Transaction · Wealthtech · 2021

Abrdn / Interactive Investor 2021

Abrdn acquired Interactive Investor for $1.9B on December 2, 2021.

Target: Interactive Investor
Acquirer: Abrdn
Deal value: $1.9B
Announced: December 2, 2021
Sub-sector: Wealthtech

Transaction overview

Abrdn announced the acquisition of Interactive Investor on December 2, 2021 for $1.9B.

Strategic rationale

Abrdn expands direct investing market share to challenge D2C platforms; Interactive Investor's 400k customers and £55bn AUA strengthen Abrdn's personal wealth vector.

Deal terms & multiples

Deal value: $1.9B
Target revenue: Not disclosed
Target EBITDA: Not disclosed
EV / Revenue: Not disclosed
EV / EBITDA: Not disclosed
Announcement: December 2, 2021
Acquirer: Abrdn (Strategic)
Sub-sector: Wealthtech

Sources

portfolio-adviser.com /abrdn-inks-1-5bn-deal-to-acquire-interactive-investor/

Comparable transactions in Wealthtech

Primary	Event type	Counterparty	Value	Sub-sector	Date
SLIB	Transaction	Objectway		Wealthtech	July 27, 2026
Lovell Insurance Group	Transaction	Creative Planning		Wealthtech	July 14, 2026
Venturi Private Wealth	Transaction	Caprock		Wealthtech	July 14, 2026
MoneyGeek	Transaction	Madrivo		Wealthtech	July 14, 2026
Pinnacle Wealth Management	Transaction	Carson Group	$236M	Wealthtech	July 9, 2026
Resource Financial Group Assets	Transaction	Choreo		Wealthtech	July 8, 2026