Vanguard / Just Invest 2021

Vanguard acquired Just Invest on July 13, 2021.

Target

Just Invest

Acquirer

Vanguard

Deal type

Undisclosed

Announced

July 13, 2021

Sub-sector

Wealthtech

Vanguard's first acquisition in its history adds tax-managed direct indexing platform Kaleidoscope to extend Personal Advisor Services for advisors.

Deal value

—

Target revenue

—

Target EBITDA

—

EV / Revenue

—

EV / EBITDA

—

Announcement

July 13, 2021

Close date

August 31, 2021

Acquirer

Vanguard (Strategic)

Target HQ

United States

Deal type

Undisclosed

Sub-sector

Wealthtech

Source: corporate.vanguard.com