4 Acquisitions in the Wealth Management industry
Company acquisitions in the Wealth Management industry always make headlines! Especially since related startups and technology companies have become very popular with private equity firms, strategic buyers and even family offices.
In this blog post, we are taking a closer look at 4 acquisitions that took place in the Wealth Management industry.
JUMP Technology acquired by Clearwater
Details about the transaction:
Acquisition amount: $73,719,927
Announcement: 29 September 2022
Details about the company:
Investment management software is offered by JUMP Technology.
Headquarter:
Where to find them: Website
Industry: Asset Management, Finance, Risk Management, Software, Wealth Management
Details about the buyer:
Visma offers services and company software for administration and accountancy.
Headquarter:
Where to find them: Website
NexJ Systems acquired by Harris Computer Systems
Details about the transaction:
Acquisition amount: $12,000,000
Announcement: 29 August 2022
Details about the company:
To provide CRM solutions for the financial services, insurance, and healthcare sectors, NexJ Systems creates cloud-based software.
Headquarter:
Where to find them: Website
Industry: CRM, Enterprise Software, Software, Wealth Management
Details about the buyer:
Visma offers services and company software for administration and accountancy.
Headquarter:
Where to find them: Website
Walker Crips Asset Managers acquired by Liontrust Asset Management
Details about the transaction:
Acquisition amount: $18,815,796
Announcement: 13 March 2012
Details about the company:
In the UK, Walker Crips Asset Managers offers financial services.
Headquarter:
Where to find them: Website
Industry: Finance, Financial Services, Wealth Management
Details about the buyer:
Visma offers services and company software for administration and accountancy.
Headquarter:
Where to find them: Website
WealthDesk acquired by PhonePe
Details about the transaction:
Acquisition amount: $50,000,000
Announcement: 17 May 2022
Details about the company:
Business-to-business-to-consumer (B2B2C) investing technology platform WealthDesk.
Headquarter:
Where to find them: Website
Industry: Financial Services, FinTech, Wealth Management
Details about the buyer:
Visma offers services and company software for administration and accountancy.
Headquarter:
Where to find them: Website
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