Credent Wealth Management - M&A Summary and Business Overview

Financial ServicesCompany

Credent Wealth Management M&A Summary

Credent Wealth Management has acquired 1 company, including 1 in the last 5 years.

Credent Wealth Management has acquired in 1 US state. The Company’s most targeted sectors include financial services (100%).

Credent Wealth Management Business Overview

Where is Credent Wealth Management headquartered?

Credent Wealth Management is headquartered in Auburn, Indiana.

What sector is Credent Wealth Management in?

Credent Wealth Management is a financial services company.

M&A Summary

  • M&A Total Activity1
    • M&A Buy Activity1
  • Total Sectors Invested 1
  • Total Countries Invested 1

Credent Wealth Management

CX Institutional LLC

200 East 7th Street,
Auburn, Indiana 46706
United States,
(260) 927-1830
www.credentwealth.com

Credent Wealth Management offers commission-free, transparent, and impactful advice through financial planning, investment, and client-centric services. Credent Wealth Management is based in Auburn, Indiana.


M&A Summary

Buy vs Sell

Year ≤ '19 '20 '21 '22 '23 '24 T
Buy (0.2/yr) # - - - - - 1 1
Sell (0.0/yr) # - - - - - - 0
  1

Most Recent M&A

Company Date Value Type
Clarify Wealth Management 2024-10-01 - Add-on Acquisition
Cincinnati, Ohio · www.clarifywealth.com
View All >>

M&A by Sector

Sector Buy # Value Sell # Value
Financial Services 1 (100%) - - -
Total 1 - - -

By Geo

State/Country Buy Value Sell Value
United States 1 - - -
  Ohio 1 - - -
Total 1 - - -

Company Summary

SECTOR

Financial Services

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Related Lists for Credent Wealth Management

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

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