Like 100M

closed 10/10/2018 via BNC Analysis

NeoXam, acquired 100M

synopsis: NeoXam, a global financial software company, has acquired 100M, a French provider of reporting solutions to the finance industry. 100M's solution allows users to monitor their portfolio, manage fund reporting for any asset class and generate customized client reports.
buyer parent: Cathay Capital Private Equity
buyer: NeoXam
NeoXam is a global financial software company that deliver reliable and scalable solutions, processing more than $15 trillion worth of assets per day and serving over 10,000 users. NeoXam helps buy- and sell-side clients address the continuous changes in the financial industry. "
target: 100M
100M is a French provider of reporting solutions to the finance industry. Their solution simplifies reporting, digitizes portfolio monitoring and improves client service. 100M allows users to monitor their portfolio, manage fund reporting for any asset class and generate customized client reports.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 5/3/2021 via Company Press Release

Imagine Software, Inc. merged with TradingScreen Inc,

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

280 CapMarkets will be merged with Incapital,

synopsis: Incapital, a leading underwriter and distributor of fixed income and market-linked securities, and 280 CapMarkets, a technology company providing best execution trading support and price transparency, announced they are merging to create InspereX.
buyer: Incapital
Incapital was founded in 1999 and is a leading underwriter and distributor of securities to more than 500 broker dealers, institutions, asset managers, RIAs and banks. "
target: 280 CapMarkets
280 CapMarkets is a financial technology company focused on delivering best execution support and price transparency to advisors, institutional investors, and issuers in the fixed income markets.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
announced 9/20/2019 via BNC Analysis

Confluence, will acquire StatPro Group PLC

synopsis: Wimbledon based, financial services technology provider, StatPro, will be acquired by US private equity firm, TA Associates, via its Confluence Technologies arm. AIM listed StatPro, which provides cloud-based investment portfolio analysis and pricing tools, has reached agreement on the terms of an all cash offer for 100% of it share capital.
buyer parent: TA Associates
buyer: Confluence
As a proven leader delivering an innovative platform to put data first in asset management, Confluence is leading the DataTech evolution for post-trade reporting. They focus on getting the data right, then reusing it across multiple investor communications deliverables for speed, and efficiency. "
target: StatPro Group PLC (AIM:SOG:$69.47)
StatPro is a global provider of award winning portfolio analytics solutions for the investment community. The Group’s cloud-based platform provides vital analysis of portfolio performance, attribution, risk and compliance.
price ($mm)[EV]
$201 [$241]
rev ($mm)
$70
EBITDA ($mm)
$9
EV / rev
3.6x
EV / EBITDA
29.5x
closed 4/29/2019 via Company Press Release

Dynamo Software, acquired Preqin Solutions Ltd

synopsis: Dynamo Software, the premier provider of comprehensive cloud software and data solutions for the alternative investment industry, has acquired Preqin Solutions, formerly Baxon Solutions. Based in London, Preqin Solutions provides cloud-based software for private equity portfolio monitoring.
buyer parent: Francisco Partners Management LLC
buyer: Dynamo Software
Dynamo Software has provided premium industry-specific, configurable investment management and reporting software for the global alternative assets industry since 1998, including fund administrators, endowments, pension funds, foundations, private equity and more. "
target parent: Preqin
target: Preqin Solutions Ltd
Preqin Solutions, formerly Baxon Solutions, is the lead innovator in cloud solutions for the private equity industry. Preqin Solutions delivers simple functionality to enhance the quality of data and the decision-making tools available to portfolio companies and asset owners.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
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 11/9/2016 via PR Web

Preqin, acquired Baxon

synopsis: Preqin, the leading source of information for the alternative assets industry, has announced its acquisition of Baxon Solutions. Baxon delivers market leading cloud collaboration software for monitoring, analyzing, managing and reporting portfolio companies' performance.
buyer: Preqin
Preqin is the leading source of information for the alternative assets industry, providing data and analysis via online databases, publications and bespoke data requests. "
target: Baxon
Baxon delivers market leading cloud collaboration software for monitoring, analyzing, managing and reporting portfolio companies' performance by automating the compilation and dynamic exchange of portfolio company information.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 12/6/2017 via PR Newswire

Solovis, LLC, acquired Madrone Software & Analytics, Inc.

synopsis: Solovis, a multi-asset class portfolio management, analytics and reporting platform for limited partners and asset allocators, announced the acquisition of Madrone Software & Analytics, Inc. a provider of portfolio, risk analytics and market intelligence for the asset management industry.
buyer: Solovis, LLC
Solovis is a multi-asset class portfolio management and reporting solution for foundations, endowments, pensions, OCIOs, and family offices. Solovis is a flexible, robust technology platform that enables detailed analysis and dynamic data modeling across multiple portfolios. "
target: Madrone Software & Analytics, Inc.
Madrone Software & Analytics, Inc. is a provider of portfolio, risk analytics and market intelligence for the asset management industry. Madrone empowers investors with accurate data, superior transparency, and predictive analytics to help them construct optimal portfolios.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 6/2/2011 via Company Press Release

Advent Software, Inc., acquired Black Diamond Performance Reporting

synopsis: Advent Software, Inc., a leading provider of software and services for the investment management industry, announced that it has completed its acquisition of Black Diamond Performance Reporting, LLC, a leading provider of web-based, outsourced portfolio management and reporting platforms for independent advisors.
buyer: Advent Software, Inc. (ADVS:$403.28)
Advent Software's quality software, data, services and tools enable financial professionals to improve service and communication to their clients, allowing them to grow their business while controlling costs. "
target: Black Diamond Performance Reporting
Founded in 2003 and headquartered in Jacksonville, Florida, Black Diamond is a leading provider of Web-based, outsourced portfolio management and reporting platforms to independent advisors, wealth managers, banks, broker-dealers and family offices.
price ($mm)
$72
rev ($mm)
$12
EBITDA ($mm)
EV / rev
6.0x
EV / EBITDA
closed 3/17/2021 via BNC Analysis

BTG Pactual, acquired Kinvo

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

Alter Domus, acquired Credit Vision Limited

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

Nasdaq, Inc., acquired Solovis, LLC

synopsis: Nasdaq, a leading global provider of trading, clearing, exchange technology, listing, information and public company services, has acquired Solovis, a privately-held financial technology company offering multi-asset class portfolio management, analytics and reporting tools across public and private markets.
buyer: Nasdaq, Inc. (NasdaqGS:NDAQ:$5,926.00)
Nasdaq is a leading global provider of trading, clearing, exchange technology, listing, information and public company services. Through its diverse portfolio of solutions, Nasdaq enables customers to plan, optimize and execute their business vision with confidence. "
target: Solovis, LLC
Solovis is a multi-asset class, multi-currency portfolio management and reporting solution for endowments, foundations, pensions, OCIOs and family offices. Solovis offers a flexible, robust platform created to generate detailed analysis and dynamic data modeling.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
announced 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 ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 5/5/2021 via PR Web

Lifeworks Advisors, LLC, acquired Aimvest Technologies Inc.

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

LPL Financial LLC, acquired Blaze Portfolio Systems

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

Featheringill Capital, acquired InvestEdge, Inc.

synopsis: Featheringill Capital, an operator-led family office investment firm, has acquired a majority stake in InvestEdge, Inc., a leading provider of innovative advisor solutions to wealth management firms. InvestEdge offers software for compliance, portfolio management, and UMA accounting.
buyer: Featheringill Capital
Featheringill Capital is an operator-led family office investment firm. Featheringill invests in high-growth businesses and partners with management teams primarily in the tech-enabled services, healthcare technology, and telecommunications space. "
target: InvestEdge, Inc.
InvestEdge is a leading provider of innovative advisor solutions to wealth management firms. InvestEdge offers software for compliance, portfolio management, and UMA accounting. The company's software allows wealth managers to tie any data source into portfolio accounting.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 10/10/2018 via BNC Analysis

NeoXam, acquired 100M

synopsis: NeoXam, a global financial software company, has acquired 100M, a French provider of reporting solutions to the finance industry. 100M's solution allows users to monitor their portfolio, manage fund reporting for any asset class and generate customized client reports.
buyer parent: Cathay Capital Private Equity
buyer: NeoXam
NeoXam is a global financial software company that deliver reliable and scalable solutions, processing more than $15 trillion worth of assets per day and serving over 10,000 users. NeoXam helps buy- and sell-side clients address the continuous changes in the financial industry. "
target: 100M
100M is a French provider of reporting solutions to the finance industry. Their solution simplifies reporting, digitizes portfolio monitoring and improves client service. 100M allows users to monitor their portfolio, manage fund reporting for any asset class and generate customized client reports.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 10/10/2018 via BNC Analysis

NeoXam, acquired 100M

synopsis: NeoXam, a global financial software company, has acquired 100M, a French provider of reporting solutions to the finance industry. 100M's solution allows users to monitor their portfolio, manage fund reporting for any asset class and generate customized client reports.
buyer parent: Cathay Capital Private Equity
buyer: NeoXam
NeoXam is a global financial software company that deliver reliable and scalable solutions, processing more than $15 trillion worth of assets per day and serving over 10,000 users. NeoXam helps buy- and sell-side clients address the continuous changes in the financial industry. "
target: 100M
100M is a French provider of reporting solutions to the finance industry. Their solution simplifies reporting, digitizes portfolio monitoring and improves client service. 100M allows users to monitor their portfolio, manage fund reporting for any asset class and generate customized client reports.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
announced 5/7/2018 via Company Press Release

Bpifrance, Cathay Capital Private Equity, will acquire NeoXam

synopsis: Cathay Capital and Bpifrance announced that they have signed an agreement to acquire a majority stake in global financial software company NeoXam from BlackFin Capital Partners. NeoXam is a global financial software company specializing in solutions and services for the buy-side and sell-side.
buyer: Cathay Capital Private Equity
buyer: Bpifrance
A consortium of Cathay Capital & Bpifrance . Cathay Capital is a leading international private equity firm in the field of cross-border investment and Bpifrance is a public investment bank. "
target parent: BlackFin Capital Partners
target: NeoXam
NeoXam is a global financial software company that deliver reliable and scalable solutions, processing more than $15 trillion worth of assets per day and serving over 10,000 users. NeoXam helps buy- and sell-side clients address the continuous changes in the financial industry.
price ($mm)
rev ($mm)
$75
EBITDA ($mm)
EV / rev
0.0x
EV / EBITDA
closed 6/3/2015 via BNC Analysis

NeoXam, acquired SmartCo

synopsis: NeoXam, a leading provider of investment management software and services, has acquired SmartCo, an innovative enterprise data management software company, advancing NeoXam’s strategy to deliver cost effective, highly configurable solutions to the global asset management community.
buyer parent: BlackFin Capital Partners
buyer: NeoXam
NeoXam provides front, middle and back-office solutions to the asset management industry. Benefiting from more than 25 years of experience, NeoXam enables clients to achieve new experience in asset management. "
target: SmartCo
SmartCo provides a global data management solution that covers most of the data area, including market data, corporate actions, indexes and benchmarks, third parties, funds and mandates, financial analysis, etc., as well as operational data for positions and transactions.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 4/23/2015 via BNC Analysis

NeoXam, acquired Nexfi SAS

synopsis: NeoXam, a company that provides front, middle and back-office solutions to the asset management industry, announces the acquisition of Nexfi, a software provider specialized in complex fund management.
buyer parent: BlackFin Capital Partners
buyer: NeoXam
NeoXam provides front, middle and back-office solutions to the asset management industry. Benefiting from more than 25 years of experience, NeoXam enables clients to achieve new experience in asset management. "
target: Nexfi SAS
Nexfi SAS, a software editing company, provides solutions for professional investors. It offers Tracker PM, an integrated software package and portfolio management system that covers all the functions required by managers, risk controllers, and middle officers.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 2/19/2014 via BNC Analysis

BlackFin Capital Partners, acquired GP3 and Decalog

synopsis: Private equity firm BlackFin has acquired GP3 and Decalog, two software solutions providers dedicated to the asset management and asset servicing industry, from SunGard. GP3 is a fund accounting, valuation and reporting software and Decalog is a middle-office, front-office and compliance software.
buyer: BlackFin Capital Partners
BlackFin Capital Partners is authorized by the Autorité des Marchés Financiers (AMF) to engage in private equity activities and the management of private equity funds (FCPRs) on behalf of qualified institutional investors. "
target parent: SunGard Data Systems Inc.
target: GP3 and Decalog
GP3 is a fund accounting, valuation and reporting software and Decalog is a middle-office, front-office and compliance software. They are both used by the asset management and asset servicing industry.
price ($mm)
rev ($mm)
$50
EBITDA ($mm)
EV / rev
0.0x
EV / EBITDA
closed 10/10/2018 via BNC Analysis

NeoXam, acquired 100M

synopsis: NeoXam, a global financial software company, has acquired 100M, a French provider of reporting solutions to the finance industry. 100M's solution allows users to monitor their portfolio, manage fund reporting for any asset class and generate customized client reports.
buyer parent: Cathay Capital Private Equity
buyer: NeoXam
NeoXam is a global financial software company that deliver reliable and scalable solutions, processing more than $15 trillion worth of assets per day and serving over 10,000 users. NeoXam helps buy- and sell-side clients address the continuous changes in the financial industry. "
target: 100M
100M is a French provider of reporting solutions to the finance industry. Their solution simplifies reporting, digitizes portfolio monitoring and improves client service. 100M allows users to monitor their portfolio, manage fund reporting for any asset class and generate customized client reports.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 5/26/2021 via BNC Analysis

Astorg, Bridgepoint, acquired Fenergo

synopsis: Irish fintech Fenergo has been acquired from New York-based venture capital firm Insight Partners by two private equity firms, Paris-based Astorg and London-based Bridgepoint. Founded in 2009, Fenergo builds software to help banks and asset managers with regulatory compliance and managing client data.
buyer: Astorg
buyer: Bridgepoint
Paris-based Astorg and London-based Bridgepoint are two private equity firms. Astorg is a global private equity firm with over €10 billion of assets under management. Bridgepoint is a major international alternative asset fund management group. "
target parent: Insight Venture Partners
target: Fenergo
Fenergo is the leading provider of Know-Your-Customer (KYC) and Client Lifecycle Management (CLM) software solutions for financial institutions. Founded in 2009, Fenergo builds software to help banks and asset managers with regulatory compliance and managing client data.
price ($mm)
$1,098
rev ($mm)
$107
EBITDA ($mm)
EV / rev
10.3x
EV / EBITDA
closed 10/2/2020 via PR Newswire

Featheringill Capital, acquired InvestEdge, Inc.

synopsis: Featheringill Capital, an operator-led family office investment firm, has acquired a majority stake in InvestEdge, Inc., a leading provider of innovative advisor solutions to wealth management firms. InvestEdge offers software for compliance, portfolio management, and UMA accounting.
buyer: Featheringill Capital
Featheringill Capital is an operator-led family office investment firm. Featheringill invests in high-growth businesses and partners with management teams primarily in the tech-enabled services, healthcare technology, and telecommunications space. "
target: InvestEdge, Inc.
InvestEdge is a leading provider of innovative advisor solutions to wealth management firms. InvestEdge offers software for compliance, portfolio management, and UMA accounting. The company's software allows wealth managers to tie any data source into portfolio accounting.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 9/9/2020 via BNC Analysis

Kaizen Reporting, acquired MDM Compliance Systems Ltd

synopsis: Kaizen Reporting has acquired MDM Compliance Systems, a provider of shareholding disclosure management, monitoring and reporting solutions. MDM Compliance Systems is a RegTech business providing a SaaS based Compliance Monitoring Solution for shareholding disclosures on a global basis.
buyer: Kaizen Reporting
Kaizen Reporting is regulatory reporting specialist on a mission to transform the quality of regulatory reporting in the financial services industry. By combining regulatory expertise with advanced technology, they’ve developed a market-leading assurance and shareholding disclosure services. "
target: MDM Compliance Systems Ltd
MDM Compliance Systems is a RegTech business providing a SaaS based Compliance Monitoring Solution for shareholding disclosures on a global basis. Clients include major Asset Managers and Investments banks.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 5/22/2020 via Company Press Release

Smarsh, Inc., acquired Entreda, Inc.

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

Broadridge Financial Solutions, Inc., acquired Financial Database Services

synopsis: Broadridge Financial Solutions, a leading provider of investor communications and technology-driven solutions, has acquired Financial Database Services, a trusted provider of compensation management, compliance and advisor onboarding solutions for the wealth management industry.
buyer: Broadridge Financial Solutions, Inc. (BR:$4,824.00)
Broadridge Financial Solutions, Inc. is a leading provider of investor communications and technology-driven solutions to banks, broker-dealers, asset managers and corporate issuers globally. Broadridge helps clients reduce their capital investments in operations infrastructure. "
target: Financial Database Services
Financial Database Services, the developer of the CAESAR suite of products, provides a modular suite of compensation and compliance tools to the wealth management industry, including advisor onboarding and analytics solutions.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 5/15/2019 via BNC Analysis

Midwinter Financial Services, acquired InvestmentLink

synopsis: Midwinter, an Australian financial advice technology company, has acquired InvestmentLink from AllMyFunds, an Australian private holding company. InvestmentLink is an Australian technology solutions provider that helps financial services organisations interact and transact with their distribution channels, partners and customers.
buyer: Midwinter Financial Services
Midwinter is an Australian financial advice technology company. Midwinter provides cutting edge financial planning software packages for the financial services and superannuation industries. Their clients include banks, government institutions, superannuation funds, and small independent practices. "
target parent: All My Funds
target: InvestmentLink
InvestmentLink is an Australian technology solutions provider that helps financial services organisations interact and transact with their distribution channels, partners and customers. Their platform allows users to connect to over 300 funds, platforms, wraps, banks and credit card providers.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 10/17/2018 via PR Newswire

Compliance Solutions Strategies, acquired TradeChannel AB

synopsis: Compliance Solutions Strategies ("CSS"), the leading global RegTech platform backed by CIP Capital, has acquired TradeChannel, a leading provider of post-trade regulatory reporting, data and systems integration software to the financial services industry. TradeChannel is based in Stockholm, Sweden.
buyer parent: CIP Capital
buyer: Compliance Solutions Strategies
Compliance Solutions Strategies (CSS) is a leading provider of technology-enabled regulatory and compliance solutions to the financial services industry. The CSS platform is comprehensive, offering regulatory reporting, data management, outsourced compliance management and more. "
target: TradeChannel AB
TradeChannel is a leading software company that assists the Nordic financial community with post-trade regulatory reporting, data and systems integration software solutions. Its client base includes major Nordic asset managers, pension funds, banks and insurance companies.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
announced 5/7/2018 via Company Press Release

Bpifrance, Cathay Capital Private Equity, will acquire NeoXam

synopsis: Cathay Capital and Bpifrance announced that they have signed an agreement to acquire a majority stake in global financial software company NeoXam from BlackFin Capital Partners. NeoXam is a global financial software company specializing in solutions and services for the buy-side and sell-side.
buyer: Cathay Capital Private Equity
buyer: Bpifrance
A consortium of Cathay Capital & Bpifrance . Cathay Capital is a leading international private equity firm in the field of cross-border investment and Bpifrance is a public investment bank. "
target parent: BlackFin Capital Partners
target: NeoXam
NeoXam is a global financial software company that deliver reliable and scalable solutions, processing more than $15 trillion worth of assets per day and serving over 10,000 users. NeoXam helps buy- and sell-side clients address the continuous changes in the financial industry.
price ($mm)
rev ($mm)
$75
EBITDA ($mm)
EV / rev
0.0x
EV / EBITDA
closed 2/27/2017 via Company Press Release

Microgen Plc, acquired Primacy Corporation

synopsis: Microgen plc is pleased to announce the acquisition of Primacy Corporation (‘Primacy’) from the Kelly Family Trust. Primacy is a Toronto-based provider of software to the Trust & Fund Administration market and will be integrated into the Microgen Financial Systems business.
buyer: Microgen Plc (LSE:MCGN:$89.10)
Microgen is the owner of two software businesses, Aptitude Software and Microgen Financial Systems. Aptitude Software serves enterprise CFOs in a range of industries, helping them to streamline finance operations. Microgen Financial Systems offers a range of financial services technology systems. "
target parent: Kelly Family Charitable Trust
target: Primacy Corporation
Primacy is a Toronto-based provider of software to the Trust & Fund Administration market. It was created to address the expansive needs of private banks and offshore trusts to better serve the growing demands of their clients in the wealth management sector.
price ($mm)
$4.27
rev ($mm)
$2
EBITDA ($mm)
EV / rev
2.8x
EV / EBITDA
announced 9/25/2016 via BNC Analysis

IRESS Market Technology Limited, will acquire Financial Synergy

synopsis: IRESS announced it has entered into an agreement to acquire Financial Synergy, a leading and established provider of fund administration software to the Australian superannuation and wealth management industries.
buyer: IRESS Market Technology Limited (ASX:IRE:$292.95)
IRESS is a principal supplier of sophisticated share market and wealth management systems around the world. Innovative and extensive, IRESS solutions deliver streamlined data and workflow to financial markets and wealth management professionals. "
target: Financial Synergy
Financial Synergy is a privately-owned Australian company providing fund administration software to the superannuation and wealth management industries. Their solutions help clients service members efficiently, address ongoing legislative change and deliver superior services to their members.
price ($mm)
$68
rev ($mm)
$21
EBITDA ($mm)
$7
EV / rev
3.3x
EV / EBITDA
9.6x
closed 2/19/2014 via BNC Analysis

BlackFin Capital Partners, acquired GP3 and Decalog

synopsis: Private equity firm BlackFin has acquired GP3 and Decalog, two software solutions providers dedicated to the asset management and asset servicing industry, from SunGard. GP3 is a fund accounting, valuation and reporting software and Decalog is a middle-office, front-office and compliance software.
buyer: BlackFin Capital Partners
BlackFin Capital Partners is authorized by the Autorité des Marchés Financiers (AMF) to engage in private equity activities and the management of private equity funds (FCPRs) on behalf of qualified institutional investors. "
target parent: SunGard Data Systems Inc.
target: GP3 and Decalog
GP3 is a fund accounting, valuation and reporting software and Decalog is a middle-office, front-office and compliance software. They are both used by the asset management and asset servicing industry.
price ($mm)
rev ($mm)
$50
EBITDA ($mm)
EV / rev
0.0x
EV / EBITDA
closed 5/1/2013 via BNC Analysis

All My Funds, acquired InvestmentLink

synopsis: AllMyFunds Technology has acquired financial services technology provider InvestmentLink in a move to bolster its scaled advice offering. InvestmentLink is an independent provider of live fund transaction data, currently receiving investment transaction data from over 60 funds and distributing to 100 dealer groups across Australia.
buyer: All My Funds
AllMyFunds is a Queensland based technology company specialising in financial industry solutions. The company’s current suite of modules provides low-touch scalable superannuation advice, modelling, reporting and call centre solutions. "
target: InvestmentLink
InvestmentLink is focused on developing technology solutions that help financial services organisations engage, interact and transact with their distribution channels, partners and customers. It is focused on being a valued partner to its customers in the wealth management industry.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
announced 9/23/2020 via GlobeNewswire

MarketAxess Holdings, Inc., will purchase Regulatory Reporting Hub from Deutsche Börse Group

synopsis: MarketAxess, the operator of a leading electronic trading platform for fixed-income securities, and the provider of market data and post-trade services for the global fixed-income markets, has entered into an agreement to acquire the Regulatory Reporting Hub, the regulatory reporting business of Deutsche Börse Group.
buyer: MarketAxess Holdings, Inc. (MKTX:$615.14)
MarketAxess operates a leading, institutional electronic trading platform delivering expanded liquidity opportunities, improved execution quality and significant cost savings across global fixed-income markets. "
seller: Deutsche Börse Group (XTRA:DB1:$4,215.07)
The acquisition includes the Regulatory Reporting Hub, the regulatory reporting business of Deutsche Börse Group. The Regulatory Reporting Hub is a pan-European reporting and compliance platform that enables buy- and sell-side clients to meet regulatory and transparency requirements across multiple
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 7/31/2019 via Company Press Release

Dynamo Software, acquired Communica

synopsis: Dynamo Software has acquired Communica, the products subsidiary of Digiterre. Communica provides CRM, investor servicing and compliance software for some of the largest and high-profile hedge funds, private equity firms, prime brokers and fund administrators worldwide.
buyer parent: Francisco Partners Management LLC
buyer: Dynamo Software
Dynamo Software has provided premium industry-specific, configurable investment management and reporting software for the global alternative assets industry since 1998, including fund administrators, endowments, pension funds, foundations, private equity and more. "
target parent: Digiterre Ltd.
target: Communica
Communica has been a significant force in the alternative investments sector since 2005, providing CRM, investor servicing and compliance software for some of the largest and high-profile hedge funds, private equity firms, prime brokers and fund administrators worldwide.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
announced 7/17/2019 via PR Newswire

Croesus Finasoft, Inc., will acquire softTarget

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

Torstone Technology Ltd, will acquire Percentile

synopsis: Torstone Technology, a leading global provider of post-trade securities and derivatives processing technology, will acquire Percentile, a provider of cloud-based risk and compliance technology to global financial markets. Percentile boosts the performance of risk calculations and provides consistent and centralised access to all risk exposures.
buyer: Torstone Technology Ltd
Torstone is a leading global provider of cross-asset securities and derivatives post-trade processing technology. Torstone’s cloud-based Inferno platform is fast, flexible and future-proof. It enables global financial firms to reduce their costs, achieve greater control, and minimise risk. "
target: Percentile
Percentile is a provider of real-time, cloud-based risk and compliance technology to global financial markets. Percentile’s flagship product, RiskMine, drives alignment between trading desks and risk management and delivers confidence with unprecedented levels of transparency and governance.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
announced 12/20/2018 via Company Press Release

Gryphon Investors, will acquire RegEd, Inc.

synopsis: Gryphon Investors, a San Francisco-based middle-market private equity firm, announced that it has signed a definitive agreement to acquire RegEd, Inc., the leading provider of compliance and regulatory management services for insurance companies, broker-dealers, banks, and other financial services companies.
buyer: Gryphon Investors
Based in San Francisco, Gryphon Investors is a leading private equity firm focused on profitably growing and competitively enhancing middle-market companies in partnership with experienced management teams. "
target parent: Falfurrias Capital
target: RegEd, Inc.
Founded in 2000 and headquartered in Raleigh, North Carolina, RegEd provides SaaS-based enterprise solutions through a suite of over 25 separate software modules to more than 200 blue-chip customers, including 80% of the top 25 financial services firms.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 7/18/2018 via BNC Analysis

Prime Trust, acquired FundAmerica Technologies

synopsis: Prime Trust has just purchased crowdfunding regtech specialist FundAmerica. FundAmerica provides SaaS tools and technology to a variety of issuers, broker-dealers, investment advisers, financial institutions and other entities. FundAmerica builds SEC-compliant solutions for technology-based securities offerings.
buyer: Prime Trust
Prime Trust is a blockchain-driven trust company that sees itself disrupting the traditional trust industry in the same way PayPal disrupted merchant processing. The firm serves as a custodian and trustee for personal and corporate trusts, as well as for crowdfunding platforms. "
target: FundAmerica Technologies
FundAmerica provides SaaS tools and technology to a variety of issuers, broker-dealers, investment advisers, financial institutions and other entities. FundAmerica builds SEC-compliant solutions for technology-based securities offerings.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 4/13/2018 via Company Press Release

ESW Capital, LLC, acquired Firm58

synopsis: ESW Capital, LLC, announced that it has acquired Firm58, one of the most respected names in trading firm and broker dealer back-office automation solutions. Firm58 provides growth-conscious capital markets firms a suite of powerful, web-based automation technologies that improve post-trade processes and increase efficiency.
buyer: ESW Capital, LLC
Based in Austin, Texas, Enterprise Software (ESW) Capital has honed a finely-tuned methodology focused on buying, strengthening, and growing mature business software companies. ESW and its affiliated companies have been in the enterprise software space since 1988. "
target: Firm58
Firm58 simplifies trade operations for capital markets firms. Their web-based financial management software manages the processes associated with fees, commissions and payouts. They offer solutions for billing, profit/expense analysis, commission sharing arrangements and compliance & surveillance.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA

Like 100M


read more

100M

Imagine Software, Inc.

280 CapMarkets

StatPro Group PLC

Preqin Solutions Ltd

Advisory World

Baxon

Madrone Software & Analytics, Inc.

Black Diamond Performance Reporting

Kinvo

Credit Vision Limited

Solovis, LLC

Fidessa group plc

Fidessa group plc

FolioDynamix

Dow Jones & Company, Inc.

Codefarm

Aimvest Technologies Inc.

Blaze Portfolio Systems

InvestEdge, Inc.

read more

100M

read more

100M

NeoXam

SmartCo

Nexfi SAS

GP3 and Decalog

read more

100M

Fenergo

InvestEdge, Inc.

MDM Compliance Systems Ltd

Entreda, Inc.

Financial Database Services

InvestmentLink

TradeChannel AB

NeoXam

Primacy Corporation

Financial Synergy

GP3 and Decalog

InvestmentLink

Deutsche Börse Group

Communica

softTarget

Percentile

RegEd, Inc.

FundAmerica Technologies

Firm58

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: 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: 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: 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: 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: 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: ASX:IRE
 
 
 
 
 
 
 
 
IRESS Market Technology Limited
IRESS Market Technology Limited
IRESS Limited is an Australian software company specialising in the development of software systems and services for financial markets and wealth management.
year
2019
rev ($mm)
$292.95
EBITDA ($mm)
$66.10
EBIT ($mm)
$56.39
Net Income ($mm)
$37.49
Employees
2011
  • drill down
  • watch
Ticker: 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: MORN
 
 
 
 
 
 
 
 
Morningstar, Inc.
Morningstar, Inc.
Morningstar, Inc. is a leading provider of independent investment research in North America, Europe, Australia, and Asia. The company offers an extensive line of Internet, software, and print-based products and services for individuals, financial advisors, and institutions.
year
2020
rev ($mm)
$1,244.10
EBITDA ($mm)
$251.90
EBIT ($mm)
$184.60
Net Income ($mm)
$142.70
Employees
6896
  • drill down
  • watch
Ticker: 601519.SS
 
 
 
 
 
 
 
 
Shanghai Great Wisdom Co., Ltd.
Shanghai Great Wisdom Co., Ltd.
Great Wisdom provides services in the areas of financial database, real-time quotes transmission, real-time quotes reveal and investment analysis software, financial education system, information dissemination, Web and other areas of financial services platform.
year
2013
rev ($mm)
$92.77
EBITDA ($mm)
($76.41)
EBIT ($mm)
($68.57)
Net Income ($mm)
Employees
  • drill down
  • watch
Ticker: AIM:KRM
 
 
 
 
 
 
 
 
KRM22
KRM22 is a London-listed investment company that invests in, and acquires stakes in, selected technology companies with a focus on risk management software to the capital markets sector.
year
2018
rev ($mm)
$1.63
EBITDA ($mm)
($6.12)
EBIT ($mm)
($6.78)
Net Income ($mm)
Employees
0
  • drill down
  • watch
Ticker: 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:
 
 
 
 
 
 
 
 
Donnelley Financial Solutions
Donnelley Financial Solutions
Donnelley Financial Solutions (DFIN) is a leading global risk and compliance solutions company. They provide domain expertise, software and data analytics for every stage of their clients’ business and investment lifecycles.
year
2018
rev ($mm)
$987.50
EBITDA ($mm)
$132.00
EBIT ($mm)
$108.60
Net Income ($mm)
$50.90
Employees
3400
  • drill down
  • watch
Ticker:
 
 
 
 
 
 
 
 
Bravura Solutions Limited
Bravura Solutions Limited
Bravura Solutions is a leading provider of software solutions for the wealth management, life insurance and fund administration industries, underpinned by functionally rich technology that enables modernisation, consolidation and simplification.
year
2020
rev ($mm)
$194.13
EBITDA ($mm)
$45.84
EBIT ($mm)
$36.98
Net Income ($mm)
$28.29
Employees
1442
  • drill down
  • watch
Ticker: ASX:REV
 
 
 
 
 
 
 
 
Real Estate Investar
Real Estate Investar
Real Estate Investar is an Australian provider of products and services for property investors. Real Estate Investar helps people to find, analyse and track investment properties. Their platform provides users with all the tools, data and information they need to invest in property successfully.
year
2019
rev ($mm)
$0.59
EBITDA ($mm)
($0.38)
EBIT ($mm)
($0.63)
Net Income ($mm)
Employees
0
  • drill down
  • watch
Ticker: PT
 
 
 
 
 
 
 
 
PINTEC
PINTEC
PINTEC is a leading independent technology platform enabling financial services in China. With its mission to "Power the Future of Finance", PINTEC aims to advance financial services by providing customizable and modular fintech solutions to its financial and business partners.
year
2018
rev ($mm)
$156.10
EBITDA ($mm)
$13.41
EBIT ($mm)
$12.65
Net Income ($mm)
$0.96
Employees
432
  • drill down
  • watch
Ticker:
 
 
 
 
 
 
 
 
Censof Holdings Berhad
Censof, an investment holding company, develops and markets financial management software in Malaysia and Indonesia. It operates Financial Management Software Solution, Payment Aggregation Solutions, Wealth Management Solutions, Training Solution, and Information Communication Technology segments.
year
2018
rev ($mm)
$18.80
EBITDA ($mm)
($1.81)
EBIT ($mm)
($1.93)
Net Income ($mm)
Employees
0
  • drill down
  • watch
Ticker: SSNC
 
 
 
 
 
 
 
 
SS&C Technologies, Inc.
SS&C Technologies, Inc.
SS&C is a global provider of investment and financial software-enabled services and software focused exclusively on the global financial services industry.
year
2020
rev ($mm)
$4,669.30
EBITDA ($mm)
$1,685.20
EBIT ($mm)
$947.10
Net Income ($mm)
$456.90
Employees
22800
  • drill down
  • watch
Ticker: BLK
 
 
 
 
 
 
 
 
BlackRock, Inc.
BlackRock, Inc.
BlackRock is a global leader in investment management, risk management and advisory services for institutional and retail clients. They help clients around the world meet their goals and overcome challenges with a range of products that include separate accounts, mutual funds, iShares®, and more.
year
2019
rev ($mm)
$13,880.00
EBITDA ($mm)
$5,602.00
EBIT ($mm)
$5,300.00
Net Income ($mm)
$4,199.00
Employees
0
  • drill down
  • watch
Ticker: MKTX
 
 
 
 
 
 
 
 
MarketAxess Holdings, Inc.
MarketAxess Holdings, Inc.
MarketAxess operates a leading, institutional electronic trading platform delivering expanded liquidity opportunities, improved execution quality and significant cost savings across global fixed-income markets.
year
2020
rev ($mm)
$615.14
EBITDA ($mm)
$350.02
EBIT ($mm)
$321.32
Net Income ($mm)
$262.94
Employees
527
  • drill down
  • watch
Ticker: AIM:FDP
 
 
 
 
 
 
 
 
First Derivatives plc
First Derivatives plc
First Derivatives (FD) is a global technology provider with nearly 20 years of experience of working with some of the world’s largest finance, technology and energy institutions.
year
2017
rev ($mm)
$222.71
EBITDA ($mm)
$27.38
EBIT ($mm)
$21.19
Net Income ($mm)
$11.43
Employees
2000
  • drill down
  • watch