Broadridge Acquires AdvisorStream
June 9, 2021
Broadridge Financial Solutions acquired AdvisorStream, a digital engagement and marketing platform for wealth and insurance advisors, to expand its wealth management capabilities and enhance advisor client communications. The acquisition integrates AdvisorStream’s marketing automation, licensed content, and compliance features into Broadridge’s data and technology platforms; Alantra served as AdvisorStream’s financial advisor on the deal.
- Buyers
- Broadridge Financial Solutions, Inc.
- Targets
- AdvisorStream
- Industry
- Marketing & Advertising
- Location
- Ontario, Canada
- Transaction Type
- Buyout
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