Deals Of The Day: The Latest In Wealth Management M&A – Crisil, McKinsey PriceMetrix

Editorial Staff

25 September 2025

, which provides performance benchmarking and insights for the wealth management industry.

PriceMetrix, based in Toronto, serves wealth management firms in the US and Canada. Its proprietary database covers $8 trillion in assets under management and 30 million investment accounts.

In acquiring the firm, Crisil is adding products such as ValueOne, FeeCheck, CommissionCheck and SignalOne to its business, as well as advisory services, and surveys of the North American wealth management sector.

After the deal goes through, PriceMetrix will be part of Crisil Coalition Greenwich, and its employees will switch to Crisil. McKinsey will continue to use PriceMetrix insights for its client engagements.

Crisil said the acquisition aligns with its strategy to achieve more scale in wealth management and spread benchmarking capabilities to global banks, traditional wealth managers, and registered investment advisors (RIAs).

"With this acquisition, Crisil strengthens its position as a leading provider of benchmarking and analytics across financial services," Amish Mehta, managing director and CEO, Crisil, said. "PriceMetrix's proven expertise in wealth management and its rich data assets perfectly complement our existing offerings.”

Subject to meeting the customary closing conditions, the firms expect to complete the transaction over the coming months.