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INDUSTRY FIRST

Wiseradvisor, A Leading Marketplace For Wealth Management Firms, Proudly Announces The Successful Acquisition Of Indyfin And Its Investor Experience Platform

Aug 02, 2023•about 2 years ago

Acquiring Company

WiserAdvisor

Acquired Company

Indyfin

Financial ServicesLendingFintechFinanceFinancial Services

Description

Today, WiserAdvisor, a leading investor referral generation platform for financial advisors and advisory firms, has announced the acquisition of Indyfin, the Dallas-based fintech company to build on its existing product suite and create a comprehensive growth platform for financial advisors. The acquisition is set to strengthen WiserAdvisor's marketplace position by providing financial advisors with an online software product that helps them gather reviews to earn trust from prospects and acquire clients more effectively.

Company Information

Company

WiserAdvisor

About

WiserAdvisor, headquartered in Fairfax, VA is a leader in digital marketing and investor referral generation services. The company has been in business for over 20 years connecting motivated investors to financial advisors and advisory firms nationwide. It continues to successfully generate qualified investor referrals worth over 15 billion dollars in AUM for its advisor members annually. The turnkey service enables advisors to spend their valuable time focusing on serving their clients rather than spending their time identifying qualified prospects. WiserAdvisor believes in empowering the investor and enabling advisors to grow their practices. To learn more, visit https://www.wiseradvisor.com. Media Contact:Maddie Stockbauermaddie@therosegrp.com SOURCE WiserAdvisor

Company News

(2 articles)

Wed, 02 Aug 2023 07:00:00 GMT

WiserAdvisor, a leading marketplace for wealth management firms, proudly announces the successful acquisition of Indyfin and its investor experience platform - PR Newswire

Wed, 07 Aug 2024 12:00:51 GMT

Rishi Bharathan WiserAdvisor - financial-planning.com

FundzWatch™ Score

High M&A Activity

M&A Insights

Based on deal data

Integration timeline

70% of M&A integrations take 12-24 months to complete

Tech stack consolidation

83% of merged companies consolidate technology vendors within first year

Post-acquisition investment

Companies increase IT spending by 23% on average after acquisitions

Success factor

M&A deals with strong technology integration plans are 2.5x more likely to succeed