Announced
Completed
Financials
Tags
United States
Software
Acquisition
Private
Friendly
software-as-a-service
Majority
Single Bidder
Domestic
Completed
Synopsis
AssetMark Financial Holdings, a holding company, completed the acquisition of Voyant, global provider of SaaS-based financial planning and client digital engagement solutions, for $145m. “We are proud to welcome Voyant to the AssetMark family. The acquisition of Voyant is a meaningful step forward in advancing our ability to help investors achieve financial wellness and will create significant value for our advisors and our shareholders. Voyant’s innovative financial planning technology will allow advisors worldwide to deepen their relationships with clients while also strengthening the broader AssetMark platform in the United States. Furthermore, we believe the deal will deliver financial benefits and long-term earnings diversification, as well as a runway for future growth,” Natalie Wolfsen, AssetMark CEO.
Search a database of more than 250,000 verified dealmakers
Receive automated updates on global transactions
Follow the activity, relationships and transactions of top dealmakers
© COPYRIGHT 2024 MERGERLINKS LIMITED.
ALL RIGHTS RESERVED.
15 BONHILL STREET, LONDON, EC2A 4DN, UNITED KINGDOM.