M&A Deal Summary |
|
|---|---|
| Date | 2024-01-29 |
| Target | UPTIQ Treasury and Credit Solutions |
| Sector | Financial Services |
| Buyer(s) | UPTIQ |
| Sellers(s) | Focus Financial Partners |
| Deal Type | Divestiture |
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UPTIQ modernizes holistic wealth management for financial advisors by expanding services beyond traditional investments. UPTIQ was founded in 2022 and is based in Dallas, Texas.
| DEAL STATS | # |
|---|---|
| Overall | 1 of 2 |
| Sector: Financial Services M&A | 1 of 1 |
| Type: Divestiture M&A Deals | 1 of 1 |
| State: New York M&A | 1 of 1 |
| Country: United States M&A | 1 of 2 |
| Year: 2024 M&A | 1 of 2 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2024-12-02 |
UpSwot
Fort Mill, South Carolina, United States UpSwot specializes in financial data integration, providing a robust gateway for connecting financial institutions to vital business data sources. UpSwot's technology powers next-generation solutions for digital banking, lending, and financial decision-making. UpSwot is based in Fort Mill, South Carolina. |
Buy | - |
| Category | Company |
|---|---|
| Founded | 2004 |
| Sector | Financial Services |
| Revenue | 2.1B USD (2022) |
Focus Financial Partners is a partnership of independent, fiduciary wealth management firms. Focus provides superior access to best practices, resources, and continuity planning for its partner firms that serve individuals, families, employers, and institutions with wealth management, benefits consulting, and investment consulting services. Focus Financial Partners was founded in 2004 and is based in New York, New York.
| DEAL STATS | # |
|---|---|
| Overall | 1 of 1 |
| Sector: Financial Services M&A | 1 of 1 |
| Type: Divestiture M&A Deals | 1 of 1 |
| State: New York M&A | 1 of 1 |
| Country: United States M&A | 1 of 1 |
| Year: 2024 M&A | 1 of 1 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2017-05-14 |
SCS Financial
Boston, Massachusetts, United States SCS Financial is an ultra-high-net-worth advisor and hedge fund-of-fund manager with more than $9 billion in assets under management. SCS serves families, family offices, and institutional investors through a conflict-free, open-architecture business model. SCS Financial was founded in 2002 and is based in Boston, Massachusetts. |
Buy | - |
