M&A Deal Summary |
|
|---|---|
| Date | 2019-03-05 |
| Target | QUODD Financial Information Services |
| Sector | Information Services |
| Buyer(s) | Financeware |
| Deal Type | Add-on Acquisition |
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Financeware is a platform focused exclusively on tech infrastructure of the wealth management industry. Financeware was born of a need to connect winning solutions to the fast-moving targets, partners and market opportunities playing out across the entire wealth scape. Financeware is based in West Chester, Pennsylvania.
| DEAL STATS | # |
|---|---|
| Overall | 2 of 2 |
| Sector: Information Services M&A | 1 of 1 |
| Type: Add-on Acquisition M&A Deals | 2 of 2 |
| State: New Jersey M&A | 1 of 1 |
| Country: United States M&A | 2 of 2 |
| Year: 2019 M&A | 1 of 1 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2018-01-01 |
Vertical Management Systems
Pasadena, California, United States Vertical Management Systems, is a provider of data, financial networking, and account aggregation technology. For nearly 25 years, VMS has designed, developed and hosted accounting and securities process-and-control solutions for the largest financial institutions in the United States. VMS’s three core products include its retirement platform, Retirement Revolution, a leading supplier of next-generation retirement solutions; Mutual Fund Desk (MFD), a mutual fund process-and-control platform; and Specialized Information Services (SIS), a comprehensive source of customized and audited financial data. Vertical Management Systems was founded in 1992 and is based in Pasadena, California. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2022-04-04 |
VMS Hub
Jersey, New Jersey, United States VMS Hub is a robust workflow automation solution used by industry-leading recordkeepers to modernize trade processing with the NSCC, sub-custodian(s), or directly with the fund managers, while reducing the need for manual adjustments, minimizing errors, and providing greater transparency around fees. VMS Hub is based in Jersey, New Jersey. |
Sell | - |
