Veylan Acquires Advisr

Clearlake Capital Acquires Zywave and Advisen to Build InsurTech Platform

November 17, 2020

Cloud & SaaS

Clearlake Capital completed its acquisition of Zywave and also acquired Advisen, combining Zywave's front-office insurance SaaS with Advisen's insurance data and analytics to form a buy-and-build InsurTech platform. Aurora Capital Partners (the prior majority owner of Zywave) is investing alongside Clearlake to support accelerated organic and inorganic growth; the combined company will be led by Zywave CEO Jason Liu. Financial terms were not disclosed.

IRIS Media Works Acquires Advisorpedia

February 1, 2021

Media & Entertainment

IRIS Media Works, LLC has acquired Advisorpedia, a digital media and publishing company serving financial advisors. The merger will consolidate content and distribution under the Advisorpedia brand to accelerate delivery of educational and practice-building content for advisors.

VettaFi Acquires Advisor Perspectives

October 20, 2022

Financial Services

VettaFi has acquired Advisor Perspectives, the leading digital publisher and newsletter platform serving registered investment advisors, wealth managers, and financial planners. The acquisition expands VettaFi’s content, advisor database and distribution capabilities as part of its strategy to grow its data, analytics and digital distribution footprint in the financial-advisor market.

FMG Acquires Vestorly to Boost AI-driven Marketing Capabilities

July 27, 2022

Software

FMG, a San Diego-based SaaS marketing platform for financial advisors and insurance agents, has acquired Vestorly, an AI-driven content curation company headquartered in New York. The acquisition expands FMG’s artificial intelligence capabilities and brings Vestorly’s content management engine and client base into FMG’s all-in-one marketing platform to improve personalization and engagement for financial professionals.

Voiant Acquires Voxeleron

August 2, 2025

AI & Machine Learning

Voiant has acquired Voxeleron, an AI-driven ophthalmic image analysis company, to integrate advanced AI/ML imaging capabilities into its clinical trial imaging platform. The deal combines Voiant’s clinical trial imaging expertise with Voxeleron’s cloud-based image analysis tools to accelerate biomarker development, improve data accuracy, and enhance ophthalmology-focused clinical research services.

InvestCloud Acquires Advicent (NaviPlan)

May 5, 2021

Cloud & SaaS

InvestCloud has acquired Advicent, the provider of the NaviPlan financial planning platform, from Vista Equity Partners. The deal combines Advicent's cash-flow, trust and tax planning engines with InvestCloud's cloud-based digital advisor platform to create an integrated financial planning solution for wealth managers and advisors.