Advanced Sales & Marketing (Annuity Intelligence Business) Overview

  • Status
  • Acquired/​Merged

  • Latest Deal Type
  • M&A

  • Financing Rounds
  • 1

Advanced Sales & Marketing (Annuity Intelligence Business) General Information

Description

Provider of annuity intelligence services. The business unit offers present variable annuity products and web-based service to broker-dealers, insurers and financial professionals.

Contact Information

Ownership Status
Acquired/Merged
Financing Status
Corporate Backed or Acquired
Primary Industry
Other Commercial Services
Other Industries
Other Business Products and Services
Acquirer
Morningstar
Primary Office
  • Oakbrook Terrace, IL
  • United States

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Advanced Sales & Marketing (Annuity Intelligence Business) Valuation & Funding

Deal Type Date Amount Valuation/
EBITDA		 Post-Val Status Debt

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Advanced Sales & Marketing (Annuity Intelligence Business) Former Investors

Investor Name Investor Type Holding Investor Since Participating Rounds Contact Info

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