Which advisor technology companies are owned or backed by private equity and growth equity firms: majority or minority, and since when. Worth knowing before you sign a multi-year contract: owners change, and so do prices and roadmaps. Every ownership link goes to its source, a press release or trade report.
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| Firm | Companies | AdvisorTech it has a stake in |
|---|---|---|
| Bain Capital | 3 |
|
| Genstar Capital | 3 | |
| GTCR | 3 |
|
| Clearlake Capital | 2 |
|
| K1 Investment Management 1 sold | 2 | |
| Sixth Street | 2 | |
| TA Associates | 2 | |
| Blue Owl Capital | 1 | |
| Frontier Growth | 1 | |
| FTV Capital 1 sold | 1 | |
| Goldman Sachs Alternatives (Growth Equity) | 1 | |
| Hg | 1 | |
| LLR Partners | 1 | |
| Motive Partners | 1 |
|
| Vitruvian Partners | 1 | |
| WestCap | 1 |
Firms that have sold their stake in an AdvisorTech company, most recent first.
Ownership changes often, and many deals don't disclose terms; “majority” or “minority” is shown only where the source says. Growth equity rounds (a minority stake) are included and labeled. Companies owned through another (Redtail through Orion, NaviPlan through InvestCloud) are listed with the same owners. See something missing or out of date? Email joe@advisortechbook.com with a source.