
 
 
 
 
 
 
Objective Corporation Limited
Objective Corporation Limited
Objective Corporation is an Australian developer of information and process governance solutions. Their technology brings efficiency to all tiers of government and financial services organisations. Objective ECM enables users to take control of their information and make meaningful decisions.
year
2019
rev ($mm)
$46.13
EBITDA ($mm)
$9.40
EBIT ($mm)
$8.73
Net Income ($mm)
$6.73
Employees
107
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