SSB Acquires Affinaquest

Kindsight Acquires Affinaquest

July 24, 2025

Cloud & SaaS

Kindsight, a fundraising intelligence and donor data software provider, has acquired Affinaquest, a Salesforce-native advancement CRM and athletics data solutions provider. The deal combines Kindsight's fundraising intelligence platform with Affinaquest's advancement CRM and analytics to expand capabilities for higher education, healthcare, nonprofits, and athletics clients.

SSB Acquires ALUMiNate

July 20, 2021

Data & Analytics

SSB, a Strattam Capital–backed data management and analytics company serving higher education and nonprofit organizations, has acquired ALUMiNate, a provider of data enrichment and analytics tools for fundraising. The deal brings ALUMiNate's MATCH'd data-append service and SCORE'd analytics into SSB's product suite to deepen constituent profiles and improve fundraising outcomes; all ALUMiNate team members will join SSB and co-founder Robert Fealy will join SSB's board.

SSB Acquires HEPdata

September 9, 2019

Data & Analytics

SSB has acquired HEPdata, a leading matching-gift and employment data platform for higher education and nonprofit fundraising, and will retain the HEPdata brand while integrating its team and data into SSB’s analytics and CRM products. The deal expands SSB’s fundraising product suite and was financed with a Comerica credit line and additional equity from SSB majority owner Strattam Capital.

Sequoia Financial Group Acquires Affinia Financial Group

August 14, 2023

Financial Services

Sequoia Financial Group, an Akron, Ohio–based SEC-registered wealth manager with nearly $16 billion in AUM, has agreed to acquire Affinia Financial Group, a Burlington, Massachusetts wealth manager that specializes in special needs financial planning and manages about $418 million in AUM. The transaction is expected to close in August 2023; financial terms were not disclosed. Sequoia said the acquisition will expand its specialized planning capabilities and give Affinia clients access to broader investment opportunities and Sequoia's platform and resources.

UFS Acquires Quest Analytics

June 11, 2025

Cloud & SaaS

UFS, the technology outfitter for community banks, has acquired Quest Analytics, a Pittsburgh-based customer engagement and CRM platform built for financial institutions. The deal expands UFS's banking technology suite by integrating Quest Analytics’ modular customer success tools with UFS’s core banking, private cloud and managed services to provide a single partner for community banks.

Infogain Acquires Salesforce Consulting Firm Impaqtive

July 22, 2024

IT Services

Infogain has acquired Impaqtive, a Summit-level Salesforce consulting firm based in Bridgewater, New Jersey, to strengthen its Salesforce multi-cloud and platform capabilities. The deal expands Infogain's CX engineering and platform engineering offerings with Impaqtive's certified Salesforce talent, accelerators and vertical expertise across retail, hospitality and technology.