Fundz

Milliman acquires MorVest Capital for MSR expertise

PRIVATEDec 08, 2025

Acquiring Company

Milliman's retirement administration business

Acquired Company

MorVest Capital

SeattleDallasInformation TechnologyConsultingFinancial ServicesFinanceLendingAnalyticsRisk Management

Description

Milliman, Inc. has announced the acquisition of MorVest Capital, enhancing its capabilities in mortgage servicing rights services. This strategic acquisition combines Milliman's analytic strengths with MorVest's specialized MSR analytics and advisory services. Together, they aim to deliver improved risk management solutions for the mortgage industry.

Quick answer

Milliman's retirement administration business is acquiring MorVest Capital, announced December 8, 2025. Milliman's retirement administration business is based in Seattle, Washington, United States.

How much did Milliman's retirement administration business pay for MorVest Capital?
The deal value was not disclosed.
What does Milliman's retirement administration business do?
Milliman's retirement administration business specializes in retirement plan and benefits administration.
Where are Milliman's retirement administration business and MorVest Capital based?
Milliman's retirement administration business is based in Seattle, Washington, United States. MorVest Capital is based in Dallas, Texas, United States.
Who are the decision-makers at Milliman's retirement administration business?
Fundz holds 1 contact at Milliman's retirement administration business. Names and contact details are shown to Fundz members.

Source: Fundz verified event record.

Other recent acquisitions in Consulting and Financial Services

Deals where the buyer or target shares a sector with this one, within 45 days, from Fundz verified event records.

Who to call at Milliman's retirement administration business, and when

When Milliman's retirement administration business changes hands, the new owners review vendors, systems and leadership. That is when the door opens.

  • An alert the day Milliman's retirement administration business raises, hires an executive or expands, scored against what you sell
  • The decision-makers there, with verified emails
  • Who you already know at Milliman's retirement administration business, from your own LinkedIn network

Works inside ChatGPT and Claude. Ask who to call at Milliman's retirement administration business. With Fundz connected, it knows.

Watch Fundz in
See plan options
Trusted byOracleSnowflakeCloudflareLinkedInGoogleSalesforce 4.8/5 on G2

Company Information

Company

Milliman's retirement administration business

Location

Seattle, Washington, United States

About

Milliman's retirement administration business specializes in retirement plan and benefits administration. The company offers expertise in defined benefit and defined contribution plans, serving a significant number of participants and client assets.

AI made execution free. Knowing first is the whole game now.

Fundz sees it the moment Milliman's retirement administration business makes an acquisition, hires an exec or expands, usually minutes after it happens, and tells you who to reach.

Related People

Dermot
Likely contact at this company
••••••••@••••••••

See Dermot's verified email →

Create an account to reveal verified emails
Predictive Intelligence
Strategic

ML-powered predictions for Milliman's retirement administration business's next move

Learn about Strategic plan

Frequently asked

Who acquired MorVest Capital?

MorVest Capital was acquired by Milliman's retirement administration business, based in Seattle. The deal was reported on December 8, 2025. Milliman's retirement administration business specializes in retirement plan and benefits administration. Milliman's retirement administration business is privately held and operates in Information Technology.

When did Milliman's retirement administration business acquire MorVest Capital?

Milliman's retirement administration business's acquisition of MorVest Capital was reported on December 8, 2025. Milliman, Inc. has announced the acquisition of MorVest Capital, enhancing its capabilities in mortgage servicing rights services. Fundz records the date the transaction was first publicly reported, sourced from filings and company announcements.

What does MorVest Capital do?

MorVest Capital specializes in mortgage servicing rights analytics, valuation, and risk management. Founded in 2013, it provides advisory services to mortgage lenders, servicers, and investors across the U.S. It is privately held, operating in Financial Services, and is based in Dallas.

This company was part of an acquisition. Fundz tracks who bought whom, and who to call on both sides.

145 of these a day, filtered to the companies you pick, with the decision-maker attached.

5 screens from a live account. No signup.

Fundz is a real-time business intelligence platform powered by agentic AI that proactively delivers personalized daily signals, including funding rounds, executive changes, M&A activity, 13F institutional filings, SEC 8-K events, investor activity, and website modifications, based on each user's watchlist and ICP. A trusted data source at firms such as BlackRock, Oracle, Kleiner Perkins, LinkedIn, HubSpot, and Cloudflare, Fundz democratizes the institutional-grade intelligence that previously required a PitchBook or Bloomberg terminal. Features include Daily Briefing for AI-powered daily briefings, and unified cross-signal alerts across 281,000+ organizations. Developers and data teams can access these signals programmatically via the Fundz Funding Data API, with transparent published pricing.