Wiseradvisor, A Leading Marketplace For Wealth Management Firms, Proudly Announces The Successful Acquisition Of Indyfin And Its Investor Experience Platform
Acquiring Company
WiserAdvisor
Acquired Company
experience
DallasFinancial ServicesOtherFinancial ServicesFinanceFintechLendingDescription
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.
Quick answer
WiserAdvisor is acquiring experience and Indy Financial Technologies, Inc., announced August 2, 2023.
- How much did WiserAdvisor pay for experience?
- The deal value was not disclosed.
- What does WiserAdvisor do?
- WiserAdvisor, headquartered in Fairfax, VA is a leader in digital marketing and investor referral generation services.
Source: Fundz verified event record.
Other recent acquisitions in Financial Services and Financial Services
Deals where the buyer or target shares a sector with this one, within 45 days, from Fundz verified event records.
- Lc Financial Holdings Completes Acquisition Of Bcm Global, Reinforcing Its Position As A Leading Technology-Driven Credit Specialist (September 1, 2023)
- Leading Enterprise Crypto Company Ripple Acquires Fortress Trust (September 8, 2023)
- Priority Technology Holdings, Inc. Completes Acquisition Of Plastiq, Inc. (August 1, 2023)
- Atlantic Union Bankshares Corporation Announces Agreement To Acquire American National Bankshares Inc. (July 25, 2023)
- Reseda Group Acquires Digital Consumer Engagement Leader Channelnet (July 10, 2023)
- Trivest Partners Acquires Abc-Amega (August 15, 2023)
Who to call at WiserAdvisor, and when
When WiserAdvisor changes hands, the new owners review vendors, systems and leadership. That is when the door opens.
- An alert the day WiserAdvisor raises, hires an executive or expands, scored against what you sell
- The decision-makers there, with verified emails
- Who you already know at WiserAdvisor, from your own LinkedIn network
Works inside ChatGPT and Claude. Ask who to call at WiserAdvisor. With Fundz connected, it knows.
AI made execution free. Knowing first is the whole game now.
Fundz sees it the moment WiserAdvisor makes an acquisition, hires an exec or expands, usually minutes after it happens, and tells you who to reach.
Frequently asked
Who acquired experience?
experience was acquired by WiserAdvisor. The deal was reported on August 2, 2023. WiserAdvisor, headquartered in Fairfax, VA is a leader in digital marketing and investor referral generation services. WiserAdvisor is privately held and operates in Financial Services.
When did WiserAdvisor acquire experience?
WiserAdvisor's acquisition of experience was reported on August 2, 2023. Fundz records the date the transaction was first publicly reported, sourced from filings and company announcements.
What does experience do?
experience is the company acquired in this transaction. It is privately held.
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.