M&A Deal Summary

Advisor360° Acquires Agreement Express Wealth Management Technology Assets

On January 10, 2023, Advisor360° acquired information technology company Agreement Express Wealth Management Technology Assets from Agreement Express

Acquisition Highlights
  • This is Advisor360°’s 1st transaction in the Information Technology sector.
  • This is Advisor360°’s 1st transaction in Canada.
  • This is Advisor360°’s 1st transaction in British Columbia.

M&A Deal Summary
Date 2023-01-10
Target Agreement Express Wealth Management Technology Assets
Sector Information Technology
Buyer(s) Advisor360°
Sellers(s) Agreement Express
Deal Type Divestiture

Target

Agreement Express Wealth Management Technology Assets

Vancouver, British Columbia, Canada
Agreement Express' Wealth Management Technology Assets comprise digital onboarding technology and related wealth management assets that harness the power of digital onboarding to speed up client onboarding, reduce errors, save time and increase revenue with innovative software.

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Buyer(S) 1

Buyer

Advisor360°

Weston, Massachusetts, United States
Category Company
Sector Information Technology
DESCRIPTION

Advisor360° builds, integrates, and delivers technology for wealth management firms. The company’s integrated and open architecture SaaS platform brings a connected digital wealth experience to financial advisors, their clients, and the home office, so that firms can drive better outcomes and innovate quickly. Its clients benefit from timesaving capabilities and streamlined workflows when it comes to portfolio and performance reporting, financial planning, insurance, proposal generation, trading and model management, digital onboarding, document management, analytics, and compliance. The company’s proprietary Unified Data Fabric (UDF) is the foundation of its platform, weaving together shared services and pre-built integrations that work with existing technology stacks. Advisor360° is headquartered in Weston, Massachusetts, with offices in Bengaluru India, and Ireland, and a remote workforce in Canada.

DEAL STATS #
Overall 1 of 1
Sector (Information Technology) 1 of 1
Type (Divestiture) 1 of 1
State (British Columbia) 1 of 1
Country (Canada) 1 of 1
Year (2023) 1 of 1

Seller(S) 1

SELLER

Agreement Express

Vancouver, British Columbia, Canada
Category Company
Founded 2001
Sector Software
DESCRIPTION

Agreement Express is a client onboarding automation provider for financial services. The platform allows wealth management and payment companies to deliver a consistent customer application, approval, and onboarding experience across their product offerings & channels. Agreement Express was founded in 2001 and is based in Vancouver, British Columbia.

DEAL STATS #
Overall 1 of 1
Sector (Information Technology) 1 of 1
Type (Divestiture) 1 of 1
State (British Columbia) 1 of 1
Country (Canada) 1 of 1
Year (2023) 1 of 1
Mergr

Product

Company

Legal