Announced
Completed
Financials
Tags
Acquisition
Friendly
consulting services
Private
Single Bidder
digital wealth management
United States
FinTech
Majority
Completed
Cross Border
Private Equity
Synopsis
Franklin Templeton, an American multinational holding company, completed the acquisition of AdvisorEngine, a digital wealth platform and provider of technology and consulting services. Financial terms were not disclosed. "Our next phase of product development has the potential to change the paradigm of what a wealth management platform can be. We are bringing down the walls between CRM, portfolio management and productivity software. As this happens, advisors will deliver on the promise of ‘personalization-at-scale’ in a way that has not been possible previously," Craig Ramsey, AdvisorEngine COO.
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