Like RobustWealth

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.
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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
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).
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announced 3/1/2021 via GlobeNewswire

AssetMark, Inc., will acquire Voyant, Inc.

synopsis: AssetMark Financial Holdings, Inc., a leading provider of extensive wealth management and technology solutions, announced it will acquire 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
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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.
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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.
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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.
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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.
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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.
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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.
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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
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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.
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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.
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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.
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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.
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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
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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.
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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.
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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.
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closed 8/1/2012 via BNC Analysis

Equiniti Limited, acquired Peter Evans Associates

synopsis: The Equiniti Group, a leading financial and business services outsourcing provider, announces the acquisition of leading technology provider for financial services firms, peterevans. peterevans is a leading independent provider of front to back office solutions for the financial services sector.
buyer: Equiniti Limited (LSE:EQN:$669.57)
Equiniti is a strategic partner to leading businesses, delivering complete commercial solutions in share registration, employee benefits, investment services and outsourced specialist tasks. "
target: Peter Evans Associates
Peter Evans offers packaged solutions for a wide range of back office applications, within the Securities and Investment Industry. The flexible business rules allow the software to be configured to meet specific business processes with a minimum of compromise.
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closed 1/2/2008 via BusinessWire

SciVantage, Inc., acquired Unger Software

synopsis: Scivantage, a leading provider of web-based, front- and middle-office technology solutions to the financial services industry, has acquired the assets of Unger Software Corporation, a provider of financial planning software. Unger Software will become a new division of Scivantage. The division will be re-branded as Financial Guidance.
buyer: SciVantage, Inc.
Scivantage is the premier provider of web-based, front- and middle-office brokerage products.Leveraging your existing back office, Scivantage’s easy and affordable platforms automate manual functions and integrate fundamental content into one fully customizable, straight-through-processed interface."
target: Unger Software
Unger Software (now, Financial Guidance Solutions, Inc.) develops and delivers financial guidance and planning software to corporate clients, individual advisors, and third party partners in the financial services industry.
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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.
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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.
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announced 6/5/2018 via PR Newswire

Javier Marín Romano, Warburg Pincus, will acquire Self Bank

synopsis: Warburg Pincus, a leading global private equity firm, and Javier Marín Romano, a Spanish banking veteran with 25 years of experience in the sector, have partnered to acquire Self Bank from Société Générale's Boursorama subsidiary. Self Bank is a leading online wealth management provider with a broad suite of banking and wealth management products.
buyer: Warburg Pincus
buyer: Javier Marín Romano
Warburg Pincus LLC is a leading global private equity firm focused on growth investing. The firm has more than $44 billion in private equity assets under management. The firm's active portfolio of more than 160 companies is highly diversified by stage, sector and geography. "
target parent: Société Générale
target: Self Bank
Self Bank is a leading online wealth management provider with a broad suite of banking and wealth management products including savings accounts, payroll accounts, equity and over 2,000 investment funds. They are based in Madrid, Spain.
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closed 3/4/2019 via Company Press Release

Axos Financial, Inc, acquired WiseBanyan

synopsis: Axos Financial, the holding company for Axos Bank which provides financing for residential properties and businesses, has acquired WiseBanyan, the world’s first free financial advisor. WiseBanyan empowers its clients to start managing their money early and provides the best advice for them.
buyer: Axos Financial, Inc (AX:$430.32)
Axos Financial, Inc. is the holding company for Axos Bank, a nationwide bank that provides financing for single and multifamily residential properties, small-to-medium size businesses in target sectors, and selected specialty finance receivables. "
target: WiseBanyan
WiseBanyan is the world’s first free financial advisor. By having no minimum requirements to start and not earning money based off its clients' assets under management, WiseBanyan empowers its clients to start earlier and provide the best advice after they do.
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closed 3/17/2017 via BNC Analysis

BinckBank, acquired Pritle

synopsis: Dutch robo-advisor Pritle has been acquired by BinckBank. Founded by former ABN Amro executive Thomas Bunnick, Pritle helps users to define and track their financial operations through automatic portfolio re-balancing and personalised recommendations. Pritle is a new modern, simple to use online wealth manager.
buyer: BinckBank (:$186.53)
BinckBank is the largest independent Dutch online bank for investors. BinckBank operates as an online bank for investors and savers by offering online financial services provided by its central European IT platform. "
target: Pritle
Pritle is a new modern, simple to use online wealth manager to help users get more out of their money. Founded by former ABN Amro executive Thomas Bunnick, Pritle helps users to define and track their financial operations through automatic portfolio re-balancing and personalised recommendations.
price ($mm)
$13
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announced 3/26/2015 via PR Newswire

Northwestern Mutual, will acquire LearnVest

synopsis: Northwestern Mutual has announced that it will acquire LearnVest™, a leader in online financial planning and client experience technology. LearnVest is one of the fastest-growing financial planning platforms in America. Through the comprehensive LearnVest Program, LearnVest helps thousands of households nationwide take control of their money.
buyer: Northwestern Mutual
Northwestern Mutual has been helping families and businesses achieve financial security for nearly 160 years. With more than $1.5 trillion worth of life insurance protection in force, Northwestern Mutual delivers financial security to more than 4.3 million people. "
target: LearnVest
LearnVest is one of the fastest-growing financial planning platforms in America. Through the comprehensive and dynamic LearnVest Program, LearnVest helps thousands of households nationwide take control of their money.
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closed 11/19/2007 via BusinessWire

ING DIRECT USA, acquired ShareBuilder Corporation

synopsis: ING DIRECT USA, the nation’s largest direct bank has completed its acquisition of ShareBuilder Corporation, a privately-held Seattle-based online financial services company. The acquisition will add cost-effective, simple investment options to ING DIRECT’s consumer product offerings.
buyer parent: ING Group NV
buyer: ING DIRECT USA
ING DIRECT, the nation’s largest direct bank and fourth-largest thrift, is dedicated to inspiring Americans to become a nation of savers. Since its inception in 2000, more than 6 million Americans have entrusted their savings with ING DIRECT, building the bank to $77 billion in assets. "
target: ShareBuilder Corporation
ShareBuilder Securities Corporation is an online brokerage designed for long-term investing. The company's vision is to increase the personal savings rate of the average American by helping people build and manage wealth over the long term.
price ($mm)
$220
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announced 3/14/2016 via BusinessWire

Goldman Sachs & Co., will acquire Honest Dollar

synopsis: The Investment Management Division of Goldman Sachs has agreed to acquire Honest Dollar. The company is a web and mobile-based retirement savings platform, as part of an effort to serve the approximately 45 million Americans who do not have access to employer-sponsored retirement plans.
buyer: Goldman Sachs & Co. (GS:$37,162.00)
The Goldman Sachs Group Inc. is a leading global investment banking, securities and investment management firm that provides a wide range of financial services to a substantial and diversified client base that includes corporations, financial institutions, governments and high-net-worth individuals."
target: Honest Dollar
Honest Dollar develops retirement products for underserved audiences that work for everyone: employee, employer and the economy. Honest Dollar’s mission is to remove potential barriers that keep these underserved audiences from establishing and maintaining retirement accounts.
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closed 7/14/2006 via Company Press Release

BISYS Group, Inc., acquired TIME Financial Services, Inc.

synopsis: BISYS, a leading provider of outsourcing solutions for the financial services sector, today announced its acquisition of TIME Financial Services, Inc., a Woodland Hills, CA - based independent, privately-held planning and insurance consulting organization dedicated to servicing national financial advisory firms.
buyer parent: Citi
buyer: BISYS Group, Inc. (BSG:$0.00)
The BISYS Group, Inc. provides global solutions that enable investment firms, insurance companies and agents to more efficiently serve their customers, grow their businesses, and respond to evolving regulatory requirements. "
target: TIME Financial Services, Inc.
TIME Financial Services is the planning and insurance consultant to financial advisor firms throughout the entire United States. TIME brings expertise in estate planning, business planning, charitable planning, and life insurance to the clients of financial advisors.
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announced 5/27/2020 via BNC Analysis

M&G plc, will acquire Ascentric

synopsis: M&G, an international savings and investment business, will acquire Ascentric from Royal London, a mutual life insurance, pensions and investment company in the UK. Ascentric is a digital wrap and wealth management platform in the UK. Ascentric's platform enables financial advisers to manage their clients’ financial needs in just one place.
buyer: M&G plc (LSE:MNG:$41,560.33)
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. "
target parent: Royal London
target: Ascentric
Ascentric is a leading digital wrap and wealth management platform in the UK. Ascentric offers a fully integrated online investment management and dealing platform that enables financial advisers to manage their clients’ financial needs in just one place.
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closed 8/12/2019 via BNC Analysis

Legal & General Group Plc, acquired MyFutureNow

synopsis: Legal & General, one of the UK’s leading financial services groups, has acquired MyFutureNow, an online pension tracing and consolidation service in the UK. MyFutureNow finds historical pensions from workplaces and personal policies and brings them into one dashboard so their clients can get a full view on all of their pensions in one place.
buyer: Legal & General Group Plc (LSE:LGEN:$27,079.61)
Legal & General is one of the UK’s leading financial services groups. Legal & General is the UK’s largest investment manager for corporate pension schemes and a UK market leader in pensions de-risking, life insurance, workplace pensions and retirement income. "
target: MyFutureNow
MyFutureNow is an online pension tracing and consolidation service in the UK. MyFutureNow finds historical pensions from workplaces and personal policies and brings them into one convenient dashboard so their clients can get a full view on all of their pensions in one place.
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announced 7/19/2018 via Company Press Release

JLT Employee Benefits, will acquire Moola

synopsis: JLT Employee Benefits (JLT), one of the UK’s leading employee benefit providers, has acquired the award-winning digital saving and investment service Moola, subject to regulatory approval. Moola is an innovative, affordable and consumer-friendly investment service.
buyer parent: Jardine Lloyd Thompson Group PLC
buyer: JLT Employee Benefits
JLT Employee Benefits is one of the UK’s leading employee benefit providers. JLT Employee Benefits offers a single centralised source for all pension and benefit requirements. They inform, consult and deliver. "
target: Moola
Moola is a digital saving and investment service. Moola is an innovative, affordable and consumer-friendly investment service. It offers customers the opportunity to invest in Individual Savings Accounts (ISAs), Generalised Investment Accounts (GIA), as well as ethical and tax efficient portfolios.
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announced 5/30/2018 via PR Newswire

Metal Pay, will acquire Crumbs Technologies Inc.

synopsis: Metal Pay, a blockchain-based financial services company, will acquire Crumbs Technologies Inc., an innovative micro investing app that allows users to invest in digital assets. Crumbs lets users invest in digital assets with their spare change from credit and debit cards. The spare change goes into their own customizable indexes of digital assets.
buyer: Metal Pay
Metal Pay is reimagining money by putting digital assets in the hands of every person in the world. By creating an ecosystem of products, Metal meets the needs of all types of users. Metal's portfolio of products makes it simple, enjoyable and rewarding to participate in the new financial system. "
target: Crumbs Technologies Inc.
Crumbs Technologies combines the power of micro-investing with the performance of digital assets in their app, Crumbs. Crumbs lets users invest in digital assets with their spare change from credit and debit cards. The spare change goes into their own customizable indexes of digital assets.
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announced 5/21/2007 via Company Press Release

Advent International Corporation, will acquire Lloyds TSB Registrars

synopsis: Advent International, one of the world's leading global private equity firms, today signed an agreement with Lloyds TSB plc to acquire its subsidiary Lloyds TSB Registrars for a total consideration of £550 million ($1.1 billion), subject to completion and other adjustments.
buyer: Advent International Corporation
Advent International has one of the world's largest and most experienced private equity teams, with over 100 investment professionals in 15 countries. As an active, hands-on investor, we apply our resources, expertise and experience to help management teams achieve their growth objectives. "
target: Lloyds TSB Registrars
Lloyds TSB Registrars is the UK's leading provider of share registration services. We act as Registrar for over 800 companies including around 60% of the FTSE 100, and manage some 24 million shareholder accounts.
price ($mm)
$1,137
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 3/29/2007 via PR Newswire

oneShield, Inc., purchased ebis insurance billing application from Mellon Financial Corporation

synopsis: oneShield, Inc., a leading provider of innovative technology driven policy administration, automated business rules and workflow solutions to the property and casualty insurance industry, has acquired the ebis insurance billing application from Mellon Financial Corporation to further expand their Dragon product offering.
buyer: oneShield, Inc.
oneShield is a provider of browser-based solutions to automate the sales and service of insurance and bond products for insurance carriers, major brokers. Our flagship product, oneShield Dragon, is a tools- based, data-driven insurance underwriting, policy administration, rating and workflow engine."
seller: Mellon Financial Corporation
Mellon Financial Corporation is one of the world's leading providers of financial services for institutions, corporations and high net worth individuals, providing asset management, private wealth management, asset servicing, and payment solutions and investor services.
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
announced 7/10/2006 via Company Press Release

Advanced Equities Financial Corp., will acquire Greenbook Financial Services, Inc.

synopsis: Advanced Equities Financial Corp. announced that it has signed a definitive agreement to merge Greenbook Financial Services, Inc. into a newly formed wholly-owned subsidiary dedicated to the expanding wealth management marketplace.
buyer: Advanced Equities Financial Corp.
Advanced Equities Financial Corp. is a progressive financial services firm, engaging in retail and institutional securities brokerage, as well as venture capital investment banking and services. "
target: Greenbook Financial Services, Inc.
Greenbook Financial Services, Inc. provides integrated wealth management programs designed exclusively for doctors. Greenbook capabilities are driven by an in-house team of financial talent and strategic thinkers who design and manage each of the four cornerstones of our balanced platform.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 10/28/2020 via BusinessWire

Celero Commerce, acquired TransNational Payments

synopsis: Celero Commerce, a vertically-focused commerce solutions provider, announced the acquisition of TransNational Payments, a leading provider of electronic payments technology and business management SaaS solutions.
buyer: Celero Commerce
Celero is a full-service, integrated electronic commerce solutions provider powered by leading-edge technology, strategic partnerships, and business intelligence. The company offers payment processing services, business management software, and data intelligence to small and medium-sized businesses."
target: TransNational Payments
TransNational Payments is a leading provider of electronic payments technology and business management SaaS solutions. They are an industry leader in secure credit card processing, innovative payment technology and affordable full service payroll.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 10/23/2019 via Company Press Release

Ebury, acquired Frontierpay

synopsis: Ebury, an award-winning fintech based in London, has acquired Frontierpay, a company that delivers cost effective and reliable payroll payments across 180 countries. Frontierpay provides clients with unrivalled access to over 140 currencies and the largest network of in-country payment processing in the industry.
buyer: Ebury
Ebury enables cross-border transactions for companies, institutions, and banks and their clients, that want to trade internationally. Established in London in 2010, Ebury is one of Europe’s largest and best funded fintech companies. "
target: Frontierpay
Frontierpay delivers cost effective and reliable payroll payments across 180 countries. Frontierpay is an FCA Authorized and Regulated Global Payments Specialist providing clients with unrivalled access to over 140 currencies and the largest network of in-country payment processing in the industry.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 7/31/2019 via Company Press Release

Edenred, acquired Benefit Online

synopsis: Edenred, the global leader in payment solutions for the working world, has acquired Benefit Online, the market leader of electronic employee benefits. They offer a complete flow for managing, reporting, and integrating accountancy and payroll systems of all benefits chosen directly by company's employees.
buyer: Edenred (ENXTPA:EDE:$1,462.59)
Edenred is the global leader in payment solutions for the working world. Edenred is committed to improving employees’ quality of life, increasing companies’ efficiency and boosting merchants’ revenues. "
target: Benefit Online
Based in Romania, Benefit Online is the market leader of electronic employee benefits. They offer a complete flow for managing, reporting, and integrating accountancy and payroll systems of all benefits chosen directly by company's employees.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 7/6/2018 via BNC Analysis

EML Payments, acquired PerfectCard DAC

synopsis: EML Payments has acquired 74.9 per cent of Irish fintech Perfectcard DAC. Established in 2006, Perfectcard was founded to provide gift cards to Irish shopping malls. In 2010, the company expanded its suite of products to include employee reward tools.
buyer: EML Payments (ASX:EML:$66.36)
With payment solutions from EML, customers will be empowered with more control, transparency and flexibility over their payment processes. Their combined portfolio offers innovative payment technology solutions for payouts, gifts, incentives, rewards, and supplier payments. "
target: PerfectCard DAC
Established in 2006, Perfectcard was founded to provide gift cards to Irish shopping malls. In 2010, the company expanded its suite of products to include employee reward tools. Perfectcard also launched Pecan, a company expense tool that allows companies to manage budgets in real time.
price ($mm)
$3.47*
rev ($mm)
$2
EBITDA ($mm)
EV / rev
3.3x
EV / EBITDA
closed 12/15/2016 via BNC Analysis

Trustees Australia Limited, acquired Cashwerkz Pty Ltd

synopsis: Trustees Australia is pleased to advise that it has entered into a heads of agreement to acquires the issued capital of Cashwerkz Pty Ltd, an innovative Australian fin-tech company. Cashwerkz is an online term deposit marketplace and cash management platform.
buyer: Trustees Australia Limited (ASX:TAU:$2.86)
Trustees Australia is an ASX listed financial services business holding ASIC licences which allow it specialise in providing Responsible Entity, Trustee and Custodian services for asset management and administration for its own funds and on behalf of others. "
target: Cashwerkz Pty Ltd
Cashwerkz is an online term deposit marketplace and cash management platform. Cashwerkz is a new term deposit investing hub, designed for the pros and now freely available to anyone who wants to actively manage their cash.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA

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Benefit Online

PerfectCard DAC

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Geography
Matching Companies
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: PT
 
 
 
 
 
 
 
 
PINTEC
PINTEC
PINTEC is a leading independent technology platform enabling financial services in China. With its mission to "Power the Future of Finance", PINTEC aims to advance financial services by providing customizable and modular fintech solutions to its financial and business partners.
year
2018
rev ($mm)
$156.10
EBITDA ($mm)
$13.41
EBIT ($mm)
$12.65
Net Income ($mm)
$0.96
Employees
432
  • drill down
  • watch
Ticker:
 
 
 
 
 
 
 
 
Censof Holdings Berhad
Censof, an investment holding company, develops and markets financial management software in Malaysia and Indonesia. It operates Financial Management Software Solution, Payment Aggregation Solutions, Wealth Management Solutions, Training Solution, and Information Communication Technology segments.
year
2018
rev ($mm)
$18.80
EBITDA ($mm)
($1.81)
EBIT ($mm)
($1.93)
Net Income ($mm)
Employees
0
  • drill down
  • watch
Ticker: MORN
 
 
 
 
 
 
 
 
Morningstar, Inc.
Morningstar, Inc.
Morningstar, Inc. is a leading provider of independent investment research in North America, Europe, Australia, and Asia. The company offers an extensive line of Internet, software, and print-based products and services for individuals, financial advisors, and institutions.
year
2020
rev ($mm)
$1,244.10
EBITDA ($mm)
$251.90
EBIT ($mm)
$184.60
Net Income ($mm)
$142.70
Employees
6896
  • drill down
  • watch
Ticker: TSXV:ALY
 
 
 
 
 
 
 
 
AnalytixInsight
AnalytixInsight
AnalytixInsight Inc's Big Data Analytics platform helps transform data into narratives. Their flagship product Capital Cube provides high-quality financial research and content for investors, information providers, finance portals and media.
year
2016
rev ($mm)
$1.66
EBITDA ($mm)
($1.51)
EBIT ($mm)
($1.64)
Net Income ($mm)
Employees
  • drill down
  • watch
Ticker: ASX:REV
 
 
 
 
 
 
 
 
Real Estate Investar
Real Estate Investar
Real Estate Investar is an Australian provider of products and services for property investors. Real Estate Investar helps people to find, analyse and track investment properties. Their platform provides users with all the tools, data and information they need to invest in property successfully.
year
2019
rev ($mm)
$0.59
EBITDA ($mm)
($0.38)
EBIT ($mm)
($0.63)
Net Income ($mm)
Employees
0
  • drill down
  • watch
Ticker: 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: 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
  • 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: GB:FFA.GB
 
 
 
 
 
 
 
 
FFastFill plc
FFastFill plc
FFastFill is the leading provider of Software as a Service to the global derivatives community, using the latest developments in technology to automate trade flow processes across a firm's front, middle and back offices.
year
2011
rev ($mm)
$24.91
EBITDA ($mm)
$6.69
EBIT ($mm)
$3.39
Net Income ($mm)
$2.90
Employees
  • drill down
  • watch
Ticker: ASX:PPS
 
 
 
 
 
 
 
 
Praemium
Praemium
Preaemium is a specialist in the provision of portfolio administration services. Using leading edge technology to deliver cost-effective investment administration services, Præmium provides services to some of Australia’s leading financial institutions.
year
2014
rev ($mm)
$15.31
EBITDA ($mm)
$0.88
EBIT ($mm)
$0.60
Net Income ($mm)
Employees
85
  • drill down
  • watch
Ticker: FXIT
 
 
 
 
 
 
 
 
Forex International Trading Corp.
Forex International Trading Corp.
Forex International Trading develops the next generation of Forex trading platforms. 4XINT Trader is an advanced online trading platform for the Forex market.
year
2011
rev ($mm)
EBITDA ($mm)
EBIT ($mm)
Net Income ($mm)
Employees
  • drill down
  • watch
Ticker: SLF
 
 
 
 
 
 
 
 
Sun Life Financial Inc.
Sun Life Financial is a leading international financial services organization providing insurance, wealth and asset management solutions to individual and corporate clients.
year
2009
rev ($mm)
$26,356.07
EBITDA ($mm)
EBIT ($mm)
Net Income ($mm)
$2,305.63
Employees
14260
  • drill down
  • watch
Ticker: PFG
 
 
 
 
 
 
 
 
Principal Financial Group
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.
year
2018
rev ($mm)
$13,927.40
EBITDA ($mm)
$2,654.00
EBIT ($mm)
$2,455.80
Net Income ($mm)
$2,358.60
Employees
15378
  • drill down
  • watch
Ticker: BKHPF
 
 
 
 
 
 
 
 
Bank Hapoalim B.M.
Bank Hapoalim B.M.
Bank Hapoalim is Israel’s largest bank. Bank Hapoalim offers a wide range of banking services to consumers, SMEs and corporations across Israel. The bank offers banking and payments products, capital market and foreign trade facilities and a full gamut of financial planning advisory services.
year
2005
rev ($mm)
$2,654.00
EBITDA ($mm)
EBIT ($mm)
Net Income ($mm)
$632.80
Employees
13010
  • drill down
  • watch
Ticker: LPLA
 
 
 
 
 
 
 
 
LPL Financial LLC
LPL Financial LLC
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.
year
2020
rev ($mm)
$5,693.48
EBITDA ($mm)
$979.42
EBIT ($mm)
$809.99
Net Income ($mm)
$515.69
Employees
4440
  • drill down
  • watch
Ticker: SMHG
 
 
 
 
 
 
 
 
Sanders Morris Harris Group Inc.
Sanders Morris Harris Group Inc.
Sanders Morris Harris Group is a financial services company that manages over $17.4 billion in client assets. It has two primary businesses, Asset/Wealth Management and Capital Markets.
year
2009
rev ($mm)
$175.36
EBITDA ($mm)
$19.09
EBIT ($mm)
$13.15
Net Income ($mm)
Employees
540
  • 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: KWSE:GFH
 
 
 
 
 
 
 
 
GFH Financial Group
GFH is one of the most recognized financial groups in the Gulf region. Its businesses include Asset Management, Wealth Management, Commercial Banking and Real Estate Development. The Group’s operations are focused in the GCC, North Africa and India.
year
2020
rev ($mm)
$266.02
EBITDA ($mm)
EBIT ($mm)
Net Income ($mm)
$38.74
Employees
0
  • drill down
  • watch
Ticker: ASX:YBR
 
 
 
 
 
 
 
 
Yellow Brick Road
Yellow Brick Road
Yellow Brick Road is a wealth management company with one goal – to give Australian families and small businesses access to quality financial advice.
year
2015
rev ($mm)
$168.68
EBITDA ($mm)
$8.06
EBIT ($mm)
$6.79
Net Income ($mm)
Employees
  • drill down
  • watch
Ticker: SCHW
 
 
 
 
 
 
 
 
The Charles Schwab Corporation
The Charles Schwab Corporation
The Charles Schwab Corporation is a leading provider of financial services. Through its operating subsidiaries, the company provides a full range of securities brokerage, banking, money management and financial advisory services to individual investors and independent investment advisors.
year
2020
rev ($mm)
$10,615.00
EBITDA ($mm)
EBIT ($mm)
Net Income ($mm)
$3,535.00
Employees
20200
  • drill down
  • watch
Ticker: BOVESPA:BPAC3
 
 
 
 
 
 
 
 
BTG Pactual
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.
year
2019
rev ($mm)
$1,263.03
EBITDA ($mm)
EBIT ($mm)
Net Income ($mm)
$635.89
Employees
0
  • drill down
  • watch
Ticker: SEHK:1019
 
 
 
 
 
 
 
 
Convoy Financial
Convoy is an Independent Financial Advisor based out of Hong Kong. Convoy has vast experience in giving tailored financial planning advice since they understand every customer has specific needs and objectives.
year
2017
rev ($mm)
$155.13
EBITDA ($mm)
($14.99)
EBIT ($mm)
($19.16)
Net Income ($mm)
Employees
527
  • drill down
  • watch
Ticker: LSE:LGEN
 
 
 
 
 
 
 
 
Legal & General Group Plc
Legal & General is one of the UK’s leading financial services groups. Legal & General is the UK’s largest investment manager for corporate pension schemes and a UK market leader in pensions de-risking, life insurance, workplace pensions and retirement income.
year
2019
rev ($mm)
$27,079.61
EBITDA ($mm)
$2,990.27
EBIT ($mm)
$2,951.05
Net Income ($mm)
$2,329.46
Employees
7981
  • drill down
  • watch
Ticker: LSE:JTC
 
 
 
 
 
 
 
 
JTC PLC
JTC PLC
JTC PLC is an award-winning provider of fund, corporate and private client services to institutional and private clients. Founded in 1987, JTC has more than 900 people working across its global office network and is trusted to administer more than $130 billion of client assets.
year
2019
rev ($mm)
$108.81
EBITDA ($mm)
$32.57
EBIT ($mm)
$23.81
Net Income ($mm)
$17.20
Employees
700
  • drill down
  • watch
Ticker: DIFX:BLME
 
 
 
 
 
 
 
 
Bank of London and The Middle East plc
Bank of London and The Middle East plc, an independent wholesale bank, provides a range of Sharia’a compliant banking services to businesses and individuals with a focus on Europe and the Middle East. It operates through three segments: Corporate Banking, Wealth Management, and Treasury.
year
2013
rev ($mm)
$89.38
EBITDA ($mm)
EBIT ($mm)
Net Income ($mm)
$7.25
Employees
99
  • drill down
  • watch
Ticker: SEIC
 
 
 
 
 
 
 
 
SEI Investments
SEI Investments
SEI is a leading global provider of investment processing, investment management, and investment operations solutions that help corporations, financial institutions, financial advisors, and ultra-high-net-worth families create and manage wealth.
year
2020
rev ($mm)
$1,684.06
EBITDA ($mm)
$481.65
EBIT ($mm)
$446.78
Net Income ($mm)
$447.29
Employees
0
  • drill down
  • watch