M&A Deal Summary

InvestCloud Acquires Rplan

On June 11, 2018, InvestCloud acquired internet software and services company Rplan for 20M USD

Acquisition Highlights
  • This is InvestCloud’s 2nd transaction in the Internet Software and Services sector.
  • This is InvestCloud’s 2nd largest (disclosed) transaction.
  • This is InvestCloud’s 2nd transaction in the United Kingdom.

M&A Deal Summary
Date 2018-06-11
Target Rplan
Sector Internet Software and Services
Buyer(s) InvestCloud
Deal Type Add-on Acquisition
Deal Value 20M USD

Target

Rplan

Altrincham, United Kingdom
Rplan Ltd. is a provider of client engagement technology to support bespoke investment propositions for web and mobile. Rplan is based in Altrincham, United Kingdom.

Search 200,500 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

InvestCloud

West Hollywood, California, United States
Category Company
Founded 2010
Sector Internet Software and Services
DESCRIPTION

InvestCloud is a global company specializing in digital platforms that enable the development of financial solutions, pre-integrated into the Cloud. The company offers on-demand client experiences and intuitive operations solutions using an ever-expanding library of modular apps, resulting in powerful products. InvestCloud has over 20 global offices including New York, London, Geneva, Singapore, and Sydney, supporting trillions in assets across hundreds of diverse clients – from the largest banks in the world to wealth managers, asset managers, and asset services companies. InvestCloud was founded in 2010 and is based in West Hollywood, California.

DEAL STATS #
Overall 2 of 5
Sector (Internet Software and Services) 2 of 3
Type (Add-on Acquisition) 2 of 3
Country (United Kingdom) 2 of 2
Year (2018) 1 of 1
Size (of disclosed) 2 of 2
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2017-01-09 Babel Systems

Benfleet, United Kingdom

Babel Systems Ltd. is a trade processing and accounting platform for online trading providers including stockbrokers and wealth managers.

Buy $20M
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2021-02-02 Tegra118

Brookfield, Wisconsin, United States

Tegra118 is a technology provider for key segments of the wealth and asset management industry. The company's scalable, integrated platform delivers mission-critical, end-to-end software solutions for the front, middle, and back-office. Tegra118 is based in Brookfield, Wisconsin.

Buy -
Mergr

Product

Company

Legal