InvestCloud Acquires Advicent (NaviPlan)
May 5, 2021
InvestCloud has acquired Advicent, the provider of the NaviPlan financial planning platform, from Vista Equity Partners. The deal combines Advicent's cash-flow, trust and tax planning engines with InvestCloud's cloud-based digital advisor platform to create an integrated financial planning solution for wealth managers and advisors.
- Buyers
- InvestCloud
- Targets
- Advicent
- Sellers
- Vista Equity Partners
- Industry
- Cloud & SaaS
- Location
- Wisconsin, United States
- Transaction Type
- Buyout
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