Beltz Ianni - Ownership and Business Overview

Financial ServicesCompany

Beltz Ianni Ownership

Who owns Beltz Ianni?

Beltz Ianni is owned by Modern Wealth Management. It was acquired on March 6, 2024.

Beltz Ianni Business Overview

Where is Beltz Ianni headquartered?

Beltz Ianni is headquartered in Rochester, New York.

What sector is Beltz Ianni in?

Beltz Ianni is a financial services company.

When was Beltz Ianni founded?

Beltz Ianni was founded in 2001.

Financial Services M&A Summary in 2024

Out of 60 sectors in the Mergr database, financial services ranked 10 in number of deals in 2024. The largest financial services acquisition in 2024 was Discover Financial Services - which was acquired by Capital One Financial for $35.3B.

Join Mergr to view all 145 acquisitions of financial services companies in 2024, including 9 acquisitions by private equity firms, and 136 by strategics.

Beltz Ianni

Beltz Ianni & Associates

1 Bausch and Lomb Pl, Suite 900,
Rochester, New York 14604
United States,
www.beltz-ianni.com

Beltz Ianni is a corporate retirement planning and individual wealth management firm. Beltz Ianni was founded in 2001 and is based in Rochester, New York.


Company Summary

SECTOR

Financial Services

Established

2001

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