M&A Deal Summary

AlphaTrAI Acquires Anchor Advisory Services

On August 22, 2024, AlphaTrAI acquired business services company Anchor Advisory Services

Acquisition Highlights
  • This is AlphaTrAI’s 1st transaction in the Business Services sector.
  • This is AlphaTrAI’s 1st transaction in the United States.
  • This is AlphaTrAI’s 1st transaction in Massachusetts.

M&A Deal Summary
Date 2024-08-22
Target Anchor Advisory Services
Sector Business Services
Buyer(s) AlphaTrAI
Deal Type Add-on Acquisition

Target

Anchor Advisory Services

Plymouth, Massachusetts, United States
Anchor Advisory Services is a scheduling and sales management solutions provider for the financial services industry. Anchor Advisory Services was formed in 2016 and is headquartered in Plymouth, Massachusetts.

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Buyer(S) 1

Buyer

AlphaTrAI

West Hollywood, California, United States
Category Company
Founded 2018
Sector Financial Services
DESCRIPTION

AlphaTrAI is a technology-enabled solutions provider that transforms the businesses of wealth and asset management firms. AlphaTrAI was formed in 2018 and is based in West Hollywood, California.

DEAL STATS #
Overall 1 of 1
Sector (Business Services) 1 of 1
Type (Add-on Acquisition) 1 of 1
State (Massachusetts) 1 of 1
Country (United States) 1 of 1
Year (2024) 1 of 1
Mergr

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