Moneytree Software Acquires eFinPlan

WealthPlan Partners Acquires EFS Wealth Management Group

September 27, 2024

Financial Services

WealthPlan Partners, a national Registered Investment Adviser based in Omaha, acquired EFS Wealth Management Group, a Sioux City/Sioux Falls-based wealth management firm that manages approximately $360 million in client assets. EFS founder Marc Geels will join WealthPlan as Head of Private Wealth Management to build the firm's ultra-high-net-worth capability as WealthPlan expands its Midwest presence.

Aztec Software Acquires Financial Fitness Group

February 6, 2024

Education

Aztec Software, a NexPhase-backed educational software company, has acquired Financial Fitness Group (FFG) and will combine FFG with its iGrad (Enrich) financial literacy brand. The deal expands iGrad's library with hundreds of FINRA‑reviewed financial content pieces and illustrations, strengthening Aztec's financial wellness and advisor-facing offerings.

Evergreen Financial Technology Group Acquires Infonancial Solutions

October 19, 2023

Software

Evergreen Financial Technology Group (EFTG), a collection of software and service businesses serving credit unions and other financial institutions, has acquired Infonancial Solutions, a Canadian provider of core processing software for credit unions, banks and trusts. Infonancial will continue operating under its current management with former owner Alex Plotkin remaining as an advisor while Tucker Sholtes is appointed CEO as EFTG integrates the business into its fintech portfolio.

BILL Acquires Finmark

November 3, 2022

Cloud & SaaS

BILL (Bill.com) has acquired Finmark, a provider of financial planning and analysis and cash‑flow forecasting software for small and midsize businesses. The acquisition adds FP&A, planning and cash‑flow analytics capabilities to BILL’s financial operations platform to help SMBs and accounting firms gain deeper, real‑time insight into cash flow and forecasting.

Window Acquires Fintech Drift

January 18, 2022

Data & Analytics

Window, an ESG data and risk assessment platform, has acquired Fintech Drift, a publisher focused on how technology is reshaping financial markets. The acquisition will integrate Fintech Drift’s content and audience with Window’s ESG ratings software to expand Window’s content, marketing capabilities, and market footprint among finance professionals.

Morningstar Acquires PlanPlus Global

March 3, 2020

Software

Morningstar, Inc. has agreed to acquire PlanPlus Global, a Toronto-based financial-planning and risk-profiling software provider. The deal (terms undisclosed) is intended to expand Morningstar's financial-planning capabilities and integrate PlanPlus's FinaMetrica Profiler and ProPlanner products into Morningstar's advisor-facing offerings; the transaction was expected to close in the second quarter of 2020.