CB Insights on Wealthtech Exits

CB Insights details wealthtech exits from 2012 reporting a total of 29 exits with 28 mergers or acquisitions and one IPO from Yodlee; during the sample timeframe, TradeKing was active in the wealthtech market acquiring Zecco, GAIN Capital Securities, TraderOS and MB Trading before being acquired by Ally Financial; also active in wealthtech deals has been Envestnet who has acquired Yodlee, Wheelhouse Analytics, Finance Logix and Upside.  Source