M&A Deal Summary

Fi360 Acquires Center for Fiduciary Management

On June 19, 2018, Fi360 acquired information technology company Center for Fiduciary Management

Acquisition Highlights
  • This is Fi360’s 1st transaction in the Information Technology sector.
  • This is Fi360’s 1st transaction in the United States.
  • This is Fi360’s 1st transaction in Kansas.

M&A Deal Summary
Date 2018-06-19
Target Center for Fiduciary Management
Sector Information Technology
Buyer(s) Fi360
Deal Type Add-on Acquisition

Target

Center for Fiduciary Management

Overland Park, Kansas, United States
Center for Fiduciary Management is a provider of mass-market retail retirement tool sets in both functionality and usability. Center for Fiduciary Management was founded in 2003 and is based in Overland Park, Kansas.

Search 201,292 Deals Now

SEARCH BY

  • Buyer Type (PE or Strategic)
  • Deal Size ($10M to $10B+)
  • Sector (60 Sectors)
  • Deal Type
  • Geography
  • & More

Try For Free 7-Day Free Trial

Buyer(S) 1

Buyer

Fi360

Pittsburgh, Pennsylvania, United States
Category Company
Founded 1999
Sector Business Services
DESCRIPTION

Fi360, Inc. is a provider of fiduciary-focused software, data and analytics for financial advisors and intermediaries across the retirement and wealth ecosystem. Fi360 also provides the accreditation and continuing education for the Accredited Investment Fiduciary® (AIF®) Designation, the leading designation focused on fiduciary responsibility.

DEAL STATS #
Overall 1 of 2
Sector (Information Technology) 1 of 2
Type (Add-on Acquisition) 1 of 1
State (Kansas) 1 of 1
Country (United States) 1 of 2
Year (2018) 1 of 1
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2019-02-07 Blue Prairie Group - Stable Value Data Collection

Chicago, Illinois, United States

Blue Prairie Group LLC - Stable Value Data Collection is a provider of advisors with data and insight on stable value funds along with the ability to compare products.

Buy -
Mergr

Product

Company

Legal