List of Financial Services Companies that have Recently Sold

Name	Sector	Revenue $mlns	M&A Activity			Last 5 Years
Name	Sector	Revenue $mlns	Total	Buy	Sell	Last 5 Years
Global Financial & Insurance Services Acquired Trucordia 2025-12-04 Irving, Texas, United States website	Financial Services	-	-	-	-
Backed Acquired Kraken 2025-12-02 Zug, Switzerland website	Financial Services	-	-	-	-
Burt Wealth Advisors Acquired Creative Planning 2025-12-02 North Bethesda, Maryland, United States website	Financial Services	-	-	-	-
Oanda Acquired FTMO 2025-12-02 New York, New York, United States website	Financial Services	-	2	2	-
Woodside Corporate Services Acquired Anderson Global 2025-12-02 London, United Kingdom website	Financial Services	-	-	-	-
FSA Wealth Management Acquired Allworth Financial 2025-12-02 Needham, Massachusetts, United States website	Financial Services	-	-	-	-
Sterling Financial Acquired Sequoia 2025-12-02 Pasadena, California, United States website	Financial Services	-	-	-	-
American National Bank Acquired Associated Bank 2025-12-01 $604M Omaha, Nebraska, United States website	Financial Services	-	-	-	-
Bank of Houston Acquired South Plains Financial 2025-12-01 $105.9M Houston, Texas, United States website	Financial Services	-	-	-	-
Innovator Capital Management Acquired The Goldman Sachs Group 2025-12-01 $2B Wheaton, Illinois, United States website	Financial Services	-	-	-	-
Purchasing Power Acquired PROG Holdings 2025-12-01 $420M Atlanta, Georgia, United States website	Financial Services	190	1	1	-
Guild Mortgage Acquired Bayview Asset Management 2025-11-28 $1.3B San Diego, California, United States website	Financial Services	1,064	9	9	-
Home Equity Partners Acquired Myriad Group 2025-11-26 Toronto, Ontario, Canada website	Financial Services	-	-	-	-
Alfam Acquired Rabobank, N.A. 2025-11-25 Utrecht, Netherlands website	Financial Services	-	-	-	-
PostCredit Acquired Usio 2025-11-25 Encino, California, United States website	Financial Services	-	-	-	-
Catella Valuation Advisors Acquired Newmark 2025-11-24 Paris, France	Financial Services	-	-	-	-

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