Advicent Solutions - M&A Summary, Ownership, and Business Overview

Internet Software And ServicesCompany

Advicent Solutions M&A Summary

Advicent Solutions has acquired 8 companies of its own, including 1 in the last 5 years. A total of 3 acquisitions came from private equity firms.

Advicent Solutions has acquired in 5 different US states, and 3 countries. The Company’s most targeted sectors include software (38%) and marketing (25%).

Advicent Solutions Ownership

Who owns Advicent Solutions?

Advicent Solutions is owned by InvestCloud. It was acquired on May 5, 2021.

Was Advicent Solutions formerly PE-backed?

Yes. Advicent Solutions was formerly owned by 2 private investors.

Advicent Solutions Business Overview

Where is Advicent Solutions headquartered?

Advicent Solutions is headquartered in Milwaukee, Wisconsin.

What sector is Advicent Solutions in?

Advicent Solutions is an internet software and services company.

When was Advicent Solutions founded?

Advicent Solutions was founded in 1995.

M&A Summary

  • M&A Total Activity8
    • M&A Buy Activity8
  • Total Sectors Invested 4
  • Total Countries Invested 3
  • M&A Buy/Sell Connections 2

Advicent Solutions

10700 West Research Drive, Suite One,
Milwaukee, Wisconsin 53226
United States,
(855) 885-7526
www.advicentsolutions.com

Advicent Solutions is a provider of SaaS-based technology solutions for the financial advice and planning industry. Advicent Solutions’ products include web-enabled marketing communications, needs assessment, and financial planning tools, and are used by more than 250,000 financial professionals across more than 2,700 customers. Small and medium-sized businesses and some of the world’s largest financial institutions trust Advicent’s products to help grow their business. Advicent Solutions was founded in 1995 and is based in Milwaukee, Wisconsin.


M&A Summary

Buy vs Sell

Year ≤ '19 '20 '21 '22 '23 '24 T
Buy (0.0/yr) # 8 - - - - - 8
Sell (0.0/yr) # - - - - - - 0
  8

Most Recent M&A

Company Date Value Type
miEdge 2019-12-04 - Add-on Acquisition
Bedford, New Hampshire · www.miedge.biz
HR 360, Inc. (HR360) 2017-10-11 - Add-on Acquisition
Norwalk, Connecticut · www.hr360.com
Astonish Results LP 2015-07-20 - Add-on Acquisition
Warwick, Rhode Island · www.astonish.com
Intygral 2015-07-17 - Add-on Acquisition
Warwick, Rhode Island · www.intygral.com
Figlo BV 2014-09-24 - Add-on Acquisition
Capelle a/d, Netherlands · www.figlo.com
Zywave, Inc. - Financial Solutions Division 2013-11-04 - Divestiture
Milwaukee, Wisconsin
Emerging Information Systems, Inc. 2011-10-24 - Add-on Acquisition
Winnipeg, Manitoba · www.eisi.com
Specific Software Solutions LLC 2010-10-06 - Add-on Acquisition
Brentwood, Tennessee · www.specificsoftware.com
View All >>

M&A by Sector

Sector Buy # Value Sell # Value
Software 3 (38%) - - -
Internet Software and Services 2 (25%) - - -
Marketing 2 (25%) - - -
Insurance 1 (13%) - - -
Total 8 - - -

By Geo

State/Country Buy Value Sell Value
United States 6 - - -
  Rhode Island 2 - - -
  Wisconsin 1 - - -
  Tennessee 1 - - -
  New Hampshire 1 - - -
  Connecticut 1 - - -
Canada 1 - - -
  Manitoba 1 - - -
Netherlands 1 - - -
Domestic 6 (75%) - - -
Cross-border 2 (25%) - - -
Total 8 - - -

M&A Connections

Deals
Acquired from
Investor(s)
38%
3 (38%)
Strategic(s)
13%
1 (13%)

Company Summary

SECTOR

Internet Software and Services

Established

1995

Subsidiary of

InvestCloud

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