Deal Snapshot
InvestCloud Acquires Advicent and the NaviPlan Platform
Monday 17 May 2021

US-based financial digital solutions provider InvestCloud has acquired cash flow, trust and tax financial planning provider Advicent, the company said.

Advicent, a Vista Equity Partners portfolio company, provides financial planning technology for over 140,000 financial professionals across nearly 3,000 firms worldwide. Through its NaviPlan platform, Advicent creates scalable financial planning software through APIs as well as cash flow and goal-based planning engines.

Date Published: 17/05/2021