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Deals Of The Day: The Latest In Wealth Management M&A - CAPTRUST, Lakeside, Others
Tom Burroughes
11 June 2020
, a financial services software firm based in Australia and the US. The size of the stake wasn’t disclosed. Established in 2017, with offices in three countries, the company is managed by a diverse team of tech professionals.
Creativemass aims to use the latest technologies to provides wealth management solutions via its products. The firm's WealthConnect offering operates via Salesforce, the heavyweight client relationship management platform.
“I believe Creativemass and WeathConnect will change the landscape of our industry,” John Langston, managing director of Republic Capital Group, said.
Michael Rouse, founder and managing director of Creativemass, said: “The investment from Republic Capital Group represents an important strategic partnership as the company expands into the US market.”