Like Finametrix Sociedad Limtada

closed 1/17/2018 via BNC Analysis

Allfunds Bank S.A., acquired Finametrix Sociedad Limtada

synopsis: Allfunds announced the acquisition of Finametrix, a leading Spanish company in fintech solutions for asset management and advice. Finametrix is a cutting-edge global provider of portfolio management and analysis solutions for Private Banks, Wealth & Asset Management, and Advisors & Family Offices.
buyer: Allfunds Bank S.A.
Allfunds offers integrated technology-based solutions to asset managers and distributors of mutual funds. The company provides a range of operational, analytic and information services supporting the mutual fund distribution activities of over 530 institutional clients. "
target: Finametrix Sociedad Limtada
Finametrix, based in Spain, is a leading company in fintech solutions for asset management and advice. Finametrix is a cutting-edge global provider of portfolio management and analysis solutions for Private Banks, Wealth & Asset Management, and Advisors & Family Offices.
price ($mm)
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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)
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EBITDA ($mm)
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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)
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closed 1/12/2016 via PR Newswire

Invesco Ltd., acquired Jemstep

synopsis: Invesco Ltd., a leading independent global investment management firm dedicated to helping investors achieve their financial objectives, has acquired Jemstep, a market-leading provider of advisor-focuses digital solutions. Jemstep was one of the first digital platforms to focus on helping advisors deliver professional advice online.
buyer: Invesco Ltd. (IVZ:$5,630.50)
Invesco Ltd. is a leading independent global investment management firm, dedicated to helping investors worldwide achieve their financial objectives. Invesco provides a wide range of investment strategies and vehicles to their clients around the world. "
target: Jemstep
Jemstep is a market-leading provider of financial advisor-focused digital solutions. The Jemstep Advisor Pro platform helps advisors scale their business efficiently by providing a suite of highly flexible technology solutions that can be easily integrated into existing systems and business models.
price ($mm)
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EBITDA ($mm)
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closed 11/2/2015 via PR Newswire

Morningstar, Inc., acquired Total Rebalance Expert

synopsis: Morningstar, a leading provider of independent investment research, has acquired Total Rebalance Expert (tRx), an automated, tax-efficient investment portfolio rebalancing platform for financial advisors.
buyer: Morningstar, Inc. (MORN:$1,244.10)
Morningstar, Inc. is a leading provider of independent investment research in North America, Europe, Australia, and Asia. The company offers an extensive line of Internet, software, and print-based products and services for individuals, financial advisors, and institutions. "
target: Total Rebalance Expert
Total Rebalance Expert (TRX)TM is the most tax efficient and easy to use auto-rebalancing software, designed by an industry leading CPA advisor for advisors to simplify portfolio management.
price ($mm)
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closed 9/16/2013 via BusinessWire

SciVantage, Inc., acquired Portfolio Director

synopsis: Scivantage®, an independent financial technology provider with proven expertise in online brokerage, tax and portfolio reporting and wealth management applications, announced that it has acquired Portfolio Director, a leading supplier of investment management technology products, from Scottrade Financial Services, Inc.
buyer: SciVantage, Inc.
Scivantage is the premier provider of web-based, front- and middle-office brokerage products. Scivantage’s easy and affordable platforms automate manual functions and integrate fundamental content into one fully customizable, straight-through-processed interface. "
target parent: Scottrade, Inc.
target: Portfolio Director
Portfolio Director Inc. delivers investment management technology products to investment professionals and individual investors worldwide. Customers receive timely updates and enhancements and unlimited access to client support.
price ($mm)
rev ($mm)
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announced 12/3/2018 via GlobeNewswire

LPL Financial LLC, will acquire Advisory World

synopsis: AdvisoryWorld, a leading software provider for financial advisors, announced that it will be acquired by LPL Financial, a leading retail investment advisory firm and the nation’s largest independent broker/dealer.
buyer: LPL Financial LLC (LPLA:$5,693.48)
LPL Financial is a leader in the retail financial advice market and the nation’s largest independent broker/dealer. LPL was founded to help entrepreneurial financial advisors establish successful businesses through which they could offer truly independent financial guidance and investment advice. "
target: Advisory World
AdvisoryWorld provides portfolio analytics and investment planning apps to investment professionals. The company's applications feature portfolio modeling, investment analysis, asset allocation, optimization, detailed cash flows, Monte Carlo simulation, security screening, style and factor analysis.
price ($mm)
$28
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 3/17/2021 via BNC Analysis

BTG Pactual, acquired Kinvo

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

Alter Domus, acquired Credit Vision Limited

synopsis: Luxembourg provider of integrated solutions for the alternative investment industry, Alter Domus has acquired Credit-Vision Limited, a London-based fintech. Credit-Vision is a data and analytics platform for corporate credit investors that streamlines and modernizes portfolio management.
buyer parent: Permira
buyer: Alter Domus
Luxembourg-based Alter Domus is a leading provider of integrated solutions for the alternative investment industry. Alter Domus offers fund administration, corporate services, depositary services, transfer pricing, domiciliation, and management company services. "
target: Credit Vision Limited
Based in the UK, Credit-Vision is award-winning web-based middle and front office technology platform that provides portfolio management and financial analysis to private debt investors and debt capital markets participants including banks, CLO, and other managers.
price ($mm)
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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)
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announced 4/20/2018 via BNC Analysis

Ion Group, will acquire Fidessa group plc

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

Temenos Group AG, cancelled an acquisition of Fidessa group plc

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

Envestnet, Inc., acquired FolioDynamix

synopsis: Envestnet, a leading provider of intelligent systems for wealth management and financial wellness, announced that it has acquired FolioDynamix, a provider of integrated wealth management technology solutions. FolioDynamix provides an end-to-end technology solution paired with a suite of advisory tools.
buyer: Envestnet, Inc. (ENV:$998.23)
Envestnet, Inc. is a leading provider of intelligent systems for wealth management and financial wellness. Envestnet's unified technology enhances advisor productivity and strengthens the wealth management process. Envestnet empowers enterprises to fully understand their clients. "
target parent: Actua Corporation
target: FolioDynamix
FolioDynamix is leading the evolution of the wealth management experience, with an end-to-end technology solution paired with a suite of advisory tools including model portfolios, research, and overlay management services.
price ($mm)
$195
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 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)
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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)
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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)
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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)
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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
announced 3/4/2020 via Company Press Release

Morningstar, Inc., will acquire PlanPlus Global

synopsis: Morningstar, a leading provider of independent investment research, announced it has reached an agreement to acquire PlanPlus Global, a financial-planning and risk-profiling software firm based in Canada.
buyer: Morningstar, Inc. (MORN:$1,244.10)
Morningstar, Inc. is a leading provider of independent investment research. The company offers an extensive line of products and services for individual investors, financial advisors, asset managers, retirement plan providers and sponsors, and institutional investors in the private capital markets. "
target: PlanPlus Global
PlanPlus Global is a world-renowned investment and financial planning software provider. It offers the most academically validated risk profiling process, a globally scalable financial planning system, and a robust investment tracking tool that ensures investors remain suitably invested over time.
price ($mm)
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closed 1/17/2018 via BNC Analysis

Allfunds Bank S.A., acquired Finametrix Sociedad Limtada

synopsis: Allfunds announced the acquisition of Finametrix, a leading Spanish company in fintech solutions for asset management and advice. Finametrix is a cutting-edge global provider of portfolio management and analysis solutions for Private Banks, Wealth & Asset Management, and Advisors & Family Offices.
buyer: Allfunds Bank S.A.
Allfunds offers integrated technology-based solutions to asset managers and distributors of mutual funds. The company provides a range of operational, analytic and information services supporting the mutual fund distribution activities of over 530 institutional clients. "
target: Finametrix Sociedad Limtada
Finametrix, based in Spain, is a leading company in fintech solutions for asset management and advice. Finametrix is a cutting-edge global provider of portfolio management and analysis solutions for Private Banks, Wealth & Asset Management, and Advisors & Family Offices.
price ($mm)
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EBITDA ($mm)
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EV / EBITDA
closed 1/17/2018 via BNC Analysis

Allfunds Bank S.A., acquired Finametrix Sociedad Limtada

synopsis: Allfunds announced the acquisition of Finametrix, a leading Spanish company in fintech solutions for asset management and advice. Finametrix is a cutting-edge global provider of portfolio management and analysis solutions for Private Banks, Wealth & Asset Management, and Advisors & Family Offices.
buyer: Allfunds Bank S.A.
Allfunds offers integrated technology-based solutions to asset managers and distributors of mutual funds. The company provides a range of operational, analytic and information services supporting the mutual fund distribution activities of over 530 institutional clients. "
target: Finametrix Sociedad Limtada
Finametrix, based in Spain, is a leading company in fintech solutions for asset management and advice. Finametrix is a cutting-edge global provider of portfolio management and analysis solutions for Private Banks, Wealth & Asset Management, and Advisors & Family Offices.
price ($mm)
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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)
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closed 1/7/2011 via Market Wire

Broadridge Financial Solutions, Inc., acquired Matrix Financial Solutions

synopsis: Broadridge Financial Solutions, Inc. has announced the closing of its acquisition of Matrix Financial Solutions, Inc., the leading independent provider of mutual fund processing solutions for the defined contribution market.
buyer: Broadridge Financial Solutions, Inc. (BR:$4,824.00)
Broadridge is a technology services company focused on global capital markets. Broadridge is the market leader enabling secure and accurate processing of information for communications and securities transactions among issuers, investors and financial intermediaries. "
target parent: Bluff Point Associates
target: Matrix Financial Solutions
Matrix Financial Solutions is a leading provider of retirement products and services for third party administrators, financial advisors and banks. Matrix serves more than 300 financial institutions with over $120 billion in customer assets processed through its trading platform.
price ($mm)
$201
rev ($mm)
$80
EBITDA ($mm)
EV / rev
2.5x
EV / EBITDA
closed 8/13/2020 via BNC Analysis

FUNDtastic, acquired Invisee

synopsis: FUNDtastic, a leading wealth platform in Indonesia, has acquired Invisee, a mutual fund investment app in Indonesia that aims to make investing easier and fun. Invisee helps new and advanced investors to invest in mutual funds that best match their goals and needs.
buyer: FUNDtastic
FUNDtastic is a leading wealth platform in Indonesia. FUNDtastic's app provides users with strategies and financial plans that suits their risk profile and financial goals. The platform enables people to easily buy and sell mutual funds, gold, insurance and other investment instruments. "
target: Invisee
Invisee is a mutual fund investment app in Indonesia that aims to make investing easier and fun. Invisee helps new and advanced investors to invest in mutual funds that best match their goals and needs. Their tools allow users to plan their goals and monitor their investments in real time.
price ($mm)
$6.50
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 7/29/2020 via PR Newswire

Niyo, acquired Goalwise

synopsis: Niyo, India's leading and fastest growing Neo-bank, has acquired Goalwise, India's first fully managed online and mobile mutual fund investment platform. Goalwise's goal-based platform makes investing simple and transparent. The platform helps investors to find mutual funds that best match their financial goals.
buyer: Niyo
Niyo is India's leading and fastest growing Neo-bank. Niyo makes banking simple, smart and transparent for everyone. Their products allow their users to safely spend their money overseas, pay bills, transfer funds, make online purchases, and access ATMs anywhere in the world. "
target: Goalwise
Goalwise is India's first fully managed online and mobile mutual fund investment platform. Goalwise's goal-based platform makes investing simple and transparent. The platform helps investors to find mutual funds that best match their financial goals and continuously monitors their investments.
price ($mm)
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EV / rev
EV / EBITDA
announced 4/17/2019 via BNC Analysis

OVO.id, will acquire Bareksa

synopsis: OVO, a mobile app payment system in Indonesia, will acquire Bareksa, an online trading marketplace in Indonesia that enables people to invest in Mutual Fund Products. Bareksa allows investors to monitor the performance of their mutual fund products and liquidate their investments at anytime on their website.
buyer: OVO.id
OVO is a mobile app payment system in Indonesia. OVO makes financial transactions simple, instant and secure. OVO is accepted in more than 300 cities from merchants in various categories, including F&B, Fashion, Beauty, Entertainment, Transportation, Travel and many more. "
target: Bareksa
Bareksa is an online trading marketplace in Indonesia that enables people to invest in Mutual Fund Products. Bareksa allows investors to monitor the performance of their mutual fund products and liquidate their investments at anytime on their website.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 1/9/2019 via BNC Analysis

Orowealth, acquired Wealthtrust

synopsis: Orowealth, one of leading direct mutual fund platforms, has acquired the WealthTrust platform for an undisclosed amount. WealthTrust is India's first and fastest growing 'Zero Commission Wealth Management' platform. WealthTrust allows users to invest in direct plan mutual funds in a paperless, seamless and hassle-free way.
buyer: Orowealth
Orowealth retail investors access sophisticated advice and techniques that are available to high net worth individuals and institutions. Orowealth targets to be a one-stop solution for all investment needs from investing in stocks and direct mutual funds, financial planning and more. "
target: Wealthtrust
WealthTrust is India's first and fastest growing 'Zero Commission Wealth Management' platform. WealthTrust allows users to invest in direct plan mutual funds and save up to 1.5% extra every year in a paperless, seamless and hassle-free way.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 5/16/2016 via PR Newswire

Citadel LLC, acquired Automated Trading Desk, Inc

synopsis: Citadel Securities LLC, one of the top liquidity providers and market makers in the world, announced that it has acquired certain assets of Automated Trading Desk Financial Services, LLC from Citi. The company is a leading automated equities market making business.
buyer: Citadel LLC
Citadel is a leading investor in the world’s major financial markets. Across a diverse range of investment strategies, they deploy their capital with the goal of generating consistently high risk-adjusted investment results for their investors and capital partners. "
target parent: Citigroup
target: Automated Trading Desk, Inc
Automated Trading Desk, LLC designs and develops automated limit-order trading systems for trading companies and buy-side and sell-side companies in the United States. The company offers trading models, pricing engines, and systems, and more.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 10/3/2007 via BusinessWire

Citi, acquired Automated Trading Desk, Inc

synopsis: Citi Markets & Banking has completed the previously announced acquisition of Automated Trading Desk. The purchase of ATD, a leader in electronic market making, makes Citi a top-tier aggregator of equity order flow and provides institutional, broker/dealer and retail clients with deeper pools of liquidity.
buyer: Citi (C:$63,902.00)
Citi is the most complete financial partner to corporations, financial institutions, institutional investors and governments in the world. Citi also provides a broad range of financial products and services to individuals through brand names including Citi Smith Barney, Citibank, and Banamex. "
target parent: Technology Crossover Ventures
target: Automated Trading Desk, Inc
Automated Trading Desk researches, develops, and maintains stock trading models and services for financial enterprises. Its price engine technology allows to analyze the market and manage risk. The company combines the insights of traders, academics, and programmers into one technological solution.
price ($mm)
$673
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 7/24/2019 via BNC Analysis

VinaCapital Investment Management, acquired Smartly Pte Ltd

synopsis: VinaCapital, one of Vietnam’s leading investment management and real estate development firms, has acquired Smartly, a Singapore-based, financial technology company building a new-generation robo-advisor, providing a digital wealth management platform to retail investors.
buyer: VinaCapital Investment Management
Founded in 2003, VinaCapital is one of Vietnam’s leading investment management and real estate development firms, with a diversified portfolio of USD1.8 billion in assets under management. "
target: Smartly Pte Ltd
Smartly is a Singapore-based, financial technology company building a new-generation robo-advisor, providing a digital wealth management platform to retail investors.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
announced 7/8/2016 via PR Newswire

Legg Mason, Inc., will acquire Financial Guard

synopsis: Legg Mason, Inc. announced that it has agreed to acquire an 82% majority equity interest in Financial Guard LLC, an online Registered Investment Advisor and innovative technology-enabled wealth management and investment advice platform. The firm will operate as part of Legg Mason's alternative distribution strategies business.
buyer: Legg Mason, Inc. (LM:$2,660.84)
Legg Mason is a global asset management firm that provides active asset management in many major investment centers throughout the world. "
target: Financial Guard
Financial Guard is a leading online investment advisor providing simple, professional and transparent investment advice through its interactive website. Financial Guard's technology allows investors to create a unique profile and view all of their investments in one place
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 10/11/2018 via BNC Analysis

MobiKwik, acquired Clearfunds

synopsis: MobiKwik, India's largest independent mobile payments network, has acquired Clearfunds, an online investment advisor that allows users to buy direct mutual funds from any Mutual Fund Company in India. Clearfunds' robo-advisory platform provides financial planning and investment recommendations via web and mobile to India’s mass affluent.
buyer: MobiKwik
MobiKwik is India's largest independent mobile payments network connecting 107 million users with more than 3 million direct merchants. MobiKwik allows users to load money into a digital wallet and make secure 1-tap payments for online or offline purchases. "
target: Clearfunds
Clearfunds is an online investment advisor that allows users to buy direct mutual funds from any Mutual Fund Company in India. Their robo-advisory platform provides financial planning and investment recommendations via web and mobile to India’s mass affluent.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 9/12/2018 via BNC Analysis

Niyogin Fintech Ltd., acquired Moneyfront

synopsis: Niyogin, a non-banking finance company in India, has acquired a 50.1% stake in Moneyfront, an online robo-advisory and investment platform in India. Moneyfront helps its users invest in mutual funds and other fixed-income instruments. Users can manage their investments through a customizable portfolio management system and earn superior returns.
buyer: Niyogin Fintech Ltd. (BSE:538772:$2.40)
Founded in 1988, Niyogin is a non-banking finance company in India. The company helps small businesses with their financial needs, whether it is collateral free access to credit for working capital, financing small projects, expanding businesses or purchasing inventory. "
target: Moneyfront
Moneyfront is an online robo-advisory and investment platform in India. Moneyfront helps its users invest in mutual funds and other fixed-income instruments. Users can manage their investments through a completely customizable portfolio management system and earn superior returns.
price ($mm)
$1.67*
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 8/3/2020 via BusinessWire

MV Index Solutions GmbH, acquired BlueStar Indexes

synopsis: Germany-based MV Index Solutions GmbH has acquired BlueStar Indexes, a research-driven provider of indices and financial data focused on serving ETF issuers, index fund sponsors, and asset managers. With the transaction, the two companies will provide cutting-edge indices and data for the global ETF, index fund, and structured products industry.
buyer parent: Van Eck Associates Corporation
buyer: MV Index Solutions GmbH
Germany-based MV Index Solutions develops, monitors, and licenses the MVIS Indices, a selection of focused, investable, and diversified benchmark indices. MVIS Indices cover equity, fixed income markets, and digital assets, and are licensed to serve as underlying indices for financial products. "
target: BlueStar Indexes
BlueStar Indexes is a research-driven provider of indices and financial data focused on serving the needs of innovative ETF issuers, index fund sponsors, and asset managers around the world. BlueStar maintains more than 30 indexes, with approximately $1 billion in assets tracking its indexes.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
announced 12/16/2015 via PR Newswire

Bloomberg L.P., will purchase BRAIS from Barclays PLC

synopsis: Bloomberg L.P., the global business and financial information and news leader, announced that it has entered into an agreement to acquire Barclays Risk Analytics and Index Solutions Ltd., a leading provider of benchmark and strategy indices, portfolio analytics, risk and attribution models, and portfolio construction tools.
buyer: Bloomberg L.P.
Bloomberg, the global business and financial information and news leader, gives influential decision makers a critical edge by connecting them to a dynamic network of information, people and ideas. They provide real time financial information to more than 325,000 subscribers globally. "
seller: Barclays PLC (LSE:BARC:$25,009.44)
Barclays Risk Analytics and Index Solutions Ltd. ("BRAIS") is a leading provider of benchmark and strategy indices, portfolio analytics, risk and attribution models, and portfolio construction tools. BRAIS's benchmark indices span global markets covering multiple asset classes.
price ($mm)
$780
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
announced 8/26/2015 via BusinessWire

BlackRock, Inc., will acquire FutureAdvisor

synopsis: BlackRock, Inc. has entered into a definitive agreement to acquire FutureAdvisor, a leader in digital wealth management. FutureAdvisor will operate as a business within the firm’s investment and risk management platform. They will provide financial institutions with technology-enabled advice capabilities to improve clients’ investment experience.
buyer: BlackRock, Inc. (BLK:$13,880.00)
BlackRock is a global leader in investment management, risk management and advisory services for institutional and retail clients. They help clients around the world meet their goals and overcome challenges with a range of products that include separate accounts, mutual funds, iShares®, and more. "
target: FutureAdvisor
FutureAdvisor is an award-winning investment advisory firm that manages existing IRA, Roth, taxable accounts, and other investment accounts. They automatically monitor, rebalance, and tax-manage clients' current investments, adding low-fee index funds where necessary to bolster portfolios.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 11/3/2014 via BusinessWire

Evercore Partners Inc., acquired ISI Group, Inc.

synopsis: Evercore announced that it has acquired the operating businesses of ISI International Strategy & Investment (“ISI”). ISI is a leading independent research-driven equity sales and agency trading firm. ISI is a full service broker-dealer offering macro and fundamental research, sales and trading.
buyer: Evercore Partners Inc. (EVR:$1,004.73)
Evercore Partners is a leading independent investment banking advisory firm. Evercore’s Investment Banking business advises its clients on mergers, acquisitions, divestitures, restructurings, financings, public offerings, private placements and other strategic transactions. "
target: ISI Group, Inc.
ISI is a leading independent research-driven equity sales and agency trading firm. ISI strives to be the Street’s best investment research resource for their clients' money management performance. ISI is a full service broker-dealer offering macro and fundamental research, sales and trading.
price ($mm)
$132
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA

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Geography
Matching Companies
Ticker: ASX:PPS
 
 
 
 
 
 
 
 
Praemium
Praemium
Preaemium is a specialist in the provision of portfolio administration services. Using leading edge technology to deliver cost-effective investment administration services, Præmium provides services to some of Australia’s leading financial institutions.
year
2014
rev ($mm)
$15.31
EBITDA ($mm)
$0.88
EBIT ($mm)
$0.60
Net Income ($mm)
Employees
85
  • drill down
  • watch
Ticker: OTCPK:INVU
 
 
 
 
 
 
 
 
Investview, Inc
Investview, Inc
Investview, Inc. is a New Jersey-based diversified financial technology organization. The Company operates primarily through its wholly- and majority-owned subsidiaries, to provide financial products and services to accredited investors, self-directed investors and select financial institutions.
year
2020
rev ($mm)
$25.68
EBITDA ($mm)
($6.49)
EBIT ($mm)
($8.46)
Net Income ($mm)
Employees
22
  • drill down
  • watch
Ticker: ASX:REV
 
 
 
 
 
 
 
 
Real Estate Investar
Real Estate Investar
Real Estate Investar is an Australian provider of products and services for property investors. Real Estate Investar helps people to find, analyse and track investment properties. Their platform provides users with all the tools, data and information they need to invest in property successfully.
year
2019
rev ($mm)
$0.59
EBITDA ($mm)
($0.38)
EBIT ($mm)
($0.63)
Net Income ($mm)
Employees
0
  • drill down
  • watch
Ticker: TSE:3491
 
 
 
 
 
 
 
 
GA technologies Co., Ltd
GA technologies Co., Ltd
GA technologies is a Japanese developer of real estate mobile apps and websites. Their Renosy app allows users to search for apartments and condos in Japan. Their Renosy Insight app allows real estate investors to manage their portfolio, simulate purchases and sales, manage contracts and more.
year
2020
rev ($mm)
$438.74
EBITDA ($mm)
$17.91
EBIT ($mm)
$11.95
Net Income ($mm)
$4.45
Employees
347
  • drill down
  • watch
Ticker: MORN
 
 
 
 
 
 
 
 
Morningstar, Inc.
Morningstar, Inc.
Morningstar, Inc. is a leading provider of independent investment research in North America, Europe, Australia, and Asia. The company offers an extensive line of Internet, software, and print-based products and services for individuals, financial advisors, and institutions.
year
2020
rev ($mm)
$1,244.10
EBITDA ($mm)
$251.90
EBIT ($mm)
$184.60
Net Income ($mm)
$142.70
Employees
6896
  • drill down
  • watch
Ticker: 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: AIM:BRY
 
 
 
 
 
 
 
 
Brady plc
Brady plc
Brady plc is the leading provider of software solutions for global commodity trading. They offer a choice of trading and risk management applications designed to enable producers, financial organisations and trading companies to manage their commodity transactions in an integrated solution.
year
2017
rev ($mm)
$39.97
EBITDA ($mm)
($2.65)
EBIT ($mm)
($3.47)
Net Income ($mm)
Employees
253
  • drill down
  • watch
Ticker: SSNC
 
 
 
 
 
 
 
 
SS&C Technologies, Inc.
SS&C Technologies, Inc.
SS&C is a global provider of investment and financial software-enabled services and software focused exclusively on the global financial services industry.
year
2020
rev ($mm)
$4,669.30
EBITDA ($mm)
$1,685.20
EBIT ($mm)
$947.10
Net Income ($mm)
$456.90
Employees
22800
  • drill down
  • watch
Ticker: BLK
 
 
 
 
 
 
 
 
BlackRock, Inc.
BlackRock, Inc.
BlackRock is a global leader in investment management, risk management and advisory services for institutional and retail clients. They help clients around the world meet their goals and overcome challenges with a range of products that include separate accounts, mutual funds, iShares®, and more.
year
2019
rev ($mm)
$13,880.00
EBITDA ($mm)
$5,602.00
EBIT ($mm)
$5,300.00
Net Income ($mm)
$4,199.00
Employees
0
  • drill down
  • watch
Ticker: MKTX
 
 
 
 
 
 
 
 
MarketAxess Holdings, Inc.
MarketAxess Holdings, Inc.
MarketAxess operates a leading, institutional electronic trading platform delivering expanded liquidity opportunities, improved execution quality and significant cost savings across global fixed-income markets.
year
2020
rev ($mm)
$615.14
EBITDA ($mm)
$350.02
EBIT ($mm)
$321.32
Net Income ($mm)
$262.94
Employees
527
  • drill down
  • watch
Ticker:
 
 
 
 
 
 
 
 
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: 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: XP
 
 
 
 
 
 
 
 
XP Inc.
XP Inc.
XP Inc. is a technology-driven financial services platform and a trusted provider of low-fee financial products and services in Brazil. XP provides financial advisory services for retail clients in Brazil, high-net-worth clients, international clients and corporate and institutional clients.
year
2020
rev ($mm)
$1,439.72
EBITDA ($mm)
$493.64
EBIT ($mm)
$480.17
Net Income ($mm)
$360.34
Employees
1593
  • drill down
  • watch
Ticker: LEH
 
 
 
 
 
 
 
 
Lehman Brothers
Lehman Brothers, an innovator in global finance, serves the financial needs of corporations, governments and municipalities, institutional clients, and high net worth individuals worldwide.
year
2007
rev ($mm)
$59,003.00
EBITDA ($mm)
$6,590.00
EBIT ($mm)
$6,013.00
Net Income ($mm)
$4,192.00
Employees
  • drill down
  • watch
Ticker: NMR
 
 
 
 
 
 
 
 
Nomura Holdings, Inc.
Nomura Holdings, Inc.
Nomura is a leading financial services group and the preeminent Asian-based investment bank with worldwide reach. Nomura provides a broad range of innovative solutions tailored to the specific requirements of individual, institutional, corporate and government clients.
year
2011
rev ($mm)
$16,764.45
EBITDA ($mm)
$3,560.91
EBIT ($mm)
$2,646.31
Net Income ($mm)
$346.80
Employees
35697
  • drill down
  • watch
Ticker: ASX:CHF
 
 
 
 
 
 
 
 
Charter Pacific Corp. Ltd.
Charter Pacific Corporation Limited, a diversified investment company, focuses on investing in the mining and resources, and agri-business sectors. Charter Pacific Corporation Limited was incorporated in 1987 and is headquartered in Surfers Paradise, Australia.
year
2014
rev ($mm)
$0.26
EBITDA ($mm)
($1.57)
EBIT ($mm)
($1.59)
Net Income ($mm)
Employees
  • drill down
  • watch
Ticker: LSE:MNG
 
 
 
 
 
 
 
 
M&G plc
M&G plc
M&G is an international savings and investment business. M&G serves customers through two brands: M&G Investments - an asset manager; and Prudential which manages long-term savings, investments and retirement solutions. M&G manages investments for both individuals and large institutional investors.
year
2019
rev ($mm)
$41,560.33
EBITDA ($mm)
$5,143.02
EBIT ($mm)
$5,027.70
Net Income ($mm)
$1,403.90
Employees
6000
  • drill down
  • watch
Ticker: STT
 
 
 
 
 
 
 
 
State Street Corporation
State Street Corporation
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.
year
2021
rev ($mm)
$11,709.00
EBITDA ($mm)
EBIT ($mm)
Net Income ($mm)
$2,374.00
Employees
39000
  • drill down
  • watch
Ticker: LM
 
 
 
 
 
 
 
 
Legg Mason, Inc.
Legg Mason, Inc.
Legg Mason is a global asset management firm that provides active asset management in many major investment centers throughout the world.
year
2016
rev ($mm)
$2,660.84
EBITDA ($mm)
$492.47
EBIT ($mm)
$436.32
Net Income ($mm)
Employees
  • drill down
  • watch
Ticker: SWX:PGHN
 
 
 
 
 
 
 
 
Partners Group Holding AG
Partners Group Holding AG
Partners Group is a global private markets investment manager, serving over 900 institutional investors worldwide. They have USD 66 billion in assets under management and more than 950 professionals across 19 offices worldwide.
year
2020
rev ($mm)
$1,497.70
EBITDA ($mm)
$952.53
EBIT ($mm)
$942.21
Net Income ($mm)
$856.43
Employees
0
  • drill down
  • watch