research & insights from The Wealth Mosaic

Highlighting 20 M&A deals in and around wealth management from the first six months of 2018

M&A deals between January and June 2018

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Wealth & Technology Newsletter

Fitting with our overall aim of delivering dedicated knowledge and support resources around the business of needs of the wealth management sector, our monthly Wealth & Tech Newsletter looks at a broad range of the latest wealth management technology-related developments from across the wealth management sector and then consolidates them...

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by The Wealth Mosaic
| 31/08/2018 06:00:00

Every month in our Wealth & Tech newsletter, we highlight a range of the latest technology-related developments in and around the wealth management sector from across the world. In this piece, we highlight 20 M&A deals among different solution providers from the first 6 months of 2018.

From these deals, the solution providers currently included in our marketplace (each name has a hyperlink through to their business profile homepage on our site) are ActianceAdvisorEngine, ArtivestCordium, DST SystemsEnvestnetEquiSoft, Fi360Finametrix, Finantix, IntellifloInvestCloud, JunxureRIA in a Box, RobustWealthSmarsh, and SS&C Technologies.

Those firms in the list but not yet in our database will be added soon. 

Click below to access the 1-page PDF document