Tech Company M&A Transactions
HelloWallet Acquisition
Headquartered in Washington, HelloWallet was acquired by Morningstar. The transaction price was $52.5 million.
Transaction Overview
Company Name
Acquired By
Announced On
5/30/2014
Transaction Type
M&A
Amount
$52,500,000
M&A Terms
When the transaction is completed in the coming days, Morningstar will pay $39.0 million because it currently has a minority stake in the company valued at $13.5 million.
Company Information
Company Status
Acquired or Merged
Industry
FinTech
Mailing Address
2121 Ward Court NW 3
Washington, DC 20037
USA
Washington, DC 20037
USA
Phone
Website
Email Address
Overview
HelloWallet is the most powerful online, independent financial guidance service in the United States. We provide our members with customized financial plans, 24/7 personal money management and monitoring, and an individualized bank shopper service that searches more than 50,000 different financial products for better prices.
Profile
Social Media
Company News
Facebook
YouTube
Management Team
Title
Name
Email & Social
Chief Executive Officer
Matt Fellowes
Chief Financial Officer
Aron Benway
Chief Marketing Officer
Rob Pinkerton
Chief Technical Officer
Mitch Shue
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