Family Wealth Alliance - Ownership and Business Overview

Financial ServicesCompany

Family Wealth Alliance Ownership

Who owns Family Wealth Alliance?

Family Wealth Alliance is owned by The Charles Schwab. It was acquired on January 24, 2023.

Family Wealth Alliance Business Overview

Where is Family Wealth Alliance headquartered?

Family Wealth Alliance is headquartered in Chicago, Illinois.

What sector is Family Wealth Alliance in?

Family Wealth Alliance is a financial services company.

When was Family Wealth Alliance founded?

Family Wealth Alliance was founded in 2003.

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.

Family Wealth Alliance

Family Wealth Alliance LLC

333 North Michigan Avenue, 32nd Floor,
Chicago, Illinois 60601
United States,
(312) 248-8820
www.familywealthalliance.com

Family Wealth Alliance is a community and provider of resources to family wealth firms serving ultra-high net worth clients. Family Wealth Alliance was founded in 2003 and is based in Chicago, Illinois.


Company Summary

SECTOR

Financial Services

Established

2003

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