Fi360 - M&A Summary, Ownership, and Business Overview

Business ServicesCompany

Fi360 M&A Summary

Fi360 has acquired 2 companies of its own, including 1 in the last 5 years.

Fi360 has acquired in 2 different US states. The Company’s most targeted sectors include information technology (100%).

Fi360 Ownership

Who owns Fi360?

Fi360 is owned by Broadridge Financial Solutions. It was acquired on October 10, 2019.

Was Fi360 formerly PE-backed?

Yes. Fi360 was formerly owned by 1 private investor.

Fi360 Business Overview

Where is Fi360 headquartered?

Fi360 is headquartered in Pittsburgh, Pennsylvania.

What sector is Fi360 in?

Fi360 is a business services company.

When was Fi360 founded?

Fi360 was founded in 1999.

M&A Summary

  • M&A Total Activity2
    • M&A Buy Activity2
  • Total Sectors Invested 1
  • Total Countries Invested 1
  • M&A Buy/Sell Connections 1

Fi360, Inc.

3 Penn Center West, Suite 400,
Pittsburgh, Pennsylvania 15276
United States,
(610) 228-2104
www.fi360.com

Fi360, Inc. is a provider of fiduciary-focused software, data and analytics for financial advisors and intermediaries across the retirement and wealth ecosystem. Fi360 also provides the accreditation and continuing education for the Accredited Investment Fiduciary® (AIF®) Designation, the leading designation focused on fiduciary responsibility.


M&A Summary

Buy vs Sell

Year ≤ '19 '20 '21 '22 '23 '24 T
Buy (0.0/yr) # 2 - - - - - 2
Sell (0.0/yr) # - - - - - - 0
  2

Most Recent M&A

Company Date Value Type
Blue Prairie Group LLC- Stable Value Data Collection 2019-02-07 - Divestiture
Chicago, Illinois
Center for Fiduciary Management 2018-06-19 - Add-on Acquisition
Overland Park, Kansas · www.fiduciarymanagement.com
View All >>

M&A by Sector

Sector Buy # Value Sell # Value
Information Technology 2 (100%) - - -
Total 2 - - -

By Geo

State/Country Buy Value Sell Value
United States 2 - - -
  Kansas 1 - - -
  Illinois 1 - - -
Total 2 - - -

M&A Connections

Deals
Acquired from
Strategic(s)
50%
1 (50%)

Company Summary

SECTOR

Business Services

Established

1999

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