AdviserLogic Group - Ownership and Business Overview

SoftwareCompany

AdviserLogic Group Ownership

Who owns AdviserLogic Group?

AdviserLogic Group is owned by Morningstar. It was acquired on November 3, 2019.

AdviserLogic Group Business Overview

Where is AdviserLogic Group headquartered?

AdviserLogic Group is headquartered in Sydney, Australia.

What sector is AdviserLogic Group in?

AdviserLogic Group is a software company.

When was AdviserLogic Group founded?

AdviserLogic Group was founded in 2008.

Software M&A Summary in 2019

Out of 60 sectors in the Mergr database, software ranked 3 in number of deals in 2019. The largest software acquisition in 2019 was Tableau Software - which was acquired by Salesforce for $15.7B.

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AdviserLogic Group

Level 11, 66 Clarence Street,
Sydney, NSW 2000
Australia,
02 8705 5411
www.adviserlogic.com

AdviserLogic Group is an adviser software firm providing a range of cloud-based and related services purpose-built to assist Financial Advisers to prosper. The company serves advisors through three core applications; AdviserLogic - its core financial planning software platform, PayLogic - its revenue management software, and DataLogic - its client data aggregation engine that collects, aggregates and normalizes data from platforms, fund managers, brokers, and other sources. AdviserLogic was formed in 2008 and is based in Sydney, NSW 2000, Australia.


Company Summary

SECTOR

Software

Established

2008

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