Align Wealth Management - Ownership and Business Overview

Financial ServicesCompany

Align Wealth Management Ownership

Who owns Align Wealth Management?

Align Wealth Management is owned by Edelman Financial Engines. It was acquired on October 3, 2023.

Align Wealth Management Business Overview

Where is Align Wealth Management headquartered?

Align Wealth Management is headquartered in Oklahoma, Oklahoma.

What sector is Align Wealth Management in?

Align Wealth Management is a financial services company.

When was Align Wealth Management founded?

Align Wealth Management was founded in 1994.

Financial Services M&A Summary in 2023

Out of 60 sectors in the Mergr database, financial services ranked 12 in number of deals in 2023. The largest financial services acquisition in 2023 was Focus Financial Partners - which was acquired by CD&R for $7.0B.

Join Mergr to view all 136 acquisitions of financial services companies in 2023, including 19 acquisitions by private equity firms, and 117 by strategics.

Align Wealth Management

Align Wealth Management

13921 Quail Pointe Drive,
Oklahoma, Oklahoma 73134
United States,
www.alignmywealth.com

Align Wealth Management provides a wide range of wealth management and financial planning services, including investment management, tax planning, retirement planning and estate planning. Align Wealth Management was founded in 1994 and is based in Oklahoma City.


Company Summary

SECTOR

Financial Services

Established

1994

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Oklahoma Companies , Financial Services Companies , United States Companies , Oklahoma Financial Services Companies , Oklahoma Financial Services with Acquisitions , Oklahoma Financial Services with Divestitures

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