M&A Deal Summary

Tegra118 Acquires RetireUp

On June 10, 2020, Tegra118 acquired software company RetireUp

Acquisition Highlights
  • This is Tegra118’s 1st transaction in the Software sector.
  • This is Tegra118’s 1st transaction in the United States.
  • This is Tegra118’s 1st transaction in Illinois.

M&A Deal Summary
Date 2020-06-10
Target RetireUp
Sector Software
Buyer(s) Tegra118
Deal Type Add-on Acquisition

Target

RetireUp

Libertyville, Illinois, United States
RetireUp is a provider of integrated retirement income planning solutions built to strengthen the client-advisor relationship. By presenting complex concepts in easily understood numbers and graphics, RetireUp allows advisors to quickly engage clients and transform them into enthusiastic participants in the planning process. With powerful tools, actuarial-level product modeling, data integration, and an automated forms system, RetireUp facilitates more meaningful client-advisor conversations and faster, better solutions that streamline the entire planning process. RetireUp was formed in 2012 and is based in Libertyville, Illinois.

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Buyer(S) 1

Buyer

Tegra118

Brookfield, Wisconsin, United States
Category Company
Sector Information Technology
DESCRIPTION

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.

DEAL STATS #
Overall 1 of 1
Sector (Software) 1 of 1
Type (Add-on Acquisition) 1 of 1
State (Illinois) 1 of 1
Country (United States) 1 of 1
Year (2020) 1 of 1
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