Announced
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.
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