J.P. Morgan Acquires OpenInvest

JPMorgan Chase Acquires WealthOS

January 24, 2026

Financial Services

JPMorgan Chase has acquired UK-based pensions technology platform WealthOS, a deal confirmed by investor nVentures. The acquisition brings WealthOS's UK and Sri Lanka-based employees into JPMorgan as the bank expands its capabilities in pensions, retirement planning and wealth management technology.

Wealthspire Advisors Acquires Private Ocean

November 22, 2021

Financial Services

Wealthspire Advisors, an NFP company and independent registered investment adviser, signed a definitive agreement to acquire Private Ocean, LLC, a fiduciary wealth management firm with $2.7 billion in assets under management based in San Rafael, California (with offices in San Francisco and Seattle). The deal, which is expected to close in Q4 2021, expands Wealthspire's West Coast presence and contributes to its growing national RIA platform.

Envestnet Acquires Harvest Savings & Wealth Technologies

April 8, 2021

Payments & Fintech

Envestnet has acquired Harvest Savings & Wealth Technologies, a fintech provider of automated, goals-based savings and wealth tools for banks, credit unions, trust companies and other financial institutions. The acquisition expands Envestnet’s embedded finance and financial wellness capabilities by integrating Harvest’s micro-savings, digital account opening, and signals technology into Envestnet’s unified platform; terms were not disclosed.

Investcorp Acquires Investis Digital

March 30, 2021

Marketing & Advertising

Investcorp has completed the acquisition of Investis Digital from ECI Partners and a group of minority investors. Investis Digital, headquartered in London with over 500 employees across nine offices, will continue to be led by its management team which rolled a meaningful stake; Investcorp intends to support growth through M&A, product diversification and cross-selling.

SS&C Technologies Acquires Innovest Systems

May 18, 2020

Cloud & SaaS

SS&C Technologies Holdings, Inc. completed the acquisition of Innovest Systems, a provider of web-based trust accounting, payments and unique asset servicing technology. The deal adds Innovest's InnoTrust product suite and more than 150 employees across New York, California and Texas, broadening SS&C's wealth management technology and managed-services capabilities.

Vanguard Acquires Just Invest to Add Direct Indexing Capabilities

July 13, 2021

Financial Services

Vanguard has entered into an agreement to acquire Just Invest, a tech-driven direct indexing and wealth-management platform that had surpassed $1 billion in assets under management. The acquisition brings Just Invest's customizable direct indexing technology (Kaleidoscope) and team into Vanguard to expand its advisor-facing capabilities and offer tax-managed, personalized portfolios to financial intermediaries and advisors.