Announced
Completed
Financials
Tags
Asset Managers and Custodians
Private Equity
Majority
United States
Domestic
wealth management
Completed
Private
financial services
Acquisition
Friendly
Single Bidder
Synopsis
Advisor360, an integrated technology platform, completed the acquisition of wealth management technology assets of Agrement Express, a technology solutions provider, from Frontier Growth, a private equity firm. Financial terms were not disclosed. “Advisor360° gives wealth managers technology solutions that transform the way they connect with clients, which is why this transaction was a perfect fit. 2022 was a year of strong organic growth for Advisor360°. With our first acquisition completed, we’re not slowing down: the Agreement Express transaction meaningfully accelerates our ability to offer expanded choice and connectivity on our platform and we’ll continue to raise the bar in 2023 and beyond,” Rich Napolitano, Advisor360 Chief Executive Officer.
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