These 279 PE backed Financial Services companies in United States are linked to:
| 488 M&A Transactions | 213 PE Investors | 1 Corporate Investors | 109 M&A Advisors |
| 488 M&A Transactions | 213 PE Investors | 1 Corporate Investors | 109 M&A Advisors |
| Name | Sector |
Revenue
$mlns |
M&A Activity | Last 5 Years | ||
|---|---|---|---|---|---|---|
| Total | Buy | Sell | ||||
|
Mercer Advisors
PE Backed Denver, Colorado, United States website |
Financial Services | - | 72 | 71 | 1 |
|
PE Backed Plymouth, Minnesota, United States website |
Financial Services | - | 45 | 45 | - |
|
|
Creative Planning
PE Backed Overland Park, Kansas, United States website |
Financial Services | - | 43 | 43 | - |
|
|
Kroll
PE Backed New York, New York, United States website |
Financial Services | 384 | 21 | 20 | 1 |
|
|
Beacon Pointe
PE Backed Newport Beach, California, United States website |
Financial Services | - | 18 | 18 | - |
|
|
Waverly Advisors
PE Backed Birmingham, Alabama, United States website |
Financial Services | - | 13 | 13 | - |
|
| You’re viewing 16 of 279 companies. Sign up to view all. | ||||||
|
Merit Financial Advisors
PE Backed Alpharetta, Georgia, United States website |
Financial Services | - | 13 | 13 | - |
|
|
Edelman Financial Engines
PE Backed Boston, Massachusetts, United States website |
Financial Services | 311 | 12 | 11 | 1 |
|
|
Stripe
PE Backed South San Francisco, California, United States website |
Financial Services | - | 11 | 11 | - |
|
|
Allworth Financial
PE Backed Sacramento, California, United States website |
Financial Services | - | 8 | 8 | - |
|
|
Cetera
PE Backed San Diego, California, United States website |
Financial Services | - | 8 | 8 | - |
|
|
Steward Partners
PE Backed Washington, District of Columbia, United States website |
Financial Services | - | 7 | 7 | - |
|
|
Accordion Partners
PE Backed New York, New York, United States website |
Financial Services | - | 7 | 7 | - |
|
|
Primeritus Financial Services
PE Backed Nashville, Tennessee, United States website |
Financial Services | - | 7 | 7 | - |
|
|
Osaic
PE Backed Scottsdale, Arizona, United States website |
Financial Services | - | 7 | 7 | - |
|
|
Modern Wealth Management
PE Backed Lanexa, Kansas, United States website |
Financial Services | - | 7 | 7 | - |
|
