AdvisorArch - Ownership and Business Overview

Business ServicesCompany

AdvisorArch Ownership

Who owns AdvisorArch?

AdvisorArch is owned by Apex Fintech Solutions. It was acquired on March 12, 2024.

AdvisorArch Business Overview

Where is AdvisorArch headquartered?

AdvisorArch is headquartered in New Hope, Pennsylvania.

What sector is AdvisorArch in?

AdvisorArch is a business services company.

Business Services M&A Summary in 2024

Out of 60 sectors in the Mergr database, business services ranked 1 in number of deals in 2024. The largest business services acquisition in 2024 was McGrath RentCorp. - which was acquired by WillScot Mobile Mini Holdings for $3.8B.

Join Mergr to view all 930 acquisitions of business services companies in 2024, including 86 acquisitions by private equity firms, and 844 by strategics.

AdvisorArch

AdvisorArch, Inc.

Suite 530, Union Square Drive,
New Hope, Pennsylvania 18938
United States,
(256) 907-7258
www.advisorarch.com

AdvisorArch is a portfolio management company and modern rebalance for financial advisors. The company standardizes investment allocations through model management and helps increase efficiency by automating rebalancing for financial advisors, fintechs, and retail investors alike. Its automated rebalancer supports tax loss harvesting, direct indexing, fractional share trading, concentrated position management, and more with seamless connectivity to advisors’ portfolio management tools. AdvisorArch is based in New Hope, Pennsylvania.


Company Summary

SECTOR

Business Services

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