Operating Company Financial Services

VettaFi

New York City, New York, United States

VettaFi is an index provider and financial data/analytics and distribution platform for the asset management industry, supporting index/benchmark solutions and bringing ETF-related investment products to market.

Focus Areas
Index provider, Index platform, Financial data & analytics
Website
vettafi.com

Tracked deals

5

5 tracked deals across 2022-2026.

Recent pace

1

1 tracked deal announced in the last 12 months.

Deal mix

Buyout

5 buyout

VettaFi Acquisition Volume by Year

Last 4 years

Acquisition volume by year Annual acquisition counts for the last 4 years for VettaFi. 1 2022 2 2023 1 2024 ~1 est. 1 2026
Actual Full-year estimate

Supporting Data

Recent Transactions

  • Buyer
    VettaFi
    Target
    RAFI Indices
    Seller
    Research Affiliates
    Type
    Buyout

    VettaFi announced it has signed a definitive agreement to acquire RAFI Indices, a fundamental indexing pioneer. The deal combines RAFI’s research and intellectual property with VettaFi’s Index Factory technology and distribution network to expand its smart beta/index solutions suite.

  • Buyer
    TMX VettaFi
    Target
    iNDEX Research and Development
    Location
    Tel Aviv District, Israel
    Type
    Buyout

    TMX VettaFi, a subsidiary of TMX Group, has acquired iNDEX Research and Development, an index provider that designs, calculates, and manages equity and fixed income indexes. The deal expands TMX VettaFi's indexing capabilities and presence in European time zones, adding iNDEX's team and ~$10 billion in linked assets to its offerings.

  • September 11, 2023
    Buyer
    VettaFi
    Target
    EQM Indexes
    Type
    Buyout

    VettaFi has acquired EQM Indexes, a boutique provider of custom thematic index solutions for the ETF industry. The purchase expands VettaFi’s indexing capabilities and adds EQM’s quantitative, research-driven index design team and thematic index offerings to VettaFi’s suite of index, data and distribution services.

  • Buyer
    VettaFi
    Target
    ROBO Global (index suite)
    Seller
    ROBO Global
    Type
    Buyout

    VettaFi has acquired the ROBO Global index suite, bringing the ROBO Global Robotics & Automation, Artificial Intelligence, and Healthcare Technology indexes into VettaFi's offerings. The acquisition expands VettaFi's thematic indexing capabilities and boosts the total assets tracking VettaFi indexes to more than $17 billion.

  • Buyer
    VettaFi
    Target
    Advisor Perspectives
    Type
    Buyout

    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.

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