TMX Group Acquires Verity from Resurgens Technology Partners

Simplicity Group Holdings Acquires Verity Asset Management

July 16, 2025

Financial Services

Simplicity Group Holdings has acquired Verity Asset Management, a Durham, North Carolina-based registered investment adviser founded in 1996. Verity's leadership team will join Simplicity as partners as the firm integrates Verity's wealth management and 403(b) practice to expand Simplicity's client base and service offerings.

Chatham Financial Acquires Verumex (VmX)

October 2, 2024

Data & Analytics

Chatham Financial has acquired Verumex (VmX), a commercial real estate (CRE) data platform founded in 2018, integrating VmX's data platform and services into Chatham's debt, derivatives advisory and software offering. The acquisition aims to consolidate CRE data, improve data quality and decision-making for CRE investors and asset managers by combining Chatham's advisory and risk-management technology with VmX's proprietary data platform and validation services.

Oliver Wyman to Acquire Veritas Total Solutions

June 17, 2024

Energy

Oliver Wyman, a business of Marsh McLennan, has entered into an agreement to acquire Veritas Total Solutions, a commodity trading advisory firm specializing in risk, systems, analytics, and AI. The deal — expected to close in Q3 2024 — will bring Veritas' Houston-based team into Oliver Wyman to expand the firm's commodity trading advisory and trading-optimization capabilities.

Veeva Systems Acquires Veracity Logic

December 13, 2021

Cloud & SaaS

Veeva Systems acquired Veracity Logic, a provider of cloud software for randomization and trial supply management (RTSM), adding RTSM capabilities to Veeva's end-to-end clinical suite. The Veracity Logic team will join Veeva to operate the product as Veeva RTSM and continue supporting existing customers and integrations with EDC systems.

First Trust Capital Partners Acquires Direct Indexing Firm Veriti Management LLC

July 6, 2022

Financial Services

First Trust Capital Partners, an affiliate of First Trust, signed a definitive agreement to acquire Veriti Management LLC, a direct indexing asset management and fintech firm. The acquisition, expected to close July 31, 2022, adds direct indexing capabilities to First Trust's advisor- and institution-facing product suite to enable greater portfolio customization, tax efficiency and personalization for clients.

TMX VettaFi Acquires iNDEX Research

October 16, 2024

Financial Services

TMX VettaFi, a subsidiary of TMX Group, has acquired iNDEX Research and Development, an index provider that designs, calculates, and manages equity and fixed income indexes. The deal expands TMX VettaFi's indexing capabilities and presence in European time zones, adding iNDEX's team and ~$10 billion in linked assets to its offerings.