Announced
Completed
Financials
Tags
Domestic
wealth management platform
Friendly
Majority
Single Bidder
Canada
Private
Completed
Financial Data and Systems
Acquisition
Synopsis
Purpose Advisor Solutions, a provider of practice management technology for financial advisory businesses, completed the acquisition of Wealthsimple for Advisors, a wealth management platform for financial planners, investment advisors, portfolio managers and dealers. Financial terms were not disclosed. “We are excited to continue to help advisors innovate and provide industry-defining experiences for their clients. We have a number of initiatives in progress that will continue to show our combined team’s commitment to helping advisors and PMs differentiate themselves and succeed. We firmly believe in truly integrated tech capabilities that provide full and seamless advisor-client experiences,” J-F Courville, PAS Managing Partner.
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