Total Rebalance Expert - Ownership and Business Overview

SoftwareCompany

Total Rebalance Expert Ownership

Who owns Total Rebalance Expert?

Total Rebalance Expert is owned by Morningstar. It was acquired on October 8, 2015.

Total Rebalance Expert Business Overview

Where is Total Rebalance Expert headquartered?

Total Rebalance Expert is headquartered in San Diego, California.

What sector is Total Rebalance Expert in?

Total Rebalance Expert is a software company.

When was Total Rebalance Expert founded?

Total Rebalance Expert was founded in 2008.

Software M&A Summary in 2015

Out of 60 sectors in the Mergr database, software ranked 2 in number of deals in 2015. The largest software acquisition in 2015 was SunGard Data Systems - which was acquired by Fidelity National Information Services for $9.1B.

Join Mergr to view all 719 acquisitions of software companies in 2015, including 42 acquisitions by private equity firms, and 677 by strategics.

Total Rebalance Expert, Inc. (tRx)

8889 Rio San Diego Drive, Suite 202,
San Diego, California 92108
United States,
(619) 294-4879
www.trxpert.com

Total Rebalance Expert, Inc. (tRx) is a developer of software products which provides financial professionals with a tax-efficient and robust online software solution that offers advanced functionality to streamline the rebalancing process. Designed by an industry-leading CPA advisor, tRx automates the complexities involved in rebalancing portfolios, enabling advisors to save time, eliminate errors, and free them up to grow their firms and better serve their clients.


Company Summary

SECTOR

Software

Established

2008

Subsidiary of

Morningstar

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