Like FolioDynamix

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 10/22/2021 via PR Newswire

Addepar, acquired AdvisorPeak, Inc.

synopsis: Addepar, a leading wealth management technology platform purpose built for investments, announced that it has acquired AdvisorPeak. AdvisorPeak offers investment professionals enterprise-class portfolio management tools that support portfolio trading and rebalancing, incorporating client cash management needs, and tax-optimized strategies.
buyer: Addepar
Addepar is a wealth management platform that specializes in data aggregation, analytics and reporting for even the most complex investment portfolios. The company's platform aggregates portfolio, market and client data all in one place. "
target: AdvisorPeak, Inc.
Located in Utah, AdvisorPeak, Inc. was founded by former investment advisors and wealth management experts with the vision of bringing innovative software to the financial services industry. AdvisorPeak puts enterprise-class portfolio management tools within reach of all investment professionals.
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 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 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 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)
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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 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 5/3/2021 via Company Press Release

Imagine Software, Inc. merged with TradingScreen Inc,

synopsis: Francisco Partners, a leading global investment firm that specializes in partnering with technology businesses, announced the combination of TradingScreen, a provider of trading execution and order management software, and Imagine Software, a real-time risk and compliance software platform. The combined company will be known as TS Imagine.
buyer parent: Francisco Partners Management LLC
buyer: TradingScreen Inc
Operating in the cloud for nearly two decades, TradingScreen (TS) is a leading expert on SaaS trading technology. TradeSmart OEMS offers workflow efficiency and seamless integration between the sell-side and buy-side, connecting markets globally and providing traders the information they need. "
target: Imagine Software, Inc.
Imagine offers the power of a real-time, institutional-grade portfolio and risk management software solution and provides clients the choice of full-service on-line accessibility with real-time pricing, security master, corporate actions, derived market data, and 24/7 connectivity.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
announced 2/19/2021 via BusinessWire

280 CapMarkets will be merged with Incapital,

synopsis: Incapital, a leading underwriter and distributor of fixed income and market-linked securities, and 280 CapMarkets, a technology company providing best execution trading support and price transparency, announced they are merging to create InspereX.
buyer: Incapital
Incapital was founded in 1999 and is a leading underwriter and distributor of securities to more than 500 broker dealers, institutions, asset managers, RIAs and banks. "
target: 280 CapMarkets
280 CapMarkets is a financial technology company focused on delivering best execution support and price transparency to advisors, institutional investors, and issuers in the fixed income markets.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 10/10/2018 via BNC Analysis

NeoXam, acquired 100M

synopsis: NeoXam, a global financial software company, has acquired 100M, a French provider of reporting solutions to the finance industry. 100M's solution allows users to monitor their portfolio, manage fund reporting for any asset class and generate customized client reports.
buyer parent: Cathay Capital Private Equity
buyer: NeoXam
NeoXam is a global financial software company that deliver reliable and scalable solutions, processing more than $15 trillion worth of assets per day and serving over 10,000 users. NeoXam helps buy- and sell-side clients address the continuous changes in the financial industry. "
target: 100M
100M is a French provider of reporting solutions to the finance industry. Their solution simplifies reporting, digitizes portfolio monitoring and improves client service. 100M allows users to monitor their portfolio, manage fund reporting for any asset class and generate customized client reports.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
announced 9/20/2019 via BNC Analysis

Confluence, will acquire StatPro Group PLC

synopsis: Wimbledon based, financial services technology provider, StatPro, will be acquired by US private equity firm, TA Associates, via its Confluence Technologies arm. AIM listed StatPro, which provides cloud-based investment portfolio analysis and pricing tools, has reached agreement on the terms of an all cash offer for 100% of it share capital.
buyer parent: TA Associates
buyer: Confluence
As a proven leader delivering an innovative platform to put data first in asset management, Confluence is leading the DataTech evolution for post-trade reporting. They focus on getting the data right, then reusing it across multiple investor communications deliverables for speed, and efficiency. "
target: StatPro Group PLC (AIM:SOG:$69.47)
StatPro is a global provider of award winning portfolio analytics solutions for the investment community. The Group’s cloud-based platform provides vital analysis of portfolio performance, attribution, risk and compliance.
price ($mm)[EV]
$201 [$241]
rev ($mm)
$70
EBITDA ($mm)
$9
EV / rev
3.6x
EV / EBITDA
29.5x
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 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 8/11/2008 via BusinessWire

FolioDynamix, acquired SunGard Advisor Technologies

synopsis: Privately held FolioDynamix, a driver of innovation in unified managed accounts technology and services, announced its acquisition of SunGard Advisory Technologies Inc., a provider of investment management programs and wealth management platform solutions to financial services organizations nationwide.
buyer: FolioDynamix
FolioDynamix is an established leader in the fast growing managed account industry. Its FDx platform is a configurable, thin-client application with tools to manage a portfolio through the lifecycle of an account, including a fully proprietary tax lot. "
target parent: SunGard Data Systems Inc.
target: SunGard Advisor Technologies
SunGard Advisor Technologies, Inc. provides investment management programs and wealth management platform solutions for the financial services organizations. It offers Web-based asset consulting programs and back-office services for financial advisors and institutions.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 4/9/2021 via PR Newswire

Envestnet, Inc., acquired Harvest Savings & Wealth Technologies

synopsis: Envestnet has acquired fintech innovator Harvest Savings & Wealth Technologies, which provides automated goals-based saving tools and wealth solutions to banks, credit unions, trust companies, and other financial institutions. Harvest's offering will be adapted and made available to users throughout Envestnet's unified financial wellness platform.
buyer: Envestnet, Inc. (ENV:$998.23)
Envestnet is transforming the way financial advice and wellness are delivered. The company's mission is to empower advisors and financial service providers with innovative technology, solutions, and intelligence to make financial wellness a reality for everyone. "
target: Harvest Savings & Wealth Technologies
Harvest Savings & Wealth Technologies provides automated goals-based saving and wealth solutions to banks and credit unions. Harvest's platform leverages consumer intent to help financial organizations retain and grow deposits, drive fee and transactional revenue, and lower their operating costs.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 2/26/2020 via PR Newswire

Envestnet | Yodlee, acquired FinBit.io

synopsis: Envestnet | Yodlee, a leading financial data and analytics platform, has acquired FinBit.io, an emerging financial data aggregation and analytics platform provider for the India and Asia market. FinBit.io uses AI to analyse bank transaction data at scale and serves a number of FinTech companies and banks.
buyer parent: Envestnet, Inc.
buyer: Envestnet | Yodlee (YDLE:$103.99)
Envestnet | Yodlee is a leading data aggregation and data analytics platform powering dynamic, cloud-based innovation for digital financial services. 13 of the 20 largest U.S. banks use their platform to power personalized financial apps and services for millions of consumers. "
target: FinBit.io
FinBit.io is an emerging financial data aggregation and analytics platform provider for the India and Asia market. FinBit.io uses AI to analyse bank transaction data at scale and serves a number of FinTech companies and banks for their advanced credit analytics needs via a scalable API and UI.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 5/1/2019 via BusinessWire

Envestnet, Inc., acquired MoneyGuide Pro

synopsis: Envestnet, a leading provider of intelligent systems for wealth management and financial wellness, acquired PIEtech, Inc., the creator of the MoneyGuide family of financial planning applications. MoneyGuide is a leading goals-based financial planning application used by financial advisors.
buyer: Envestnet, Inc. (ENV:$998.23)
Envestnet, Inc. is a leading provider of intelligent systems for wealth management and financial wellness. Envestnet's unified technology empowers enterprises and advisors to more fully understand their clients and deliver actionable intelligence that drives better outcomes and improves lives. "
target: MoneyGuide Pro
PIEtech, Inc. is the creator of the MoneyGuide family of financial planning applications. MoneyGuide is a leading goals-based financial planning application used by financial advisors.
price ($mm)
$500
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
announced 2/21/2019 via BusinessWire

Tamarac Inc., will purchase PortfolioCenter from Schwab Performance Technologies

synopsis: Envestnet | Tamarac announced that Tamarac has agreed to acquire PortfolioCenter, Schwab Performance Technologies’ portfolio management and reporting technology solution for independent registered investment advisers (RIAs).
buyer parent: Envestnet, Inc.
buyer: Tamarac Inc.
Envestnet | Tamarac, a division of Envestnet, Inc., is a leading provider of integrated, web-based portfolio rebalancing, performance reporting and customer relationship management software for independent advisors and wealth managers. "
seller parent: The Charles Schwab Corporation
seller: Schwab Performance Technologies
The acquisition includes PortfolioCenter, Schwab Performance Technologies’ portfolio management and reporting technology solution for independent registered investment advisers (RIAs).
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 1/24/2019 via PR Newswire

Envestnet | Yodlee, acquired Abe AI

synopsis: Envestnet | Yodlee, a leading data aggregation and analytics platform for digital financial services, has acquired Abe AI, a conversational banking solution for progressive banks. Abe AI's conversational solution utilizes the latest advancements in artificial intelligence (AI) to support, engage and acquire customers on conversational interfaces.
buyer parent: Envestnet, Inc.
buyer: Envestnet | Yodlee (YDLE:$103.99)
Envestnet | Yodlee is a leading data aggregation and data analytics platform powering dynamic, cloud-based innovation for digital financial services. 13 of the 20 largest U.S. banks use their platform to power personalized financial apps and services for millions of consumers. "
target: Abe AI
Abe AI is a conversational banking solution for progressive banks. Abe AI's conversational solution utilizes the latest advancements in artificial intelligence (AI) to support, engage and acquire customers on conversational interfaces like Amazon Alexa, Google Home, Facebook Messenger, SMS and more.
price ($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 10/10/2016 via PR Newswire

Envestnet, Inc., acquired Wheelhouse Analytics

synopsis: Envestnet announced that it has acquired Wheelhouse Analytics, a technology company that provides data analytics, mobile sales solutions, and online education tools to financial advisors and asset managers. Envestnet will deeply integrate Wheelhouse Analytics' tools, delivering online dashboards and reporting that provides actionable intelligence.
buyer: Envestnet, Inc. (ENV:$998.23)
Envestnet, Inc. is a leading provider of unified wealth management technology and services to investment advisors. Their open-architecture platforms unify and fortify the wealth management process, delivering unparalleled flexibility, accuracy, performance and value. "
target: Wheelhouse Analytics
Since its founding in 2010, Wheelhouse Analytics has created a set of solutions that empower financial services firms with tools to extract key business insights to run their business better and provide timely and focused support to advisors.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 11/19/2015 via BusinessWire

Envestnet, Inc., acquired Yodlee, Inc.

synopsis: Envestnet, Inc., a leading provider of unified wealth management technology and services to financial advisors, announced that the acquisition of Yodlee, Inc., the leading cloud-based platform driving digital financial innovation, has been completed.
buyer: Envestnet, Inc. (ENV:$998.23)
Envestnet, Inc. is a leading provider of unified wealth management technology and services to investment advisors. Their open-architecture platforms unify and fortify the wealth management process, delivering unparalleled flexibility, accuracy, performance and value. "
target: Yodlee, Inc. (YDLE:$103.99)
Yodlee is a leading technology and applications platform powering dynamic, cloud-based innovation for digital financial services. Yodlee solutions help transform the speed and delivery of financial innovation, improve digital customer experiences, and deepen customer engagement.
price ($mm)[EV]
$660 [$590]
rev ($mm)
$99
EBITDA ($mm)
EV / rev
6.0x
EV / EBITDA
closed 5/6/2015 via BusinessWire

Envestnet, Inc., acquired Finance Logix

synopsis: Envestnet, Inc., announced that it has acquired Finance Logix, a technology company that provides leading-edge financial planning and wealth management software solutions to banks, broker-dealers and RIA firms.
buyer: Envestnet, Inc. (ENV:$998.23)
Envestnet, Inc. is a leading provider of unified wealth management technology and services to investment advisors. Their open-architecture platforms unify and fortify the wealth management process, delivering unparalleled flexibility, accuracy, performance and value. "
target: Finance Logix
Finance Logix is a technology company that provides leading-edge financial planning and wealth management software solutions to banks, broker-dealers and RIA firms.
price ($mm)
$31
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 2/26/2015 via PR Newswire

Envestnet, Inc., acquired Upside

synopsis: Envestnet, Inc. has acquired Upside, a technology company providing digital advice solutions to financial advisors. Upside helps financial advisors compete against other digital advisors by leveraging technology and algorithms to advise, manage, and serve clients who want high quality, personalized investment services.
buyer: Envestnet, Inc. (ENV:$998.23)
Envestnet, Inc. is a leading provider of unified wealth management technology and services to investment advisors. Their open-architecture platforms unify and fortify the wealth management process, delivering unparalleled flexibility, accuracy, performance and value. "
target: Upside
Upside provides digital advice solutions to financial advisors. Their account platform provides advisors with paperless account opening, portfolio selection, automated trading and rebalancing, client and advisor portals, and practice analytics in an intuitive, design-led user interface.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 7/1/2013 via PR Newswire

Envestnet, Inc., acquired Prudential Wealth Management Solutions

synopsis: Envestnet, Inc. announced that it has completed the acquisition of the assets of the Wealth Management Solutions (“WMS”) division of Prudential Investments. The combination of WMS and Envestnet will provide clients of WMS with an even stronger technology and wealth management platform.
buyer: Envestnet, Inc. (ENV:$998.23)
Envestnet, Inc. is a leading provider of technology-enabled wealth management solutions to financial advisors. Envestnet's technology is focused on addressing financial advisors' front-, middle- and back-office needs. "
target parent: Prudential Financial, Inc.
target: Prudential Wealth Management Solutions
Prudential Wealth Management Solutions helps financial firms envision, design, and implement their wealth management offerings, and helps optimize their workflow to improve growth and profitability. Solutions include: Integrated wealth platform; Research services; and Advisor development.
price ($mm)
$9.50
rev ($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 4/5/2012 via BusinessWire

Envestnet, Inc., acquired Prima Capital Holding, Inc.

synopsis: Envestnet, Inc., announced the completion of its acquisition of Prima Capital Holding, Inc., a provider of investment manager due diligence, research applications, asset allocation modeling and multi-manager portfolios to the wealth management and retirement industries.
buyer: Envestnet, Inc. (ENV:$998.23)
Envestnet, Inc. is a leading provider of technology-enabled wealth management solutions to financial advisors. Envestnet's technology is focused on addressing financial advisors' front-, middle- and back-office needs. "
target parent: Broadridge Financial Solutions, Inc.
target: Prima Capital Holding, Inc.
Prima Capital Holding, Inc. is a leading provider of due diligence, research applications, asset allocation modeling, and multi-manager portfolios to the wealth management and retirement industries.
price ($mm)
$14
rev ($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 3/3/2021 via PR Newswire

MoneyLion, acquired Wealth Technologies Inc.

synopsis: MoneyLion, an award-winning data-driven, digital financial platform, has acquired Wealth Technologies Inc. (WTI), a pioneer in algorithmic financial planning technology. WTI founded in 2016, is a fledgling startup that adds robo-advice services to a financial institution’s tech stack with its proprietary Financial Goals Positioning System (fGPS).
buyer: MoneyLion (ML:$130.75)
MoneyLion is a mobile banking and financial membership platform that empowers people to take control of their finances. Since its launch in 2013, MoneyLion has earned its members' trust by building a full-service digital platform to deliver mobile banking, lending, and investment solutions. "
target: Wealth Technologies Inc.
Wealth Technologies Inc. (WTI), founded in 2016, is a fledgling startup that adds robo-advice services to a financial institution’s tech stack with its proprietary Financial Goals Positioning System (fGPS).
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 7/1/2021 via GlobeNewswire

AssetMark, Inc., acquired Voyant, Inc.

synopsis: AssetMark Financial Holdings, Inc., a leading provider of extensive wealth management and technology solutions, has acquired Voyant, a leading global provider of SaaS-based financial planning and client digital engagement solutions.
buyer: AssetMark, Inc.
AssetMark is a leading provider of extensive wealth management and technology solutions that help financial advisors meet the ever-changing needs of their clients and businesses. "
target: Voyant, Inc.
Voyant is a leading global provider of SaaS-based financial planning and client digital engagement solutions. Voyant serves more than 20,000 advisors across financial institutions and small advisor firms in the United Kingdom, Canada, Ireland, and the United States.
price ($mm)
$145
rev ($mm)
$12
EBITDA ($mm)
EV / rev
12.3x
EV / EBITDA
closed 12/9/2020 via BNC Analysis

Private Client Resources, LLC, acquired Check6

synopsis: Private Client Resources, LLC (PCR) announced finalization of its acquisition of the European data aggregation firm Check6, headquartered in The Netherlands. Check6 provides feed-based aggregation services leveraging one of the largest custodial feed networks in the region.
buyer: Private Client Resources, LLC
PCR simplifies how investment data from any source, asset class or jurisdiction is consolidated and safely delivered into wealth management’s critical reporting, analytics, portfolio management and accounting systems. "
target: Check6
Based in The Netherlands, Check6 provides feed-based aggregation services leveraging one of the largest custodial feed networks in the region. The service is used by a range of institutions, wealthy families and advisors.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
announced 7/29/2020 via Company Press Release

Refinitiv, will acquire Advisor Software Inc.

synopsis: Refinitiv, one of the world’s largest providers of financial markets data and infrastructure, announced the acquisition of strategic assets from Advisor Software Inc., a leading provider of wealth management cloud platforms for financial advisors and institutions.
buyer parent: London Stock Exchange Group
buyer: Refinitiv
Refinitiv is one of the world’s largest providers of financial markets data and infrastructure. They provide leading data and insights, trading platforms, and open data and technology platforms that connect a thriving global financial markets community. "
target: Advisor Software Inc.
Advisor Software, Inc. is a leading provider of wealth management cloud platforms for financial advisors and institutions. The company has pioneered the first Wealth Management Cloud platform that offers streamlined access to a comprehensive range of financial services and resources.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 5/13/2020 via BNC Analysis

TradeFloor Pty Ltd, acquired CCUBE

synopsis: Software developer TradeFloor has acquired CCUBE, which provides software for financial planners and went into voluntary administration in early April after COVID-19 dried up a fundraising deal. CCUBE is designed to support financial advisers drive efficiency and productivity in an increasingly client centric world.
buyer: TradeFloor Pty Ltd
TradeFloor is a must-have application for anyone who trades (or is thinking about trading) Exchange-Traded Options in Australia. They are striving to make options accessible to everyone, regardless of trading knowledge, and provide valuable insights into the risk and reward of trading strategies. "
target: CCUBE
CCUBE is a next generation financial planning and wealth management solution designed to support financial advisers drive efficiency and productivity in an increasingly client centric world.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 5/6/2020 via BusinessWire

Franklin Templeton Investments, acquired AdvisorEngine

synopsis: Franklin Resources, Inc., a global investment management organization operating as Franklin Templeton, has acquired AdvisorEngine Inc., a digital wealth platform and provider of technology and consulting services to more than 1,200 financial advisory firms in the United States that manage over $600 billion in assets.
buyer: Franklin Templeton Investments (BEN:$5,680.20)
Franklin Resources is a global investment management organization operating, together with its subsidiaries, as Franklin Templeton. Through specialized teams, the company has expertise across all asset classes, including equity, fixed income, alternatives, and custom multi-asset solutions. "
target: AdvisorEngine
AdvisorEngine a digital wealth platform and provider of technology and consulting services to wealth management firms in the United States. Its financial experience platform serves as a unified operating system across advisor experience, business operations experience, and client experience.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
announced 11/6/2019 via PR Newswire

Morningstar, Inc., will acquire AdviserLogic Group

synopsis: Morningstar Australasia Pty Limited, an Australian subsidiary of Morningstar, Inc., a leading provider of independent investment research, will acquire AdviserLogic, an Australian adviser software firm. AdviserLogic's cloud-based, financial planning software serves independent financial advisers in Australia.
buyer: Morningstar, Inc. (MORN:$1,244.10)
Morningstar, Inc. is a leading provider of independent investment research. The company offers an extensive line of products and services for individual investors, financial advisors, asset managers, retirement plan providers and sponsors, and institutional investors in the private capital markets. "
target: AdviserLogic Group
AdviserLogic is an Australian adviser software firm. Its cloud-based, financial planning software serves independent financial advisers. AdviserLogic's open architecture software platform delivers an end-to-end planning solution that encompasses best in class training and support.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
announced 7/11/2019 via BusinessWire

Orion Advisor Services, LLC, will acquire Advizr

synopsis: Orion Advisor Services, LLC , a portfolio management solution provider for registered investment advisors, will acquire Advizr, Inc., a financial planning and client experience technology platform. Advizr's technology enables advisors, financial institutions, and employers to engage investors in various ways, depending on their service model.
buyer parent: TA Associates
buyer: Orion Advisor Services, LLC
Orion Advisor Services, LLC is the premier portfolio accounting service provider for advisors. Orion provides the integrated and fully customizable technology solutions that advisors need to help grow their businesses over the long term. "
target: Advizr
Advizr creates software that will expand consumer and advisor access to high-quality financial planning services in an accessible format. The powerful, automated, interactive financial planning solution empowers advisors to serve their clients in a cost-effective way, regardless of net worth.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 5/1/2019 via BusinessWire

Envestnet, Inc., acquired MoneyGuide Pro

synopsis: Envestnet, a leading provider of intelligent systems for wealth management and financial wellness, acquired PIEtech, Inc., the creator of the MoneyGuide family of financial planning applications. MoneyGuide is a leading goals-based financial planning application used by financial advisors.
buyer: Envestnet, Inc. (ENV:$998.23)
Envestnet, Inc. is a leading provider of intelligent systems for wealth management and financial wellness. Envestnet's unified technology empowers enterprises and advisors to more fully understand their clients and deliver actionable intelligence that drives better outcomes and improves lives. "
target: MoneyGuide Pro
PIEtech, Inc. is the creator of the MoneyGuide family of financial planning applications. MoneyGuide is a leading goals-based financial planning application used by financial advisors.
price ($mm)
$500
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
announced 5/30/2018 via BusinessWire

Principal Financial Group, will acquire RobustWealth

synopsis: Principal Financial Group, a provider of retirement and asset management solutions, will acquire RobustWealth. RobustWealth is a digital wealth management platform built by and for investment advisors. It integrates previously modular features into one seamless suite that advisors can leverage to optimize their practice on their clients’ behalf.
buyer: Principal Financial Group (PFG:$13,927.40)
Principal helps people and companies build, protect and advance their financial well-being through retirement, insurance and asset management solutions that fit their lives. They offer innovative ideas, investment expertise and real-life solutions to make financial progress possible. "
target: RobustWealth
RobustWealth is a digital wealth management platform built by and for investment advisors, and engineered to satisfy their unique needs. It integrates previously modular features into one seamless suite that advisors can leverage to optimize their practice on their clients’ behalf.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 1/10/2018 via Company Press Release

Equisoft, acquired Planist Ltd.

synopsis: Equisoft, a leading global provider of digital business solutions for the insurance and wealth industries, announced the acquisition of Montreal-based Planist Ltd. Planist offers a unique financial portal that provides access to all the analytical tools needed to create comprehensive financial plans and strategies.
buyer: Equisoft
Equisoft provides advanced digital business solutions that optimize processes, increase revenue and enable growth for the life insurance and wealth management industries. All Equisoft software systems are developed for optimal scalability and configurability to empower clients. "
target: Planist Ltd.
Planist offers a unique financial portal that provides access to all the analytical tools needed to create comprehensive financial plans and strategies. Planist is dedicated to helping financial services professionals deliver the best possible financial planning analysis, tools, and recommendations.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 2/15/2017 via PR Newswire

AdvisorEngine, acquired Wealthminder

synopsis: AdvisorEngine, the innovative digital wealth management platform that has become a leader in the financial services industry, announced that it has purchased the technology assets and intellectual property of Wealthminder, a cloud-based offering that enables financial advisors to collaborate with clients to help them reach their financial goals.
buyer: AdvisorEngine
AdvisorEngine, a pioneer in digital wealth management tech, was the first company to integrate private-label robo-advice within a full enterprise B2B digital wealth management tech platform. It integrates online & traditional wealth management processes & workflows to help advisors serve clients. "
target: Wealthminder
Wealthminder is a cloud-based offering that enables financial advisors to collaborate with clients to help them reach their financial goals. Wealthminder's mission is to make financial planning simpler for financial firms and their clients.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
announced 11/16/2016 via BNC Analysis

RL360°, will acquire Ardan International Limited

synopsis: Rowan Dartington has agreed to sell its Isle of Man-based international platform business, Ardan International, to the RL360° Group. Ardan International is one of the few independent wealth platforms designed specifically to be used by financial advisers with expatriate clients and features such international-client-friendly advantages.
buyer: RL360°
RL360° provides offshore savings, protection and investment products to expats and local nationals around the world. For example, their flagship regular savings product Quantum is an affordable and flexible solution for those who want to save for their future. "
target parent: Rowan Dartington Holdings
target: Ardan International Limited
Ardan International, based in the Isle of Man, is one of the few independent wealth platforms designed specifically to be used by financial advisers with expatriate clients and features such international-client-friendly advantages.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 1/28/2016 via Company Press Release

FTV Capital, purchased a minority stake in True Potential LLP

synopsis: True Potential LLP, the leading UK-based integrated investor and wealth management technology platform serving advisers and retail clients in the UK, announced it had sold a significant minority share of its group business to FTV Capital, its first institutional investor.
buyer: FTV Capital
FTV Capital is a growth equity investment firm that has raised over $1.8 billion since inception to invest in high-growth companies offering a range of innovative solutions in three sectors: enterprise solutions, financial services, and payments/transaction processing. "
target: True Potential LLP
True Potential LLP is the leading UK-based integrated investor and wealth management technology platform serving advisers and retail clients in the UK.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 5/6/2015 via BusinessWire

Envestnet, Inc., acquired Finance Logix

synopsis: Envestnet, Inc., announced that it has acquired Finance Logix, a technology company that provides leading-edge financial planning and wealth management software solutions to banks, broker-dealers and RIA firms.
buyer: Envestnet, Inc. (ENV:$998.23)
Envestnet, Inc. is a leading provider of unified wealth management technology and services to investment advisors. Their open-architecture platforms unify and fortify the wealth management process, delivering unparalleled flexibility, accuracy, performance and value. "
target: Finance Logix
Finance Logix is a technology company that provides leading-edge financial planning and wealth management software solutions to banks, broker-dealers and RIA firms.
price ($mm)
$31
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 12/18/2014 via PR Newswire

Vanare LLC, acquired NestEgg Wealth, Inc.

synopsis: Vanare, a next-generation wealth management technology platform for investment advisors, announced the acquisition of NestEgg Wealth. NestEgg is an online wealth management platform to help people save and invest, and to help financial advisors reach out, communicate, and serve these investors.
buyer: Vanare LLC
Vanare is a wealth management platform for investment advisors to help grow their business. As the only technology platform to fully integrate Online Wealth Management, and CRM in a seamless solution, Vanare offers RIAs a comprehensive, experience with flexibility across workflows. "
target: NestEgg Wealth, Inc.
NestEgg is an online wealth management platform to help people save and invest, and to help financial advisors reach out, communicate, and serve these investors. They help clients save, invest and plan for the future using the same tools developed by Wall Street banks for their wealthiest clients.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 8/8/2012 via BNC Analysis

Rubik Financial Limited, acquired COIN Software

synopsis: Australian financial software and technology provider Rubik Financial Ltd. has acquired Coin Software Pty. Coin is Macquarie’s financial planning software business, which provides technology to financial advisers and mortgage brokers.
buyer: Rubik Financial Limited (ASX:RFL:$33.30)
Rubik delivers low cost, hosted ‘bank in a box’ services. Rubik aims to lower the cost of delivering banking services by decreasing the cost and effort in the technology platform required to meet APRA requirements. "
target parent: Macquarie Group Limited
target: COIN Software
COIN Software is Macquarie’s financial planning software business, providing smart technology for financial advisers and mortgage brokers who want to work smarter, not harder. COIN supports around 15,000 financial advisers and administration staff across Australia.
price ($mm)
$24
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
announced 12/21/2012 via PR Newswire

Objectway Financial Software S.p.A, will acquire eXimius

synopsis: Objectway Financial Software S.p.A, a leading Italian software provider for financial institutions which is currently expanding in Europe, announced that it has signed a definitive agreement to acquire the eXimius business of Thomson Reuters. eXimius provides a private client wealth management platform.
buyer: Objectway Financial Software S.p.A
Objectway Financial Software S.p.A is a leader in software applications and technology services for financial markets and other corporates in Italy and Europe. The group consists of two companies: ObjectWay Financial Software SpA - the parent company - and ObjectWay iTec SpA. "
target parent: Thomson Reuters
target: eXimius
eXimius is a front-office investment, wealth, and relationship management workflow application. It provides an easy-to-use decision support platform for the efficient and effective management of client assets.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 5/27/2015 via PR Newswire

Manulife, acquired Guide Financial

synopsis: John Hancock Financial, a division of Manulife, announced that it has acquired Guide Financial, Inc., a software provider for financial advisors. Guide Financial builds software that enables investors to make better financial decisions and build wealth, utilizing artificial intelligence, behavioral finance, and seamless advisor integration.
buyer: Manulife (TSX:MFC:$44,261.87)
Manulife is a leading financial services group with operations in Asia, Canada and the United States. Manulife's international network of employees, agents and distribution partners offers financial protection and wealth management products and services. "
target: Guide Financial
Guide Financial is a software company that enables financial advisors and institutions to help clients build assets and manage their full financial lives - utilizing artificial intelligence, behavioral finance, and seamless advisor integration.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA

Like FolioDynamix


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FolioDynamix

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InvestEdge, Inc.

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FolioDynamix

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Yodlee, Inc.

Finance Logix

Upside

Prudential Wealth Management Solutions

Tamarac Inc.

Prima Capital Holding, Inc.

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FolioDynamix

Wealth Technologies Inc.

Voyant, Inc.

Check6

Advisor Software Inc.

CCUBE

AdvisorEngine

AdviserLogic Group

Advizr

MoneyGuide Pro

RobustWealth

Planist Ltd.

Wealthminder

Ardan International Limited

True Potential LLP

Finance Logix

NestEgg Wealth, Inc.

COIN Software

eXimius

Guide Financial

Geography
Matching Companies
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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
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$15.31
EBITDA ($mm)
$0.88
EBIT ($mm)
$0.60
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85
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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.
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($6.49)
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22
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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.
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0
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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.
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$438.74
EBITDA ($mm)
$17.91
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$11.95
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347
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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.
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$1,244.10
EBITDA ($mm)
$251.90
EBIT ($mm)
$184.60
Net Income ($mm)
$142.70
Employees
6896
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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
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$1.66
EBITDA ($mm)
($1.51)
EBIT ($mm)
($1.64)
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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
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rev ($mm)
$444.13
EBITDA ($mm)
$126.41
EBIT ($mm)
$120.40
Net Income ($mm)
$90.84
Employees
1682
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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
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rev ($mm)
$89.10
EBITDA ($mm)
$21.34
EBIT ($mm)
$17.37
Net Income ($mm)
$17.49
Employees
405
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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.
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rev ($mm)
$39.97
EBITDA ($mm)
($2.65)
EBIT ($mm)
($3.47)
Net Income ($mm)
Employees
253
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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
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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
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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
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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
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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
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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
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Ticker: ENV
 
 
 
 
 
 
 
 
Envestnet, Inc.
Envestnet, Inc.
Envestnet, Inc. is a leading provider of unified wealth management technology and services to investment advisors. Their open-architecture platforms unify and fortify the wealth management process, delivering unparalleled flexibility, accuracy, performance and value.
year
2020
rev ($mm)
$998.23
EBITDA ($mm)
$133.23
EBIT ($mm)
$38.24
Net Income ($mm)
Employees
4250
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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
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Ticker:
 
 
 
 
 
 
 
 
Bravura Solutions Limited
Bravura Solutions Limited
Bravura Solutions is a leading provider of software solutions for the wealth management, life insurance and fund administration industries, underpinned by functionally rich technology that enables modernisation, consolidation and simplification.
year
2020
rev ($mm)
$194.13
EBITDA ($mm)
$45.84
EBIT ($mm)
$36.98
Net Income ($mm)
$28.29
Employees
1442
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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
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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
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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: 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
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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
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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
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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
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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
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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
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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
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