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Advicent Solutions

1969 FOUNDED
M&A STATUS
201-300 EMPLOYEES
Debt LATEST DEAL TYPE
5 FINANCING ROUNDS
2 INVESTMENTS
Description

Developer of financial planning software technologies for financial advisors and enterprises in North America. The company offers financial assessment tool with intermediate and advanced cash flow-based planning options for advisors who deal with the high and ultra-high net worth markets.

Formerly Known As
Emerging Information Systems
Ownership Status
Acquired/Merged
Financing Status
Formerly PE-Backed
Primary Industry
Application Software
Primary Office
  • 10700 West Research Drive
  • Suite one
  • Milwaukee, WI 53226
  • United States

+1 (855) 000-0000

Advicent Solutions Valuation and Funding

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

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Advicent Solutions Investments (2)

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
00000 24-Sep-2014 0000000000 Financial Software 0000 0000000000
Profiles 31-Aug-2006 Buyout/LBO Financial Software 0000 000000
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Advicent Solutions Exits (1)

Company Name Exit Date Exit Type Exit Size Status Buyers
00000000 31-Aug-2006 0000000000 Completed
  • 3 buyers
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Advicent Solutions Subsidiaries (1)

Company Name Industry Location Founded
00000 Financial Software Capelle aan den IJssel, Netherlands 0000
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Advicent Solutions Former Investors

Investor Name Investor Type Holding Participating Rounds Investor Since Board Seat Contact Info

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Advicent Solutions Executive Team (8)

Name Title Board
Seat
Contact
Info
Mark Evans Ph.D Co-Founder, Chief Executive Officer & President
Angela Pecoraro Chief Executive Officer
Todd Clauer Chief Financial Officer

5 Former Executives

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Advicent Solutions Board Members (6)

Name Representing Role Since Contact
Info
000000000 00000 Vista Equity Partners Board Member 000 0000

5 Former Board Members

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