M&A Deal Summary |
|
|---|---|
| Date | 2024-10-15 |
| Target | FinTron |
| Sector | Internet Software and Services |
| Buyer(s) | Apex Fintech Solutions |
| Deal Type | Add-on Acquisition |
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| Category | Company |
|---|---|
| Founded | 2012 |
| Sector | Business Services |
Apex Fintech Solutions is a financial technology comapany that provides infrastructure and data solutions for modern wealth management platforms. Apex Fintech Solutions was founded in 2012 and is based in New York, New York.
| DEAL STATS | # |
|---|---|
| Overall | 4 of 4 |
| Sector: Internet Software and Services M&A | 1 of 1 |
| Type: Add-on Acquisition M&A Deals | 4 of 4 |
| State: Connecticut M&A | 1 of 1 |
| Country: United States M&A | 4 of 4 |
| Year: 2024 M&A | 2 of 2 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2024-03-12 |
AdvisorArch
New Hope, Pennsylvania, United States AdvisorArch is a portfolio management company and modern rebalance for financial advisors. The company standardizes investment allocations through model management and helps increase efficiency by automating rebalancing for financial advisors, fintechs, and retail investors alike. Its automated rebalancer supports tax loss harvesting, direct indexing, fractional share trading, concentrated position management, and more with seamless connectivity to advisors’ portfolio management tools. AdvisorArch is based in New Hope, Pennsylvania. |
Buy | - |
