IRIS Media Works Acquires Advisorpedia

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.

Broadridge Acquires AdvisorStream

June 9, 2021

Marketing & Advertising

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.

Veylan Acquires Advisr

September 24, 2025

Media & Entertainment

Veylan, an AI-native operating system for advertising, has acquired Advisr, a sales operating platform used by local media organizations. The acquisition brings Advisr's media sales expertise and customer footprint into Veylan, with Advisr CEO Quique Nagle appointed Chief Operating Officer of the combined company to lead operations and integration.

WiserAdvisor Acquires Indyfin

August 2, 2023

Wealth Management

WiserAdvisor, a Fairfax-based investor referral and marketplace platform, has acquired Indyfin, a Dallas-based investor experience fintech that helps financial advisors collect client feedback, reviews, and ratings. The acquisition will integrate Indyfin’s review and client-feedback capabilities into WiserAdvisor’s marketplace to expand advisor growth tools and improve online credibility and client acquisition.

OneDigital Acquires Resources Investment Advisors

February 4, 2020

Financial Services

OneDigital has acquired Resources Investment Advisors, LLC, an Overland Park, Kansas-based SEC-registered retirement plan and investment advisory firm founded in 1987. The deal expands OneDigital's capabilities by integrating retirement plan consulting and wealth management with its healthcare benefits offering to deliver a holistic employee wellbeing solution.

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.