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M&A Deal Summary

Wealthtender Acquires The AGC

On September 11, 2023, Wealthtender acquired internet software and services company The AGC

Acquisition Highlights
  • This is Wealthtender’s 1st transaction in the Internet Software and Services sector.
  • This is Wealthtender’s 1st transaction in the United States.
  • This is Wealthtender’s 1st transaction in California.

M&A Deal Summary
Date 2023-09-11
Target The AGC
Sector Internet Software and Services
Buyer(s) Wealthtender
Deal Type Add-on Acquisition

Target

The AGC

San Diego, California, United States
The AGC is a collaborative community for financial advisors to grow personally and professionally alongside their peers. AGC fosters community, collaboration, and inspiration with access to innovative digital marketing implementation tools. The AGC was formed in 2019 and is based in San Diego, California.

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Buyer(S) 1

Buyer

Wealthtender

Houston, Texas, United States
Category Company
Sector Internet Software and Services
DESCRIPTION

Wealthtender is a digital marketing platform for financial advisors to get found online and convert more prospects into clients. Wealthtender launched the industry's first SEC-compliant online reviews platform and operates the find-an-advisor website not sponsored by a wealth management firm, credentialing organization, or industry association. Wealthtender is based in Houston, Texas.

DEAL STATS #
Overall 1 of 1
Sector: Internet Software and Services M&A 1 of 1
Type: Add-on Acquisition M&A Deals 1 of 1
State: California M&A 1 of 1
Country: United States M&A 1 of 1
Year: 2023 M&A 1 of 1
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