Adam Financial Associates - Ownership and Business Overview

Financial ServicesCompany

Adam Financial Associates Ownership

Who owns Adam Financial Associates?

Adam Financial Associates is owned by Mercer Advisors. It was acquired on December 3, 2019.

Adam Financial Associates Business Overview

Where is Adam Financial Associates headquartered?

Adam Financial Associates is headquartered in Boca Raton, Florida.

What sector is Adam Financial Associates in?

Adam Financial Associates is a financial services company.

When was Adam Financial Associates founded?

Adam Financial Associates was founded in 1995.

Financial Services M&A Summary in 2019

Out of 60 sectors in the Mergr database, financial services ranked 10 in number of deals in 2019. The largest financial services acquisition in 2019 was Worldpay - which was acquired by Fidelity National Information Services for $43.0B.

Join Mergr to view all 213 acquisitions of financial services companies in 2019, including 22 acquisitions by private equity firms, and 191 by strategics.

Acquired by Mercer Advisors, Inc. (Company) on 2019-12-03

Adam Financial Associates, Inc. (AFA)

2500 N. Military Trail, Suite 306,
Boca Raton, Florida 33431
United States,
(561) 417-0001
www.adamfinl.com

Adam Financial Associates, Inc. provides customized, on-target financial planning and wealth management services to individuals wanting to build a better and more secure financial future. Adam Financial Associates, Inc. was founded in 1995 and is based in Boca Raton, Florida.

Company Summary

SECTOR

Financial Services

Established

1995

Investor History
2019-12-03
Add-on Acquisition

Mercer Advisors

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