M&A Deal Summary

Datos Insights Acquires Wise

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

Acquisition Highlights
  • 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.

M&A Deal Summary
Date 2024-06-25
Target Wise
Sector Business Services
Buyer(s) Datos Insights
Deal Type Add-on Acquisition

Target

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(S) 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 STATS #
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
Mergr

Product

Company

Legal