Explore All 10284 Add-on Acquisition Software Deals - Search the Database Free
M&A Deal Summary |
|
|---|---|
| Date | January 2, 2018 |
| Target | Junxure |
| Sector | Software |
| Buyer(s) | AdvisorEngine |
| Deal Type | Add-on Acquisition |
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| Category | Company |
|---|---|
| Founded | 2014 |
| Sector | Financial Services |
AdvisorEngine, Inc. is a digital wealth platform and provider of technology and consulting services to more than 1,200 financial advisory firms in the United States that manage over $600 billion in assets. Its financial experience platform serves as a unified operating system across advisor experience (AX), business operations experience (BX), and client experience (CX). Modules include prospecting and client engagement tools, paperless client onboarding, account aggregation, CRM, goals-based financial planning tools, model portfolios, portfolio construction analytics, compliance monitoring tools, performance reporting, and fee billing. From the company’s offices in New York, NY, and Raleigh, NC, the AdvisorEngine team strives to fulfill six ideals through their work: camaraderie, clarity, curiosity, creativity, crushing it, and celebration. AdvisorEngine was formed in 2014 and is based in New York, New York.
| Deal Context for Buyer | # |
|---|---|
| Overall | 3 of 3 |
| Sector: Software | 1 of 1 |
| Type: Add-on Acquisition | 3 of 3 |
| State: North Carolina | 1 of 1 |
| Country: United States | 3 of 3 |
| Year: 2018 | 1 of 1 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2017-04-27 |
Kredible Technologies
Atlanta, Georgia, United States Kredible Technologies, Inc. a technology-enabled, research-driven practice management firm designed to help advisors acquire new clients. |
Buy | - |
