AlphaTrAI Acquires Anchor Advisory Services
August 22, 2024
San Diego-based AlphaTrAI has acquired Plymouth, Massachusetts-based Anchor Advisory Services, a scheduling and sales management solutions provider for the wealth and asset management industry. The deal will integrate AlphaTrAI's AI-driven technology with Anchor's outsourced internal wholesaling and scheduling capabilities to enhance client experience and drive national growth; terms were not disclosed.
- Buyers
- AlphaTrAI
- Targets
- Anchor Advisory Services
- Industry
- Financial Services
- Location
- Massachusetts, United States
- Transaction Type
- Buyout
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