Wealthtender - M&A Summary and Business Overview

Internet Software And ServicesCompany

Wealthtender M&A Summary

Wealthtender has acquired 1 company, including 1 in the last 5 years.

Wealthtender has acquired in 1 US state. The Company’s most targeted sectors include internet software and services (100%).

Wealthtender Business Overview

Where is Wealthtender headquartered?

Wealthtender is headquartered in Houston, Texas.

What sector is Wealthtender in?

Wealthtender is an internet software and services company.

M&A Summary

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

Wealthtender

Wealthtender, Inc.

1900 West Gray, Suite 132015,
Houston, Texas 77019
United States,
www.wealthtender.com

Wealthtender is a digital marketing platform for financial advisors to get found online and convert more prospects into clients. Wealthtender launched the industry's first SEC-compliant online reviews platform and operates the find-an-advisor website not sponsored by a wealth management firm, credentialing organization, or industry association. Wealthtender is based in Houston, Texas.


M&A Summary

Buy vs Sell

Year ≤ '19 '20 '21 '22 '23 '24 T
Buy (0.2/yr) # - - - - 1 - 1
Sell (0.0/yr) # - - - - - - 0
  1

Most Recent M&A

Company Date Value Type
The AGC 2023-09-11 - Add-on Acquisition
San Diego, California · www.advisorgc.com
View All >>

M&A by Sector

Sector Buy # Value Sell # Value
Internet Software and Services 1 (100%) - - -
Total 1 - - -

By Geo

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

Company Summary

SECTOR

Internet Software and Services

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