Wealth Management Systems - M&A Summary, Ownership, and Business Overview

Information TechnologyCompany

Wealth Management Systems M&A Summary

Wealth Management Systems has acquired 2 companies of its own.

Wealth Management Systems has acquired in 2 different US states. The Company’s most targeted sectors include financial services (50%) and software (50%).

Wealth Management Systems Ownership

Who owns Wealth Management Systems?

Wealth Management Systems is owned by DST Systems. It was acquired on August 21, 2015.

Wealth Management Systems Business Overview

Where is Wealth Management Systems headquartered?

Wealth Management Systems is headquartered in New York, New York.

What sector is Wealth Management Systems in?

Wealth Management Systems is an information technology company.

When was Wealth Management Systems founded?

Wealth Management Systems was founded in 2000.

M&A Summary

  • M&A Total Activity2
    • M&A Buy Activity2
  • Total Sectors Invested 2
  • Total Countries Invested 1
  • M&A Buy/Sell Connections 1

Wealth Management Systems, Inc.

110 Leroy Street, 5th floor,
New York, New York 10014
United States,
(908) 333-4089
www.wealthmsi.com

Wealth Management Systems, Inc. is a provider of retirement plan rollover technology, content and communications, and practice management solutions to the financial services industry, is connected to recordkeepers servicing over 33 million participants and provides automatic rollover services to over 25,000 plan sponsors.


M&A Summary

Buy vs Sell

Year ≤ '19 '20 '21 '22 '23 '24 T
Buy (0.0/yr) # 2 - - - - - 2
Sell (0.0/yr) # - - - - - - 0
  2

Most Recent M&A

Company Date Value Type
S&P Capital IQ Financial Communications 2013-10-03 - Divestiture
New York, New York
Archimedes Systems, Inc. 2012-10-24 - Add-on Acquisition
Waltham, Massachusetts · www.archimedes.com
View All >>

M&A by Sector

Sector Buy # Value Sell # Value
Financial Services 1 (50%) - - -
Software 1 (50%) - - -
Total 2 - - -

By Geo

State/Country Buy Value Sell Value
United States 2 - - -
  New York 1 - - -
  Massachusetts 1 - - -
Total 2 - - -

M&A Connections

Deals
Acquired from
Strategic(s)
50%
1 (50%)

Company Summary

SECTOR

Information Technology

Established

2000

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