Like Invisee

closed 8/13/2020 via BNC Analysis

FUNDtastic, acquired Invisee

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

Niyo, acquired Goalwise

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

OVO.id, will acquire Bareksa

synopsis: OVO, a mobile app payment system in Indonesia, will acquire Bareksa, an online trading marketplace in Indonesia that enables people to invest in Mutual Fund Products. Bareksa allows investors to monitor the performance of their mutual fund products and liquidate their investments at anytime on their website.
buyer: OVO.id
OVO is a mobile app payment system in Indonesia. OVO makes financial transactions simple, instant and secure. OVO is accepted in more than 300 cities from merchants in various categories, including F&B, Fashion, Beauty, Entertainment, Transportation, Travel and many more. "
target: Bareksa
Bareksa is an online trading marketplace in Indonesia that enables people to invest in Mutual Fund Products. Bareksa allows investors to monitor the performance of their mutual fund products and liquidate their investments at anytime on their website.
price ($mm)
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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)
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closed 10/11/2018 via BNC Analysis

MobiKwik, acquired Clearfunds

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

Niyogin Fintech Ltd., acquired Moneyfront

synopsis: Niyogin, a non-banking finance company in India, has acquired a 50.1% stake in Moneyfront, an online robo-advisory and investment platform in India. Moneyfront helps its users invest in mutual funds and other fixed-income instruments. Users can manage their investments through a customizable portfolio management system and earn superior returns.
buyer: Niyogin Fintech Ltd. (BSE:538772:$2.40)
Founded in 1988, Niyogin is a non-banking finance company in India. The company helps small businesses with their financial needs, whether it is collateral free access to credit for working capital, financing small projects, expanding businesses or purchasing inventory. "
target: Moneyfront
Moneyfront is an online robo-advisory and investment platform in India. Moneyfront helps its users invest in mutual funds and other fixed-income instruments. Users can manage their investments through a completely customizable portfolio management system and earn superior returns.
price ($mm)
$1.67*
rev ($mm)
EBITDA ($mm)
EV / rev
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closed 1/7/2011 via Market Wire

Broadridge Financial Solutions, Inc., acquired Matrix Financial Solutions

synopsis: Broadridge Financial Solutions, Inc. has announced the closing of its acquisition of Matrix Financial Solutions, Inc., the leading independent provider of mutual fund processing solutions for the defined contribution market.
buyer: Broadridge Financial Solutions, Inc. (BR:$4,824.00)
Broadridge is a technology services company focused on global capital markets. Broadridge is the market leader enabling secure and accurate processing of information for communications and securities transactions among issuers, investors and financial intermediaries. "
target parent: Bluff Point Associates
target: Matrix Financial Solutions
Matrix Financial Solutions is a leading provider of retirement products and services for third party administrators, financial advisors and banks. Matrix serves more than 300 financial institutions with over $120 billion in customer assets processed through its trading platform.
price ($mm)
$201
rev ($mm)
$80
EBITDA ($mm)
EV / rev
2.5x
EV / EBITDA
announced 8/26/2020 via BusinessWire

Valuesetters, will be merged with Netcapital

synopsis: ValueSetters, a publicly-traded boutique advisory firm with unique expertise in helping private companies raise capital over the internet, is to merge with Netcapital, a private securities platform that connects investors to entrepreneurs to help private companies grow.
buyer: Valuesetters (OTCPK:VSTR:$1.75)
Led by a team of professional investors, digital marketing experts, and technology specialists, ValueSetters is a publicly-traded boutique advisory firm with unique expertise in helping private companies raise capital over the internet. "
target: Netcapital
Netcapital is a private securities platform that connects investors to entrepreneurs to help private companies grow. Netcapital operates an investment portal that enables investors to set up an account online, browse information on private companies offering securities on the platform, and invest.
price ($mm)
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closed 4/21/2008 via BusinessWire

Marco Polo Network, Inc., acquired XTF.com

synopsis: Marco Polo Network, the largest platform for electronic trading of securities listed and traded on Emerging Markets exchanges, today announced the acquisition of the trademarks, intellectual property IT infrastructure and consumer facing assets of XTF Global Asset Management Inc., an ETF research and ETF based investment advisor.
buyer parent: NYSE Euronext
buyer: Marco Polo Network, Inc.
Marco Polo Network is currently the largest independent platform for electronic trading of securities listed and traded on Emerging Markets exchanges. MPN’s trading platform allows global investors transparent and cost efficient electronic access to over 70 local exchanges in 42 emerging markets. "
target: XTF.com
XTF Global Asset Management LLC is an investment firm dedicated to helping investors harness the power of Exchange Traded Funds (ETFs). We offer a broad range of products, services and technologies that can help you to understand the role ETFs can play in enhancing investment returns.
price ($mm)
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closed 12/31/2007 via

BinckBank, acquired Alex Beleggersbank

synopsis: Rabobank Nederland has decided to sell Alex Beleggersbank to the listed internet broker BinckBank. Alex will continue to exist as a separate brand under the ownership of BinckBank and will retain its own positioning.
buyer: BinckBank (:$186.53)
BinckBank N.V., formerly Binck N.V., is a Netherlands-based online bank for investors. The Company offers investors cost-effective access to international securities markets, including the processing of securities and cash transactions and market information. "
target parent: RaboBank
target: Alex Beleggersbank
Alex has more than 100,000 customers and is market leader in the field of online investment. Alex Beleggersbank is the largest originator of private orders on the Euronext derivatives exchange. Alex Beleggersbank has been the recipient of numerous awards through the years.
price ($mm)
$564
rev ($mm)
EBITDA ($mm)
EV / rev
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closed 12/15/2021 via BNC Analysis

Robinhood, acquired Cove Markets

synopsis: No-fee trading app Robinhood has acquired Cove Markets to help ensure quality trade executions for its users. Cove Markets Inc. is a cross-exchange trading platform that makes it easier for people to manage their crypto accounts.
buyer: Robinhood (HOOD:$1,769.97)
Robinhood is democratizing finance for all. With customers at the heart of its decisions, Robinhood is lowering barriers, removing fees, and providing greater access to financial information. Their smartphone app allows individual investors to buy and sell stocks for free. "
target: Cove Markets
Cove Markets Inc. is a cross-exchange trading platform that makes it easier for people to manage their crypto accounts. They offer advanced tools, trading algorithms, live and historical data, analytics, charts, web widgets, and more.
price ($mm)
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closed 4/21/2020 via BNC Analysis

SoFi, acquired 8 Securities Limited

synopsis: Consumer financial services platform SoFi has acquired 8 Securities, a Hong Kong-based investing app. Targeted to personal investors, 8 Securities will rebrand to SoFi Hong Kong and will begin launching services in other markets in addition to Hong Kong. 8 Securities was the first mobile-only investment service and robo-advisor to launch in Asia.
buyer: SoFi (SOFI:$867.87)
SoFi is a values-driven company on a mission to help members get their money right. They create modern financial products and services that help people borrow, save, spend, invest, and protect their money better, so that they can achieve financial independence and realize their ambitions. "
target: 8 Securities Limited
Hong Kong-based 8 Securities is a cloud-based brokerage platform that provides simple, transparent, and affordable mobile investing solutions. The company allows users to trade over 15,000 US and Hong Kong stocks and exchange traded funds as much as they like free of commission.
price ($mm)
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closed 9/6/2018 via BNC Analysis

Charleston Capital Management, acquired EquityBender

synopsis: Charleston Capital Management, an alternative asset manager, has acquired EquityBender, a company that provides an online platform for investors to identify, evaluate, and invest in early-stage media, technology, and consumer companies that meet their personal portfolio requirements.
buyer: Charleston Capital Management
Charleston Capital Management is an alternative asset manager that seeks to generate attractive, absolute returns by opportunistically and tactically investing in areas where conventional sources of capital are disproportionately unavailable. "
target: EquityBender
EquityBender provides an online platform for investors to identify, evaluate, and invest in early-stage media, technology, and consumer companies that meet their personal portfolio requirements.
price ($mm)
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announced 1/30/2020 via GlobeNewswire

Guardian Capital Group, will acquire ModernAdvisor

synopsis: Guardian Capital Group Limited, a Canadian diversified financial services company, will acquire Modern Advisor Canada Inc., a leading Canadian digital advisor platform. ModernAdvisor is a fintech start-up that helps investors to reach their investment goals through transparent, unbiased, and cost-effective investment management services.
buyer: Guardian Capital Group (TSX:GCG.A:$136.06)
Guardian Capital is a Canadian diversified financial services company operating in Asset Management and Financial Advisory. Guardian provides investment management services, financial advisory services, retail distribution of mutual funds, insurance, and general corporate services. "
target: ModernAdvisor
Vancouver-based ModernAdvisor is a digital investment management company. ModernAdvisor uses technology to help advisors bring Canadians intelligent investing options, allowing them to reach their investment goals through transparent, unbiased, and cost-effective investment management services.
price ($mm)
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announced 12/2/2015 via BNC Analysis

Wealthsimple, will acquire ShareOwner

synopsis: Wealthsimple Financial Inc., Canada's leading online investing service, announced it has acquired Canadian ShareOwner Investments Inc., the country's first automated investment manager.
buyer: Wealthsimple
Wealthsimple is Canada's leading online investment manager, making smart and simple investing accessible to all Canadians with low minimums and low fees. Their on-demand financial planning services and investment advice educate clients and keep their investments on track. "
target: ShareOwner
ShareOwner (Canadian ShareOwner Investments) has been providing independent investment education and low-cost investing services to retail investors since 1987.
price ($mm)
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announced 6/17/2020 via Company Press Release

AMTD Group, will acquire CapBridge Financial

synopsis: AMTD Digital will take majority stake in CapBridge Financial, the leading private capital platform for investing in global growth companies. They help companies and investors unlock value via a uniquely integrated primary syndication and secondary trading approach.
buyer: AMTD Group (SGX:HKB:$151.79)
Based in Hong Kong, AMTD Group is the leading comprehensive financial institution and the number one independent investment banking firm in Asia measured by both the number and the aggregate offering size of Hong Kong and US. "
target: CapBridge Financial
CapBridge is the leading private capital platform for investing in global growth companies. They help companies and investors unlock value via a uniquely integrated primary syndication and secondary trading approach.
price ($mm)
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closed 6/18/2021 via Reuters

J.P. Morgan Chase & Co., acquired Nutmeg

synopsis: JPMorgan Chase, a leading global financial services firm, has bought British digital wealth manager Nutmeg as part of the U.S. bank's expansion into the UK retail banking and investment market. Nutmeg provides online investment management services and helps build and manage the portfolio of its clients.
buyer: J.P. Morgan Chase & Co. (JPM:$121,685.00)
JPMorgan Chase & Co. is a leading global financial services firm with assets of $2.7 trillion and operations worldwide. The Firm is a leader in investment banking, financial services for consumers and small businesses, commercial banking, financial transaction processing, and asset management. "
target: Nutmeg
Nutmeg provides online investment management services and helps build and manage the portfolio of its clients. They assist their clients in taking various investment decisions that are related to equities, corporate bonds, gilts, and gold.
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closed 12/16/2019 via BusinessWire

YieldStreet, Inc., acquired WealthFlex

synopsis: YieldStreet has acquired WealthFlex, a digital IRA platform providing investors with access to private investment opportunities through self-directed IRAs. The acquisition expands YieldStreet’s product portfolio to include a tech-forward IRA offering, while providing investors with greater access to alternative investment opportunities.
buyer: YieldStreet, Inc.
YieldStreet is striving to become the world’s largest digital wealth management platform to help investors realize their next level. YieldStreet transforms the investing landscape by opening up access to institutional quality investments for individual investors across a range of asset classes. "
target: WealthFlex
WealthFlex is transforming the self-directed IRA by offering an ultra-intuitive online platform that makes it easy, fast, flexible, and cost-effective to access higher-yield private investments. WealthFlex provides instant access to investable cash with no need for plan administrator involvement.
price ($mm)
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closed 4/19/2006 via bobsguide.com

VantagePoint Venture Partners, purchased a minority stake in GAIN Capital

synopsis: GAIN Capital Group, Inc. a leading non-bank provider of foreign exchange (FOREX) trading and asset management services, announced today the successful completion of its Series D investment round, with a $40 million equity investment from VantagePoint Venture Partners.
buyer: VantagePoint Venture Partners
VantagePoint Venture Partners is one of the leading venture capital firms in the world. We focus entirely on technology and healthcare markets. As an active multi-stage investor, we work closely with companies ranging from start-ups to young public companies. "
target: GAIN Capital (GCAP:$213.30)
GAIN Capital is a market leader in the rapidly growing online foreign exchange industry. Founded in 1999 by Wall Street veterans, GAIN now services clients from more than 140 countries and supports average trade volume in excess of $200 billion per month with its customers and counterparties.
price ($mm)
$40
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 3/10/2021 via BNC Analysis

Aion Bank, acquired ETFmatic LTD

synopsis: Aion Bank, a full-service digital bank based in Brussels, has acquired ETFmatic, a London-based robo-advisor and Aion’s partner since last year. The deal has been approved by the UK’s Financial Conduct Authority (FCA). ETFmatic’s proprietary investment platform and management team will be integrated into Aion’s operations.
buyer parent: Warburg Pincus
buyer: Aion Bank
Aion, based in Belgium, is a subscription-only digital bank with a modern human touch, offering a wide range of services to individual and business customers. Seated in Brussels, it operates under a Belgian banking licence and offers customers convenient ways to optimize savings and expenses. "
target: ETFmatic LTD
ETFmatic, based in the UK, provides their customers with an easy way to manage their investment goals. The Company uses index based investment strategies and Exchange Traded Funds (ETFs) to construct and manage investment portfolios tailored to their customers' personal preferences and situations.
price ($mm)
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closed 8/13/2020 via BNC Analysis

FUNDtastic, acquired Invisee

synopsis: FUNDtastic, a leading wealth platform in Indonesia, has acquired Invisee, a mutual fund investment app in Indonesia that aims to make investing easier and fun. Invisee helps new and advanced investors to invest in mutual funds that best match their goals and needs.
buyer: FUNDtastic
FUNDtastic is a leading wealth platform in Indonesia. FUNDtastic's app provides users with strategies and financial plans that suits their risk profile and financial goals. The platform enables people to easily buy and sell mutual funds, gold, insurance and other investment instruments. "
target: Invisee
Invisee is a mutual fund investment app in Indonesia that aims to make investing easier and fun. Invisee helps new and advanced investors to invest in mutual funds that best match their goals and needs. Their tools allow users to plan their goals and monitor their investments in real time.
price ($mm)
$6.50
rev ($mm)
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closed 8/13/2020 via BNC Analysis

FUNDtastic, acquired Invisee

synopsis: FUNDtastic, a leading wealth platform in Indonesia, has acquired Invisee, a mutual fund investment app in Indonesia that aims to make investing easier and fun. Invisee helps new and advanced investors to invest in mutual funds that best match their goals and needs.
buyer: FUNDtastic
FUNDtastic is a leading wealth platform in Indonesia. FUNDtastic's app provides users with strategies and financial plans that suits their risk profile and financial goals. The platform enables people to easily buy and sell mutual funds, gold, insurance and other investment instruments. "
target: Invisee
Invisee is a mutual fund investment app in Indonesia that aims to make investing easier and fun. Invisee helps new and advanced investors to invest in mutual funds that best match their goals and needs. Their tools allow users to plan their goals and monitor their investments in real time.
price ($mm)
$6.50
rev ($mm)
EBITDA ($mm)
EV / rev
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closed 12/16/2021 via PR Newswire

Money Tree Software Ltd., acquired eFinPLAN, LLC

synopsis: Moneytree Software, LTD, an Accutech Systems Corporation company and a leading provider of cloud-based financial planning solutions, has acquired eFinPlan, a website dedicated to helping individuals understand the importance of robust financial planning.
buyer parent: Accutech Systems Corporation
buyer: Money Tree Software Ltd.
Moneytree Software is a pioneer in the development of financial planning technology to support the vital work of financial planners and advisors. The company focuses on empowering independent planners and advisors to develop mathematically advanced tools that produce accurate, repeatable results. "
target: eFinPLAN, LLC
eFinPLAN is comprehensive financial planning software for all type of individuals. eFinPlan resources include detailed information on all factors needed to create an effective financial plan, such as life stages and relationships.
price ($mm)
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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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closed 8/24/2011 via Market Wire

Nine Mile Software, Inc., merged with SaveDaily.com, Inc.

synopsis: Nine Mile Software, Inc. has acquired, pursuant to a merger, SaveDaily.com, Inc., a California corporation that produces and supports its proprietary record keeping and workflow software solutions for the financial services industry and that markets products and services to the mass market.
buyer: Nine Mile Software, Inc.
Nine Mile Software, a development stage software company, develops securities trading and rebalancing software for the Registered Investment Advisor (RIA) market. Its lead program, TradeWarrior, was designed to help RIAs to manage, allocate, and rebalance portfolios. "
target: SaveDaily.com, Inc.
SaveDaily owns its proprietary financial services platform, helping financial intermediaries succeed in bringing suitable and affordable investment services to everyday savers and investors.
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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.
price ($mm)
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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.
price ($mm)
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closed 10/18/2017 via BNC Analysis

Circle Internet Financial, acquired Trigger

synopsis: Circle, a peer-to-peer payments technology startup, has acquired mobile investing platform Trigger Finance. Trigger Finance is an award-winning investing platform that helps retail investors manage their portfolios through nature language rules and alternative orders.
buyer: Circle Internet Financial
Circle is a peer-to-peer payments technology company. It was founded by Jeremy Allaire and Sean Neville in October 2013. Circle’s mobile payment platform, Circle Pay, allows users to hold, send, and receive traditional fiat currencies. "
target: Trigger
Trigger is a mobile first investing platform that encourages rules based investing for every DIY investor. Trigger makes it easier to invest rationally through a simple rules-driven approach, called ‘triggers’.
price ($mm)
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closed 8/1/2006 via PR Newswire

Morningstar, Inc., purchased Institutional Hedge Fund and Separate Account Database Division from InvestorForce

synopsis: Morningstar, Inc., a leading provider of independent investment research, announced that it has completed its previously announced acquisition of the institutional hedge fund and separate account database division of InvestorForce, Inc., a Wayne, Pa.-based financial software and data integration company, for approximately $10 million in cash.
buyer: Morningstar, Inc. (MORN:$1,699.30)
Morningstar provides data on more than 300,000 investment offerings, including stocks, mutual funds, and similar vehicles, along with real-time global market data on more than 4 million equities, indexes, futures, options, and commodities, in addition to foreign exchange and Treasury markets. "
seller: InvestorForce
InvestorForce is a financial software company that has been a leader in the development of online applications for the financial services industry.
price ($mm)
$10
rev ($mm)
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closed 3/30/2022 via BNC Analysis

HPS Investment Partners, acquired Nucleus Financial Services Ltd.

synopsis: HPS Investment Partners has acquired a controlling stake in UK-based financial advice platform Nucleus. Nucleus is Edinburgh-based wrap platform provider that allows financial advisers to combine, or wrap, all of their clients’ investments into a single, manageable online account.
buyer: HPS Investment Partners
HPS Investment Partners is a leading global investment firm that seeks to provide creative capital solutions and generate attractive risk-adjusted returns for clients. They manage various strategies across the capital structure that include syndicated leveraged loans and high yield bonds. "
target parent: Epiris LLP
target: Nucleus Financial Services Ltd. (AIM:NUC:$71.55)
Nucleus is Edinburgh-based wrap platform provider that allows financial advisers to combine, or wrap, all of their clients’ investments into a single, manageable online account. Nucleus was created in 2006 by a group of seven adviser firms who saw that investment products weren’t flexible.
price ($mm)
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closed 5/19/2021 via BNC Analysis

FE FundInfo (UK) Limited, acquired Cash Calc Ltd

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

Investcloud Inc., acquired Advicent Solutions

synopsis: InvestCloud, the global leader in cloud-based financial digital solutions, has announced a strategic acquisition of Advicent, the premier cash flow, trust and tax financial planning provider. Advicent provides financial planning technology for over 140,000 financial professionals across nearly 3,000 firms worldwide.
buyer: Investcloud Inc.
InvestCloud is a global company specializing in digital platforms that enable the development of financial solutions, pre-integrated into the Cloud. InvestCloud offers on-demand client experiences using an ever-expanding library of modular apps, resulting in powerful products. "
target parent: Vista Equity Partners
target: Advicent Solutions
Advicent provides financial planning technology for over 140,000 financial professionals across nearly 3,000 firms worldwide. Through its NaviPlan platform, Advicent creates scalable financial planning software through industry-leading APIs as well as cash flow and goal-based planning engines.
price ($mm)
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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 (ML:$130.75)
MoneyLion is a mobile banking and financial membership platform that empowers people to take control of their finances. Since its launch in 2013, MoneyLion has earned its members' trust by building a full-service digital platform to deliver mobile banking, lending, and investment solutions. "
target: Wealth Technologies Inc.
Wealth Technologies Inc. (WTI), founded in 2016, is a fledgling startup that adds robo-advice services to a financial institution’s tech stack with its proprietary Financial Goals Positioning System (fGPS).
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 7/1/2021 via GlobeNewswire

AssetMark, Inc., acquired Voyant, Inc.

synopsis: AssetMark Financial Holdings, Inc., a leading provider of extensive wealth management and technology solutions, has acquired Voyant, a leading global provider of SaaS-based financial planning and client digital engagement solutions.
buyer: AssetMark, Inc. (NYSE:AMK:$530.30)
AssetMark is a leading provider of extensive wealth management and technology solutions that help financial advisors meet the ever-changing needs of their clients and businesses. "
target: Voyant, Inc.
Voyant is a leading global provider of SaaS-based financial planning and client digital engagement solutions. Voyant serves more than 20,000 advisors across financial institutions and small advisor firms in the United Kingdom, Canada, Ireland, and the United States.
price ($mm)
$145
rev ($mm)
$12
EBITDA ($mm)
EV / rev
12.3x
EV / EBITDA
announced 2/2/2021 via PR Newswire

Clearlake Capital Group, L.P., Motive Partners, will acquire Investcloud Inc.

synopsis: Motive Partners, a specialist private equity firm, and Clearlake Capital Group, L.P, a sector-focused investor that partners with world-class management teams, will acquire 80% of InvestCloud, a modular, enterprise-grade digital wealth & investment management software solutions platform. 
buyer: Clearlake Capital Group, L.P.
buyer: Motive Partners
Motive Partners is a specialist private equity firm focusing on growth equity and buyout investments in software and information services companies. Clearlake Capital is a leading investment firm operating integrated businesses across private equity, credit and other related strategies. "
target: Investcloud Inc.
InvestCloud is a global company specializing in digital platforms that enable the development of financial solutions, pre-integrated into the Cloud. InvestCloud offers on-demand client experiences using an ever-expanding library of modular apps, resulting in powerful products.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
announced 12/14/2020 via BusinessWire

MassMutual, will acquire Flourish Cash

synopsis: MassMutual is to acquire Flourish, a company that aims to be an industry leader in building technology to empower financial advisors, improve financial lives and retirement outcomes, and deliver new and innovative investment options. The Flourish platform is used by more than 350 wealth management firms.
buyer: MassMutual
MassMutual is a leading mutual life insurance company that is run for the benefit of its members and participating policyowners. MassMutual offers a wide range of financial products and services, including life insurance, disability income insurance, retirement plans and other employee benefits. "
target parent: Stone Ridge Asset Management
target: Flourish Cash
Flourish aims to be an industry leader in building technology to empower financial advisors, improve financial lives and retirement outcomes, and deliver new and innovative investment options. The Flourish platform is used by more than 350 wealth management firms.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 5/13/2020 via BNC Analysis

TradeFloor Pty Ltd, acquired CCUBE

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

Franklin Templeton Investments, acquired AdvisorEngine

synopsis: Franklin Resources, Inc., a global investment management organization operating as Franklin Templeton, has acquired AdvisorEngine Inc., a digital wealth platform and provider of technology and consulting services to more than 1,200 financial advisory firms in the United States that manage over $600 billion in assets.
buyer: Franklin Templeton Investments (BEN:$5,680.20)
Franklin Resources is a global investment management organization operating, together with its subsidiaries, as Franklin Templeton. Through specialized teams, the company has expertise across all asset classes, including equity, fixed income, alternatives, and custom multi-asset solutions. "
target: AdvisorEngine
AdvisorEngine a digital wealth platform and provider of technology and consulting services to wealth management firms in the United States. Its financial experience platform serves as a unified operating system across advisor experience, business operations experience, and client experience.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
announced 5/1/2020 via PR Newswire

SS&C Technologies, Inc., will acquire Innovest Systems, LLC

synopsis: SS&C Technologies Holdings, Inc., a global provider of investment and financial software-enabled services and software, announced it has entered into a definitive agreement to acquire Innovest Systems, a company that builds systems for trust accounting, payments and unique asset servicing on modern, web-based technology.
buyer: SS&C Technologies, Inc. (SSNC:$5,112.60)
SS&C is a global provider of investment and financial software-enabled services and software for the global financial services and healthcare industries. Founded in 1986, SS&C is headquartered in Windsor, Connecticut and has offices around the world. "
target parent: Bluff Point Associates
target: Innovest Systems, LLC
Innovest is a leading provider of financial technology solutions delivered to trust, wealth management, and retirement professionals. Their solutions empower clients to acquire new customers, invest assets effectively, manage trust & investment portfolios efficiently, & report results to customers.
price ($mm)
$120
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 3/2/2020 via Company Press Release

Refinitiv, acquired SciVantage, Inc.

synopsis: Refinitiv, one of the world’s largest providers of financial markets data and infrastructure, has acquired Scivantage, a SaaS provider of Digital Wealth Management and full End-to-End Tax solutions that delivers intelligent and actionable information that goes beyond the boundaries of traditional financial software.
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: SciVantage, Inc.
Scivantage is a SaaS provider of Digital Wealth Management and full End-to-End Tax solutions. Scivantage delivers intelligent and actionable information that goes beyond the boundaries of traditional financial software, helping improve investment decisions.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
announced 11/6/2019 via PR Newswire

Morningstar, Inc., will acquire AdviserLogic Group

synopsis: Morningstar Australasia Pty Limited, an Australian subsidiary of Morningstar, Inc., a leading provider of independent investment research, will acquire AdviserLogic, an Australian adviser software firm. AdviserLogic's cloud-based, financial planning software serves independent financial advisers in Australia.
buyer: Morningstar, Inc. (MORN:$1,699.30)
Morningstar, Inc. is a leading provider of independent investment research. The company offers an extensive line of products and services for individual investors, financial advisors, asset managers, retirement plan providers and sponsors, and institutional investors in the private capital markets. "
target: AdviserLogic Group
AdviserLogic is an Australian adviser software firm. Its cloud-based, financial planning software serves independent financial advisers. AdviserLogic's open architecture software platform delivers an end-to-end planning solution that encompasses best in class training and support.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA

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Geography
Matching Companies
Ticker: JRJC
 
 
 
 
 
 
 
 
China Finance Online Co.
China Finance Online Co.
China Finance Online Co. Limited specializes in providing online financial and listed company data and information in China. Through its website the company offers subscription-based service packages that integrate financial and listed company data and information from multiple sources.
year
2015
rev ($mm)
$92.55
EBITDA ($mm)
$10.02
EBIT ($mm)
$8.19
Net Income ($mm)
$16.09
Employees
1500
  • drill down
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Ticker:
 
 
 
 
 
 
 
 
A J Bell Holdings Limited
A J Bell Holdings Limited
AJ Bell, based in the UK, provides its clients and advisers with a ground-breaking blend of control, investment choice, low-cost delivery and online functionality. They are a privately owned and financially strong member of the London Stock Exchange.
year
2020
rev ($mm)
$173.49
EBITDA ($mm)
EBIT ($mm)
Net Income ($mm)
$53.51
Employees
915
  • drill down
  • watch
Ticker: ASX:ASW
 
 
 
 
 
 
 
 
Advanced Share Registry Ltd.
Advanced Share Registry Ltd.
Advanced Share Registry is a full service share registry business in Australia that provides registry services to listed and unlisted clients on a national basis. Advanced Share Registry helps investors and issuers keep their costs low while ensuring that all of their deadlines are met.
year
2017
rev ($mm)
$4.48
EBITDA ($mm)
$1.99
EBIT ($mm)
$1.76
Net Income ($mm)
$1.29
Employees
21
  • drill down
  • watch
Ticker: DB:FLA
 
 
 
 
 
 
 
 
Flatex
Flatex is a leading online brokerage business in Europe. Flatex provides an affordable and mobile online broker-platform with expert service and advice. Flatex offers trading in all common securities such as shares, funds and ETFs in exchange and over-the-counter trading.
year
2019
rev ($mm)
$132.15
EBITDA ($mm)
EBIT ($mm)
Net Income ($mm)
$22.59
Employees
524
  • drill down
  • watch
Ticker: ENXTAM:ALLFG
 
 
 
 
 
 
 
 
Allfunds Bank S.A.
Allfunds Bank S.A.
Allfunds is one of the leading B2B WealthTech platforms for the fund industry, offering fully integrated solutions for both Fund Houses and Distributors. Founded in Madrid in 2000, Allfunds now spans 16 offices around the globe covering all major financial markets.
year
2021
rev ($mm)
$2,813.80
EBITDA ($mm)
$319.50
EBIT ($mm)
$213.42
Net Income ($mm)
$113.58
Employees
765
  • drill down
  • watch
Ticker: HOOD
 
 
 
 
 
 
 
 
Robinhood
Robinhood is democratizing finance for all. With customers at the heart of its decisions, Robinhood is lowering barriers, removing fees, and providing greater access to financial information. Their smartphone app allows individual investors to buy and sell stocks for free.
year
2021
rev ($mm)
$1,769.97
EBITDA ($mm)
EBIT ($mm)
Net Income ($mm)
Employees
3400
  • drill down
  • watch
Ticker: IBKR
 
 
 
 
 
 
 
 
Interactive Brokers Group
Interactive Brokers Group
Interactive Brokers Group, together with its subsidiaries, is an automated global electronic broker that specializes in catering to financial professionals by offering state-of-the-art trading technology, superior execution capabilities, worldwide electronic access, and more.
year
2015
rev ($mm)
$1,045.51
EBITDA ($mm)
EBIT ($mm)
Net Income ($mm)
$12.53
Employees
960
  • 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
2020
rev ($mm)
$3.09
EBITDA ($mm)
$2.27
EBIT ($mm)
$0.05
Net Income ($mm)
Employees
46
  • 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
2021
rev ($mm)
$23.76
EBITDA ($mm)
$1.17
EBIT ($mm)
$1.11
Net Income ($mm)
$4.37
Employees
329
  • 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: 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
2022
rev ($mm)
$1,699.30
EBITDA ($mm)
$411.60
EBIT ($mm)
$260.90
Net Income ($mm)
Employees
  • 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: 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: 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
2022
rev ($mm)
$5,112.60
EBITDA ($mm)
$1,903.20
EBIT ($mm)
$1,239.70
Net Income ($mm)
Employees
  • 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: OTCPK:APTY
 
 
 
 
 
 
 
 
APT Systems, Inc.
APT is an acronym for Applied Proprietary Trading. The Management of APT Systems, Inc. works to deliver stock trading tools with a focus on handheld devices.
year
2018
rev ($mm)
$0.01
EBITDA ($mm)
($1.69)
EBIT ($mm)
($1.72)
Net Income ($mm)
Employees
  • 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
2022
rev ($mm)
$19,374.00
EBITDA ($mm)
$8,525.00
EBIT ($mm)
$8,378.00
Net Income ($mm)
Employees
  • 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: 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
2022
rev ($mm)
$1,232.78
EBITDA ($mm)
$127.74
EBIT ($mm)
$6.74
Net Income ($mm)
Employees
0
  • drill down
  • watch