Add-on Acquisition • Business Services

Datos Insights Acquires Wise

On June 25, 2024, Datos Insights acquired business services company Wise

Acquisition Context

This is Datos Insights’ 1st transaction in the Business Services sector.
This is Datos Insights’ 1st transaction in the United States.
This is Datos Insights’ 1st transaction in District of Columbia.

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M&A Deal Summary
Date	June 25, 2024
Target	Wise
Sector	Business Services
Buyer(s)	Datos Insights
Deal Type	Add-on Acquisition

Target Company

Wise

Washington, District of Columbia, United States

Wise is a research and data firm servicing bank wealth managers, trust companies, and multi-family offices throughout the United States. The company offers services including performance benchmarks, pricing, fee realization, and compensation for the private banking and trust, high-net-worth, and UHNW client segments. Wise is based in Washington, District of Columbia.

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Buyer Overview 1

Buyer

Datos Insights

Boston, Massachusetts, United States

Category	Company
Sector	Business Services

DESCRIPTION

Datos Insights is a provider of subscription research and advisory services to financial institutions and the technology and service providers that support them. Datos Insights is based in Boston, Massachusetts.

Deal Context for Buyer	#
Overall	1 of 1
Sector: Business Services	1 of 1
Type: Add-on Acquisition	1 of 1
State: District of Columbia	1 of 1
Country: United States	1 of 1
Year: 2024	1 of 1

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