1. Home >
  2. M&A >
  3. Add-on Acquisition >
  4. United States >
  5. Texas >
  6. WiserAdvisor.com Acquires Indyfin

M&A Deal Summary

WiserAdvisor.com Acquires Indyfin

On August 2, 2023, WiserAdvisor.com acquired software company Indyfin

Acquisition Highlights
  • This is WiserAdvisor.com’s 1st transaction in the Software sector.
  • This is WiserAdvisor.com’s 2nd transaction in the United States.
  • This is WiserAdvisor.com’s 1st transaction in Texas.

M&A Deal Summary
Date 2023-08-02
Target Indyfin
Sector Software
Buyer(s) WiserAdvisor.com
Deal Type Add-on Acquisition

Target

Indyfin

Dallas, Texas, United States
Indyfin is an investor experience platform redefining how consumers find, research, and connect with financial advisors. The company helps financial advisors in gathering feedback, ratings, and reviews, which helps them to build credibility and trust online. Advisors utilize its proprietary technology to create data-rich profiles, which offers investors transparency into what makes an advisor distinct. Indyfin is headquartered in Dallas, Texas.

Search 215,130 Deals Now

SEARCH BY

  • Buyer Type (PE or Strategic)
  • Deal Size ($10M to $10B+)
  • Sector (60 Sectors)
  • Deal Type
  • Geography
  • & More

Try Free

Buyer(S) 1

Buyer

WiserAdvisor.com

Fairfax, Virginia, United States
Category Company
Founded 1998
Sector Financial Services
DESCRIPTION

WiserAdvisor.com is a lead generation firm for financial firms and professionals. The company's nationwide network includes financial advisors from large fortune 500 companies as well as small independent financial firms. WiserAdvisor was formed in 1998 and is based in Fairfax, Virginia.

DEAL STATS #
Overall 2 of 2
Sector: Software M&A 1 of 1
Type: Add-on Acquisition M&A Deals 1 of 1
State: Texas M&A 1 of 1
Country: United States M&A 2 of 2
Year: 2023 M&A 1 of 1
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2019-09-04 Paladin Registry

Fairfax, Virginia, United States

Paladin Registry offers help and resources to RIAs and IARs that are interested in the internet to grow their businesses. The company's main website (www.PaladinRegistry.com) and two blog sites educate investors and increase their awareness when they rely on financial advisors to help them accumulate and preserve assets for retirement. Paladin Registry was formed in 2003 and is based in Fairfax, Virginia.

Buy -
Mergr

Solution for

Product

Company

Legal