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  6. FolioDynamix Acquires Summit Advisor Solutions

M&A Deal Summary

FolioDynamix Acquires Summit Advisor Solutions

On November 2, 2016, FolioDynamix acquired information technology company Summit Advisor Solutions

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

M&A Deal Summary
Date 2016-11-02
Target Summit Advisor Solutions
Sector Information Technology
Buyer(s) FolioDynamix
Deal Type Add-on Acquisition

Target

Summit Advisor Solutions

Dallas, Texas, United States
Summit Advisor Solutions is an investment & technology platform solution geared towards the needs of RIAs who seek a custom turnkey solution to deliver sophisticated investment strategies through a state of the art technology chassis.

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Buyer(S) 1

Buyer

FolioDynamix

New York, New York, United States
Category Company
Sector Internet Software and Services
DESCRIPTION

FolioDynamix, Inc. is a provider of an end-to-end technology solution paired with a suite of advisory tools including model portfolios, research, and overlay management services. FolioDynamix is based in New York, New York.

DEAL STATS #
Overall 1 of 1
Sector: Information Technology M&A 1 of 1
Type: Add-on Acquisition M&A Deals 1 of 1
State: Texas M&A 1 of 1
Country: United States M&A 1 of 1
Year: 2016 M&A 1 of 1
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