Wellsfargo — advisor record

FIRM RECORD

Wellsfargo.

6 deals in the register, newest first — each row labelled with the firm's role.

Aquiline Capital Partners / Flourish SELL SIDE2026-09-02

Cash management, annuities, and home-lending software platform built exclusively for independent registered investment advisors, enabling th

Socure / Fravity INVESTED2026-08-27

Agentic AI platform automating KYC, KYB, AML, sanctions screening, and fraud investigation workflows for financial services compliance and f

Genstar Capital; Stone Point Capital / Ascensus SELL SIDE2026-08-25

Retirement plan recordkeeping, third-party administration, and 529/ABLE savings program technology and services platform serving financial a

Thoma Bravo / Accelerant Holdings BUY SIDE2026-08-13

Data-driven risk exchange platform connecting specialty insurance underwriters (MGAs) with risk capital partners including insurers, reinsur

Francisco Partners / Moneris Solutions Corporation BUY SIDE2026-08-11

Payment processing and commerce technology platform providing in-store POS terminals, mobile payments, ecommerce checkout, gateway/API servi

KKR / OSTTRA INVESTED2026-02-01

Post-trade software firm valued at $3.1 billion.

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