1. Home >
  2. M&A >
  3. Divestiture >
  4. United States >
  5. Virginia >
  6. WiserAdvisor.com Acquires Paladin Registry

M&A Deal Summary

WiserAdvisor.com Acquires Paladin Registry

On September 4, 2019, WiserAdvisor.com acquired financial services company Paladin Registry from Paladin Digital Marketing

Acquisition Highlights
  • This is WiserAdvisor.com’s 1st transaction in the Financial Services sector.
  • This is WiserAdvisor.com’s 1st transaction in the United States.
  • This is WiserAdvisor.com’s 1st transaction in Virginia.

M&A Deal Summary
Date 2019-09-04
Target Paladin Registry
Sector Financial Services
Buyer(s) WiserAdvisor.com
Sellers(s) Paladin Digital Marketing
Deal Type Divestiture

Target

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.

Search 214,876 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 1 of 2
Sector: Financial Services M&A 1 of 1
Type: Divestiture M&A Deals 1 of 1
State: Virginia M&A 1 of 1
Country: United States M&A 1 of 2
Year: 2019 M&A 1 of 1
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2023-08-02 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.

Buy -

Seller(S) 1

SELLER

Paladin Digital Marketing

Scottsdale, Arizona, United States
Category Company
Founded 2003
Sector Financial Services
DESCRIPTION

Paladin Internet Properties, Inc. is a provider of lead generation services to financial advisors, financial planners, and Registered Investment Advisory firms. The company also provides turnkey solutions to new RIAs who may be breakaway brokers or are going independent for the first time. Paladin Internet Properties was formed in 2003 and is based in Scottsdale, Arizona.

DEAL STATS #
Overall 1 of 1
Sector: Financial Services M&A 1 of 1
Type: Divestiture M&A Deals 1 of 1
State: Virginia M&A 1 of 1
Country: United States M&A 1 of 1
Year: 2019 M&A 1 of 1
Mergr

Solution for

Product

Company

Legal