WiserAdvisor.com - M&A Summary and Business Overview

Financial ServicesCompany

WiserAdvisor.com M&A Summary

WiserAdvisor.com has acquired 2 companies, including 2 in the last 5 years.

WiserAdvisor.com has acquired in 2 different US states. The Company’s most targeted sectors include financial services (50%) and software (50%).

WiserAdvisor.com Business Overview

Where is WiserAdvisor.com headquartered?

WiserAdvisor.com is headquartered in Fairfax, Virginia.

What sector is WiserAdvisor.com in?

WiserAdvisor.com is a financial services company.

When was WiserAdvisor.com founded?

WiserAdvisor.com was founded in 1998.

M&A Summary

  • M&A Total Activity2
    • M&A Buy Activity2
  • Total Sectors Invested 2
  • Total Countries Invested 1
  • M&A Buy/Sell Connections 1

WiserAdvisor.com

12150 Monument Dr #400,
Fairfax, Virginia 22033
United States,
(702) 651-2060
www.wiseradvisor.com

WiserAdvisor.com is a lead generation firm for financial firms and professionals. The company's nationwide network includes financial advisors from large fortune 500 companies as well as small independent financial firms. WiserAdvisor was formed in 1998 and is based in Fairfax, Virginia.


M&A Summary

Buy vs Sell

Year ≤ '19 '20 '21 '22 '23 '24 T
Buy (0.2/yr) # 1 - - - 1 - 2
Sell (0.0/yr) # - - - - - - 0
  2

Most Recent M&A

Company Date Value Type
Indyfin LLC 2023-08-02 - Add-on Acquisition
Dallas, Texas · www.indyfin.com
Paladin Registry 2019-09-04 - Divestiture
Fairfax, Virginia · www.paladinregistry.com
View All >>

M&A by Sector

Sector Buy # Value Sell # Value
Financial Services 1 (50%) - - -
Software 1 (50%) - - -
Total 2 - - -

By Geo

State/Country Buy Value Sell Value
United States 2 - - -
  Virginia 1 - - -
  Texas 1 - - -
Total 2 - - -

M&A Connections

Deals
Acquired from
Strategic(s)
50%
1 (50%)

Company Summary

SECTOR

Financial Services

Established

1998

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Virginia Companies , Financial Services Companies , United States Companies , Virginia Financial Services Companies , Virginia Financial Services with Acquisitions , Virginia Financial Services with Divestitures

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