FIS Wealth Management Services - M&A Summary and Business Overview

Financial ServicesCompany

FIS Wealth Management Services M&A Summary

FIS Wealth Management Services has acquired 1 company.

FIS Wealth Management Services’ largest acquisition to date was in 2014, when it acquired Reliance Financial for $110M. FIS Wealth Management Services has acquired in 1 US state. The Company’s most targeted sectors include financial services (100%).

FIS Wealth Management Services Business Overview

Where is FIS Wealth Management Services headquartered?

FIS Wealth Management Services is headquartered in United States.

What sector is FIS Wealth Management Services in?

FIS Wealth Management Services is a financial services company.

M&A Summary

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

FIS Wealth Management Services, Inc.

United States,

FIS Wealth Management Services, Inc., a full-service wealth management and retirement offering encompassing technology, selective operational functions, full back-office operations outsourcing, and retirement trust and fiduciary services.

M&A Summary

Buy vs Sell

Year		≤ '19	'20	'21	'22	'23	'24	T
Buy (0.0/yr)	#	1	-	-	-	-	-	1
Buy (0.0/yr)	vol	$110M						$110M
Sell (0.0/yr)	#	-	-	-	-	-	-	0
								1

Most Recent M&A

Company	Date	Value	Type
Reliance Financial Corp.	2014-07-16	110M USD	Add-on Acquisition
Atlanta, Georgia
View All >>

M&A by Sector

Sector		Buy #	Value	Sell #	Value
Financial Services		1 (100%)	110M (100%)	-	-
Total		1	$110M	-	-

By Geo

State/Country		Buy	Value	Sell	Value
United States		1	110M	-	-
	Georgia	1	110M	-	-
Total		1	$110M	-	-

Deal Values

buy	#	Total
$100M to $1B	1	$110M
TOTAL		$110M
Largest	Reliance Financial Corp. $110M (2014-07-16)

Company Summary

SECTOR

Financial Services

Subsidiary of

FIS Global

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FIS Wealth Management Services - M&A Summary and Business Overview

Financial ServicesCompany