M&A Deal Summary

VettaFi Acquires Advisor Perspectives

On October 20, 2022, VettaFi acquired digital media company Advisor Perspectives

Acquisition Highlights
  • This is VettaFi’s 1st transaction in the Digital Media sector.
  • This is VettaFi’s 1st transaction in the United States.
  • This is VettaFi’s 1st transaction in Massachusetts.

M&A Deal Summary
Date 2022-10-20
Target Advisor Perspectives
Sector Digital Media
Buyer(s) VettaFi
Deal Type Add-on Acquisition

Target

Advisor Perspectives

Lexington, Massachusetts, United States
Advisor Perspectives is a digital publisher for the advisory profession, including RIAs, financial planners, wirehouse and independent broker-dealer representatives, family offices, insurance brokers, institutional investors, bank professionals and more. Advisor Perspectives was founded in 2007 and is based in Lexington, Massachusetts.

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Buyer(S) 1

Buyer

VettaFi

New York City, New York, United States
Category Company
Sector Information Services
DESCRIPTION

VettaFi is a privately owned data, analytics, indexing, digital distribution, and thought leadership company?. VettaFi cultivates a data-driven platform, built to empower and educate the modern ??financial advisor?, asset manager??? and institutional investor.? VettaFi is based in New York, New York.

DEAL STATS #
Overall 1 of 3
Sector (Digital Media) 1 of 1
Type (Add-on Acquisition) 1 of 3
State (Massachusetts) 1 of 1
Country (United States) 1 of 3
Year (2022) 1 of 1
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2023-04-06 ROBO Global Index

Dallas, Texas, United States

ROBO Global Index focuses on helping investors capture the unique opportunities of fast-growing robotics, artificial intelligence, and healthcare technology companies around the world. The suite includes the first benchmark indexes tracking the robotics and AI revolution for investors. The ROBO Global indexes include The ROBO Global Robotics & Automation Index, The ROBO Global Artificial Intelligence Index, and The ROBO Global Healthcare Technology & Innovation Index. ROBO Global Index is based in Dallas, Texas.

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