VettaFi - M&A Summary and Business Overview

Information ServicesCompany

VettaFi M&A Summary

VettaFi has acquired 3 companies, including 3 in the last 5 years.

VettaFi has acquired in 3 different US states. The Company’s most targeted sectors include business services (34%) and digital media (34%).

VettaFi Business Overview

Where is VettaFi headquartered?

VettaFi is headquartered in New York City, New York.

What sector is VettaFi in?

VettaFi is an information services company.

M&A Summary

  • M&A Total Activity3
    • M&A Buy Activity3
  • Total Sectors Invested 3
  • Total Countries Invested 1

VettaFi

VettaFi LLC

1330 Avenue of the Americas Suite 12C,
New York City, New York 10019
United States,
www.vettafi.com

VettaFi is a privately owned data, analytics, indexing, digital distribution, and thought leadership company​. VettaFi cultivates a data-driven platform, built to empower and educate the modern ​​financial advisor​, asset manager​​​ and institutional investor.​ VettaFi is based in New York, New York.


M&A Summary

Buy vs Sell

Year ≤ '19 '20 '21 '22 '23 '24 T
Buy (0.6/yr) # - - - 1 2 - 3
Sell (0.0/yr) # - - - - - - 0
  3

Most Recent M&A

Company Date Value Type
EQM Indexes, LLC 2023-09-11 - Add-on Acquisition
San Diego, California · www.eqmindexes.com
ROBO Global Index LLC 2023-04-06 - Add-on Acquisition
Dallas, Texas · www.roboglobal.com
Advisor Perspectives, Inc. 2022-10-20 - Add-on Acquisition
Lexington, Massachusetts · www.advisorperspectives.com
View All >>

M&A by Sector

Sector Buy # Value Sell # Value
Business Services 1 (33%) - - -
Digital Media 1 (33%) - - -
Information Services 1 (33%) - - -
Total 3 - - -

By Geo

State/Country Buy Value Sell Value
United States 3 - - -
  Texas 1 - - -
  Massachusetts 1 - - -
  California 1 - - -
Total 3 - - -

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