YCharts Inc. × Informa plc
Investment research software company YCharts acquired Zephyr from the British firm Informa plc. [83, 85] The financial terms of the transaction were not disclosed. [85, 110] The deal brings Zephyr's extensive database of separately managed account (SMA) products onto the YCharts platform, pairing it with YCharts' recently launched AI assistant for advisors. [83]
The asset
The investment analytics company Zephyr, including its PSN database covering over 21,000 separately managed account (SMA) products.
- 21k SMA products in database
The record
- Seller status
- Going concern
- Sector
- Business intelligence and publishing
- Modalities
- text, financial_data
- Jurisdiction
- US
What it means if you hold data
The acquisition enriches a major advisor research platform with a deep, proprietary dataset on SMAs, enabling more powerful AI-driven analytics and manager research workflows. [83, 111] It reflects a strategy of combining proprietary data with new AI tools to create a more comprehensive and defensible platform for financial professionals. [111]
Sources
- saasrise.com — https://www.saasrise.com/deals/ycharts-acquires-informas-zephyr-to-bolster-sma-analytics-for-advisors-f32116a9-de73-4814-8ffb-3969db0f5c63
- investmentnews.com — https://www.investmentnews.com/transformation/y-charts-acquires-informas-zephyr-to-bolster-sma-analytics-for-advisors/267431
- marketscreener.com — https://www.marketscreener.com/news/ycharts-inc-acquired-zephyr-from-informa-plc-ce7859ddda8af723