M&A Deal Summary

AssetMark Acquires Voyant

On March 1, 2021, AssetMark acquired software company Voyant for 145M USD

Acquisition Highlights
  • This is AssetMark’s 1st transaction in the Software sector.
  • This is AssetMark’s largest (disclosed) transaction.
  • This is AssetMark’s 1st transaction in the United States.
  • This is AssetMark’s 1st transaction in Texas.

M&A Deal Summary
Date 2021-03-01
Target Voyant
Sector Software
Buyer(s) AssetMark
Deal Type Add-on Acquisition
Deal Value 145M USD
Advisor(s) Raymond James - Investment Banking (Financial)

Target

Voyant

Austin, Texas, United States
Voyant is a global provider of financial planning solutions to enterprises, independent financial advisors, and their clients. Enterprise clients include Toronto-Dominion, Lloyd’s Bank, BMO, CIBC, and others. With operations in the United States, United Kingdom, Canada, Ireland, and Australia, Voyant’s configurable and integrated offerings focus on the whole adviser lifecycle including client onboarding, collaborative financial planning, and self-service solutions for clients. Voyant’s solutions allow advisers to deliver a new level of value to their clients, by providing vision, expertise, and access. Voyant is based in Austin, Texas.

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Buyer(S) 1

Buyer

AssetMark

Concord, California, United States
Category Company
Founded 1996
Sector Financial Services
Employees874
Revenue 708M USD (2023)
DESCRIPTION

AssetMark is a provider of extensive wealth management and technology solutions that power independent financial advisers and their clients. AssetMark provides an end-to-end experience, spanning nearly all elements of an adviser’s engagement with his or her client from initial conversations to ongoing financial planning discussions, including performance reporting and billing. AssetMark is was incorporated in 1996 and is based in Concord, California.

DEAL STATS #
Overall 1 of 2
Sector (Software) 1 of 2
Type (Add-on Acquisition) 1 of 1
State (Texas) 1 of 1
Country (United States) 1 of 2
Year (2021) 1 of 1
Size (of disclosed) 1 of 1
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2022-06-13 Adhesion Wealth

Wakefield, Massachusetts, United States

Adhesion Wealth is a UMA platform focused on developing and delivering managed account solutions to investment advisors. Adhesion Wealth Advisor Solutions was founded in 1999 and is based in Wakefield, Massachusetts.

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