Wealth Studios - Ownership and Business Overview

Information TechnologyCompany

Wealth Studios Ownership

Who owns Wealth Studios?

Wealth Studios is owned by Envestnet. It was acquired on March 16, 2021.

Wealth Studios Business Overview

Where is Wealth Studios headquartered?

Wealth Studios is headquartered in Berwyn, Pennsylvania.

What sector is Wealth Studios in?

Wealth Studios is an information technology company.

Information Technology M&A Summary in 2021

Out of 60 sectors in the Mergr database, information technology ranked 1 in number of deals in 2021. The largest information technology acquisition in 2021 was Cerner - which was acquired by Oracle for $28.3B.

Join Mergr to view all 1219 acquisitions of information technology companies in 2021, including 118 acquisitions by private equity firms, and 1101 by strategics.

Wealth Studios

Berwyn, Pennsylvania
United States,

Wealth Studios includes a detailed cash flow report that allows advisors to engage their wealthy clients differently using a goals-based approach. It comprises advanced estate and legacy planning that addresses ultra-high-net-worth (UHNW) client needs, like trust modeling and inheritance fairness planning.


Company Summary

SECTOR

Information Technology

Former Name

Apprise Labs - Financial Planning Technology Solutions

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Pennsylvania Companies , Information Technology Companies , United States Companies , Pennsylvania Information Technology Companies , Pennsylvania Information Technology with Acquisitions , Pennsylvania Information Technology with Divestitures

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