Advisor Software - M&A Summary, Ownership, and Business Overview

SoftwareCompany

Advisor Software M&A Summary

Advisor Software has acquired 1 company of its own.

Advisor Software has acquired in 1 US state. The Company’s most targeted sectors include information technology (100%).

Advisor Software Ownership

Who owns Advisor Software?

Advisor Software is owned by Refinitiv. It was acquired on July 29, 2020.

Advisor Software Business Overview

Where is Advisor Software headquartered?

Advisor Software is headquartered in Walnut Creek, California.

What sector is Advisor Software in?

Advisor Software is a software company.

When was Advisor Software founded?

Advisor Software was founded in 1995.

M&A Summary

  • M&A Total Activity1
    • M&A Buy Activity1
  • Total Sectors Invested 1
  • Total Countries Invested 1

Advisor Software, Inc.

2175 North California Boulevard Suite 400,
Walnut Creek, California 94596
United States,
(925) 444-1334
www.advisorsoftware.com

Advisor Software is a 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. Advisor Software’s products address advisors’ functional needs, including Automated Digital Advice, Planning, Proposal Generation, Portfolio Construction, Rebalancing, and Investment Analytics. The company’s solutions serve a wide range of financial institutions and professionals, enabling asset management firms, broker-dealers, banks, insurance companies, online brokerages, custodians, and providers of investment services and products to deliver more insightful, actionable investment advice and build stronger, more profitable client relationships. Advisor Software was formed in 1995 and is based in Walnut Creek, California.


M&A Summary

Buy vs Sell

Year ≤ '19 '20 '21 '22 '23 '24 T
Buy (0.0/yr) # 1 - - - - - 1
Sell (0.0/yr) # - - - - - - 0
  1

Most Recent M&A

Company Date Value Type
Worldlyinvestor.com 2003-03-21 - Add-on Acquisition
, New York · www.worldlyinvestor.com
View All >>

M&A by Sector

Sector Buy # Value Sell # Value
Information Technology 1 (100%) - - -
Total 1 - - -

By Geo

State/Country Buy Value Sell Value
United States 1 - - -
  New York 1 - - -
Total 1 - - -

Company Summary

SECTOR

Software

Established

1995

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