M&A Deal Summary |
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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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Apex Fintech Solutions is a parent company of Apex Clearing Corporation, a custody and clearing platform that’s powering innovation and the future of digital wealth management, and Apex Pro, a trusted clearing partner to broker-dealers, ATS’s, routing firms, professional trading firms, hedge funds, institutions, and emerging managers. It offers cryptocurrency trading and custody services through Apex Crypto LLC, a wholly-owned subsidiary of Apex Fintech Solutions. Collectively, its suite of solutions creates an environment where companies with the biggest ideas in fintech are empowered to change the world. Apex Fintech Solutions is based in New York, New York.
DEAL STATS | # |
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Overall | 4 of 4 |
Sector (Internet Software and Services) | 1 of 1 |
Type (Add-on Acquisition) | 4 of 4 |
State (Connecticut) | 1 of 1 |
Country (United States) | 4 of 4 |
Year (2024) | 2 of 2 |
DATE | TARGET | DEAL TYPE | VALUE |
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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 | - |