Comprehensive database of acquisition targets across industries
Total Targets
25
Industries
1
High Priority
4
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 | Husein Dharamsi | Not Contacted | Medium | |
| Practifi | Wealth Management Tech | Advisor CRM | ~110 | Glenn Elliott | 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 |