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Oranj Buys Majority Stake in Portfolio Rebalancing Software Firm TradeWarrior
Thursday 20 April 2017

20 April 2017 - Chicago, US-based digital advice platform Oranj has acquired a majority stake in Utah, US-based portfolio rebalancing software firm TradeWarrior Software to offer rebalancing functionality for financial advisers, the company said.
Terms of the deal were not disclosed.
The company said the rebalancing technology will provide financial advisers a single system to execute trades across multiple custodians.
TradeWarrior's algorithms monitor households and accounts, identify tax-loss harvesting opportunities, provide real-time alerts, and support integrations with other industry software providers and custodians.
Oranj builds software for servicing, collaborating, managing, and connecting, which utilise applications for an interactive human-driven, technology-assisted experience.
Details
Date Published: 20/04/2017
Target: TradeWarrior Software
Country: USA
Sector: Computer Software
Type: Corporate acquisition
Financing:
Status: Closed
Vendor:
Buyer: Oranj
Comment:
Terms of the deal were not disclosed

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