Comprehensive database of acquisition targets across industries
Total Targets
98
Industries
3
High Priority
27
In Discussion
0
| Nitrogen | Wealth Management Tech | Risk Assessment & Client Engagement | ~180 | Justin Long | Not Contacted | High | |
| RightCapital | Wealth Management Tech | Financial Planning Software | ~150 | Shuang Chen | Not Contacted | High | |
| Advyzon | Wealth Management Tech | Portfolio Management + CRM | ~120 | Hailin Li | Not Contacted | Medium | |
| Practifi | Wealth Management Tech | Advisor CRM | ~110 | Adrian Johnstone | Not Contacted | High | |
| Asset-Map | Wealth Management Tech | Client Visualization Tools | ~85 | Adam Holt | Not Contacted | Medium | |
| Koyfin | Wealth Management Tech | Investment Research Platform | ~120 | Rob Koyfman | Not Contacted | Medium | |
| Redtail CRM | Wealth Management Tech | Advisor CRM | ~200 | Brian McLaughlin | Not Contacted | Medium | |
| Holistiplan | Wealth Management Tech | Tax Planning | 11-50 | Roger Pine | Not Contacted | High | |
| FP Alpha | Wealth Management Tech | AI Planning Assistant | 10-30 | Andrew Altfest | Not Contacted | Medium | |
| Kwanti | Wealth Management Tech | Portfolio Analytics | 10-30 | TBD | Not Contacted | Low | |
| Capitect | Wealth Management Tech | Rebalancing & Reporting | 10-30 | TBD | Not Contacted | Low | |
| AdvicePay | Wealth Management Tech | Payment Processing | 20-50 | Alan Moore | Not Contacted | Low | |
| Wealthbox | Wealth Management Tech | CRM | 50-100 | John Rourke | Not Contacted | Medium | |
| CapIntel | Wealth Management Tech | Proposal Tools | 30-70 | James Rockwood | Not Contacted | Medium | |
| Timeline | Wealth Management Tech | UK Advisor Platform | 50-100 | Abraham Okusanya | Not Contacted | Medium | |
| Dynamic Planner | Wealth Management Tech | Risk & Digital Advice | 50-100 | Ben Goss | Not Contacted | Medium | |
| Landytech | Wealth Management Tech | Data Aggregation | 100-150 | Benjamin Moute | Not Contacted | Medium | |
| Arch | Wealth Management Tech | Alternatives Workflow | 30-70 | Ryan Eisenman | Not Contacted | Low | |
| FundCount | Wealth Management Tech | Investment Accounting | 50-100 | Alex Ivanov | Not Contacted | Medium | |
| LemonEdge | Wealth Management Tech | Private Markets Accounting | 30-70 | David O'Malley | Not Contacted | Low | |
| PCR Financial Aggregation | Wealth Management Tech | Data Aggregation | 50-100 | Ranjan Mishra | Not Contacted | Medium | |
| Archway Group | Wealth Management Tech | Portfolio Accounting | 50-100 | Anthony Abenante | Not Contacted | Medium | |
| Snappy Kraken | Wealth Management Tech | Marketing Automation | 30-70 | Robert Sofia | Not Contacted | Low | |
| Income Lab | Wealth Management Tech | Retirement Planning | 10-30 | TBD | Not Contacted | Low | |
| fpPathfinder | Wealth Management Tech | Planning Checklists | 5-20 | TBD | Not Contacted | Low | |
| YCharts | Financial Data & Analytics | Market Data Workflow | 72 | Sean Brown | Not Contacted | High | |
| Quartr | Financial Data & Analytics | Research Workflow | 120 | Oscar Küntzel | Not Contacted | High | |
| Massive | Financial Data & Analytics | Market Data API | 110 | Quinton Pike | Not Contacted | Medium | |
| RavenPack | Financial Data & Analytics | Alternative Data | 180 | Armando Gonzalez | Not Contacted | High | |
| Consumer Edge | Financial Data & Analytics | Alternative Data | 150 | Bill Pecoriello | Not Contacted | Medium | |
| M Science | Financial Data & Analytics | Alternative Research | 140 | Michael Marrale | Not Contacted | Medium | |
| Neudata | Financial Data & Analytics | Alt Data Marketplace | 90 | Rado Lipuš | Not Contacted | High | |
| d1g1t | Financial Data & Analytics | Wealth Analytics | 180 | Dan Rosen | Not Contacted | High | |
| Quantifi | Financial Data & Analytics | Risk Analytics | 250 | Rohan Douglas | Not Contacted | Medium | |
| SteelEye | Financial Data & Analytics | RegTech | 130 | Matt Smith | Not Contacted | High | |
| Datamaran | Financial Data & Analytics | ESG Intelligence | 180 | Marjella Lecourt-Alma | Not Contacted | High | |
| ESG Book | Financial Data & Analytics | ESG Data | 220 | Justin Fitzpatrick | Not Contacted | Medium | |
| Valutico | Financial Data & Analytics | Valuation Software | 95 | Paul Resch | Not Contacted | High | |
| Canoe Intelligence | Financial Data & Analytics | Allocator Ops | 120 | Jason Eiswerth | Not Contacted | Medium | |
| Aiera | Financial Data & Analytics | Research AI | 140 | Ken Sena | Not Contacted | High | |
| Revelio Labs | Financial Data & Analytics | Workforce Data | 110 | Ben Zweig | Not Contacted | High | |
| PureFacts | Financial Data & Analytics | Wealth Tech | 140 | Robert Madej | Not Contacted | Medium | |
| RiskSpan | Financial Data & Analytics | Analytics Infrastructure | 160 | Bernadette Kogler | Not Contacted | Medium | |
| Morning Consult Data | Financial Data & Analytics | Data Analytics | 200 | Michael Ramlet | Not Contacted | Medium | |
| Causal AI Finance | Financial Data & Analytics | Analytics SaaS | 80 | Taimur Abdaal | Not Contacted | Medium | |
| AltIndex | Financial Data & Analytics | Alt Data Platform | 75 | CEO ESTIMATE | Not Contacted | Medium | |
| Sentieo Private | Financial Data & Analytics | Research Workflow | 150 | Jack Kokko | Not Contacted | Medium | |
| Uku | Accounting & Bookkeeping SaaS | Practice Management | ~9 | Rain Allikvee | Not Contacted | High | |
| TaxPlanIQ | Accounting & Bookkeeping SaaS | Tax Workflow and Planning | N/A | Dave Lukas | Not Contacted | Medium | |
| Taxaroo | Accounting & Bookkeeping SaaS | Tax Workflow and Automation | N/A | Mario Costanz | Not Contacted | Low | |
| ATOM Software | Accounting & Bookkeeping SaaS | Practice Management | 11-50 | James L. Decker | Not Contacted | Low | |
| FileInvite | Accounting & Bookkeeping SaaS | Client Intake and Document Collection | 11-50 | Michael Hansen | Not Contacted | Low | |
| Sweet | Accounting & Bookkeeping SaaS | Tax Workflow and Automation | N/A | N/A | Not Contacted | High | |
| Liscio | Accounting & Bookkeeping SaaS | Client Communication and Collaboration | 11-50 | N/A | Not Contacted | Medium | |
| Glide | Accounting & Bookkeeping SaaS | Workflow Management | N/A | N/A | Not Contacted | Medium | |
| Mango Practice Management | Accounting & Bookkeeping SaaS | Practice Management | 11-50 | N/A | Not Contacted | Medium | |
| Firm360 | Accounting & Bookkeeping SaaS | Practice Management | 11-50 | Patrick O'Neill | Not Contacted | High | |
| Kloud Connect | Accounting & Bookkeeping SaaS | Practice Management | 11-50 | Dan Beck | Not Contacted | Medium | |
| Truss | Accounting & Bookkeeping SaaS | Tax Workflow | 11-50 | Matthew Smith | Not Contacted | Medium | |
| Financial Cents | Accounting & Bookkeeping SaaS | Practice Management | 11-50 | Shahram Zarshenas | Not Contacted | High | |
| Client Hub | Accounting & Bookkeeping SaaS | Client Portal | 11-50 | Not specified in research | Not Contacted | Medium | |
| Double | Accounting & Bookkeeping SaaS | Bookkeeping Automation | 11-50 | Not specified in research | Not Contacted | Medium | |
| Assembly | Accounting & Bookkeeping SaaS | Client Portal | 11-50 | Marlon Misra | Not Contacted | Low | |
| Amelio Software | Accounting & Bookkeeping SaaS | Tax/Audit Workflow | 11-50 | Ronald Kranzler | Not Contacted | High | |
| Beeye | Accounting & Bookkeeping SaaS | Resource Planning | 11-50 | Adrien Sicard | Not Contacted | Low | |
| PitBullTax Software | Accounting & Bookkeeping SaaS | Tax Resolution | 11-50 | Irina Bobrova | Not Contacted | Medium | |
| ExpenseIn | Accounting & Bookkeeping SaaS | Expense Management | 11-50 | Matt Jones | Not Contacted | Low | |
| AuditMiner | Accounting & Bookkeeping SaaS | Audit Workpapers Automation | 11-50 | Kelly Mann | Not Contacted | High | |
| Jetpack Workflow | Accounting & Bookkeeping SaaS | Practice Workflow Management | 11-50 | David Cristello | Not Contacted | High | |
| Soraban | Accounting & Bookkeeping SaaS | Client Intake + Admin Automation | Not verified | Enoch Ko | Not Contacted | Medium | |
| Countable.co | Accounting & Bookkeeping SaaS | Workpapers + Year-End Engagement Delivery | 11-50 | Atin Gupta | Not Contacted | High | |
| TaxLab | Accounting & Bookkeeping SaaS | Tax Compliance Workflow Automation | 11-50 | Karl Farrand | Not Contacted | High | |
| Konsise | Accounting & Bookkeeping SaaS | Tax Compliance + Entity Management | Not verified | Not verified | Not Contacted | Medium | |
| Audit Sight | Accounting & Bookkeeping SaaS | Audit Workflow + Due Diligence Tooling | Not verified | T.C. Whittaker | Not Contacted | Medium | |
| DataGrows | Accounting & Bookkeeping SaaS | Practice Management (Regional) | 11-50 | Mariska Fernhout | Not Contacted | Medium | |
| COUNT | Accounting & Bookkeeping SaaS | Accounting Ops Platform (SMB + Firms) | Not verified | Not verified | Not Contacted | Medium | |
| Taxwire | Accounting & Bookkeeping SaaS | Tax Compliance + Document Automation | 11-50 | Ronald Kranzler | Not Contacted | High | |
| Synder | Accounting & Bookkeeping SaaS | Accounting Automation + Integrations | 51-100 | Ilya Kirnos | Not Contacted | Low | |
| CygnusAI | Accounting & Bookkeeping SaaS | Workflow Automation (CPA Integrations) | 11-50 | Atul Tatke | Not Contacted | Medium | |
| FibreCRM | Accounting & Bookkeeping SaaS | CRM for Accountancy Practices | 11-50 | Simon Leek | Not Contacted | Medium | |
| Specia | Accounting & Bookkeeping SaaS | Workpaper Automation | 11-50 | Pawan Srivastava | Not Contacted | Medium | |
| MyDocSafe | Accounting & Bookkeeping SaaS | Client Portals + eSign + Onboarding Workflows | 11-50 | Daniel Stachowiak | Not Contacted | Medium | |
| DocuClipper | Accounting & Bookkeeping SaaS | Document Data Extraction (Bank Statements, Tax Forms) | 11-50 | Jorge Martinez | Not Contacted | Medium | |
| LedgerDocs | Accounting & Bookkeeping SaaS | Document Management + Statement Conversion for Bookkeepers | 11-50 | Wayne Zielke | Not Contacted | Medium | |
| XBert | Accounting & Bookkeeping SaaS | Workflow Automation for Accounting Firms | 11-50 | Troy Brown | Not Contacted | Medium | |
| EzzyBills | Accounting & Bookkeeping SaaS | AP Automation for Accounting Firms | 11-50 | Michael Fitzmaurice | Not Contacted | Medium | |
| Apxium | Accounting & Bookkeeping SaaS | Accounts Receivable Automation | 11-50 | Jeremy Coombe | Not Contacted | Medium | |
| Tallyfor | Accounting & Bookkeeping SaaS | Tax Trial Balance and Workpapers Automation | 8 | Peter Wen | Not Contacted | High | |
| StanfordTax | Accounting & Bookkeeping SaaS | Tax Intake Automation (Organizers and Binders) | 2-10 | Dan Berenholtz | Not Contacted | High | |
| TaxBandits | Accounting & Bookkeeping SaaS | Tax E-filing and Compliance Infrastructure | 11-50 | Naga Palanisamy | Not Contacted | High | |
| SapphireOne | Accounting & Bookkeeping SaaS | ERP + Accounting Suite | 11-50 | John Adams | Not Contacted | Low | |
| Pixie | Accounting & Bookkeeping SaaS | Practice Management | 11-50 | Celso Pinto | Not Contacted | Low | |
| Capium | Accounting & Bookkeeping SaaS | Practice Suite (Accounts + Practice Tools) | 11-50 | Sanjay Bhiraju | Not Contacted | Low | |
| ERPCA | Accounting & Bookkeeping SaaS | Practice Management | 11-50 | Sujeet Karn | Not Contacted | Low | |
| RobotX | Accounting & Bookkeeping SaaS | Audit Automation | 11-50 | Robert Hyde | Not Contacted | Low | |
| SuiteFiles | Accounting & Bookkeeping SaaS | Document Management | 11-50 | Andrew Sims | Not Contacted | Low | |
| MakersHub | Accounting & Bookkeeping SaaS | AP Automation (Accountant-Adjacent) | 11-50 | Phong Ngo | Not Contacted | Low | |
| CountingWorks PRO | Accounting & Bookkeeping SaaS | Marketing & Digital Presence | 11-50 | Lee Reams II | Not Contacted | Low |