Rowboat Advisors - Ownership and Business Overview

SoftwareCompany

Rowboat Advisors Ownership

Who owns Rowboat Advisors?

Rowboat Advisors is owned by Betterment. It was acquired on May 14, 2025.

Rowboat Advisors Business Overview

Where is Rowboat Advisors headquartered?

Rowboat Advisors is headquartered in Menlo Park, California.

What sector is Rowboat Advisors in?

Rowboat Advisors is a software company.

When was Rowboat Advisors founded?

Rowboat Advisors was founded in 2016.

Software M&A Summary in 2025

Out of 60 sectors in the Mergr database, software ranked 3 in number of deals in 2025. The largest software acquisition in 2025 was Boeing - Digital Aviation Solutions - which was acquired by Thoma Bravo for $10.6B.

Join Mergr to view all 302 acquisitions of software companies in 2025, including 20 acquisitions by private equity firms, and 282 by strategics.

Rowboat Advisors

Rowboat Advisors, Inc.

Menlo Park, California 94025
United States,
www.rowboatadvisors.com

Rowboat Advisors is a provider of portfolio management software with advanced capabilities in direct indexing, tax optimization, and personalized investing. Rowboat Advisors was founded in 2016 and is based in Menlo Park, California.


 Subscribe to unlock this and 214,475
investor and company profiles

Sign-up today to get full access

  • check  Unlimited Searches
  • check  Unlimited Profile Views
  • check  Build and Export Lists of
    • PE Backed Companies
    • Direct Investors & Acquirers
    • Advisors
    • Deals
    • & More

What's Mergr?

We built Mergr to save people the arduous and time-consuming process of tracking when companies are bought, sold, and who currently owns them.

Every day, new opportunities emerge around M&A and we help professionals of all types comb through transactions, investors, and corporate acquirers via an easy-to-use web database that is accessible to anyone.

Try us for 1 week free today!

Mergr, the Easiest-to-Use PE and M&A DB


Key Benefits

  • Stay informed on events in your industry
  • M&A research that takes seconds (not all afternoon)
  • Better understand your customers and prospects
  • Discover active buyers (or sellers)
Search
  • 4.7K Private Equity Firms
  • 208K M&A Transactions
  • 210K Companies Involved in M&A
    (Buyer, Seller, or Target)
  • 3.7K M&A Advisors
    (Investment Banks and Law Firms)
  • 81K M&A Contacts
    (PE and M&A Advisors)

Ready to try?

Join FREE for 1 Week

No obligation. Cancel anytime.

Related Lists for Rowboat Advisors

Software Companies