Apex Fintech Solutions Acquires AdvisorArch

Archetape Acquires Pinnacle Realty Advisors and Broker Breakup

July 8, 2021

Real Estate

Dallas-based cloud brokerage Archetape has acquired Pinnacle Realty Advisors and Broker Breakup, expanding its suite of cloud-first real estate brokerage products and growing its agent network. Pinnacle founder Brent Porter will join Archetape as Chief Broker Officer and continue to run Pinnacle as President as the combined platform scales services across Texas and Louisiana.

Avenica Acquires Arch Advisory Group

November 1, 2023

Staffing & HR

Avenica, a Minneapolis-based career-launching platform, has acquired Arch Advisory Group, a boutique executive search and human capital advisory firm with offices in Chicago and New York. The acquisition expands Avenica's capabilities into senior- and executive-level search and integrates Arch Advisory's leadership into Avenica's offerings to better connect high-caliber candidates with employers nationwide.

Broadridge Financial Solutions Acquires AdvisorTarget

May 30, 2024

Data & Analytics

Broadridge Financial Solutions acquired AdvisorTarget to integrate advisor behavioral intent data into its data and analytics suite, enhancing digital marketing and sales targeting for asset managers and wealth firms. The deal expands Broadridge’s capability to pair advisor intent with asset-holding insights to drive more precise distribution and engagement strategies.

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.

Front Porch Communities and Services Acquires ARCH Consultants

October 27, 2025

Professional Services

Front Porch Communities and Services has acquired ARCH (ARCH Consultants) to serve as its in-house development advisory company. ARCH will manage Front Porch's capital projects and continue supporting external clients on senior living, learning and healing environment developments, centralizing development capabilities to maximize impact of Front Porch's capital investments.

Praxis Solutions Acquires WEALTHAWK

September 25, 2025

Financial Services

Praxis Solutions has acquired WEALTHAWK, an AI-driven lead generation platform that identifies "money-in-motion" events to help financial advisors connect with clients at critical life and financial milestones. The acquisition adds WEALTHAWK's database and AI capabilities to Praxis' technology and distribution capabilities to accelerate advisor client acquisition and product capability expansion.