Gather Financial Planning - Ownership and Business Overview

Financial ServicesCompany

Gather Financial Planning Ownership

Who owns Gather Financial Planning?

Gather Financial Planning is owned by EP Wealth Advisors. It was acquired on November 4, 2024.

Gather Financial Planning Business Overview

Where is Gather Financial Planning headquartered?

Gather Financial Planning is headquartered in Falmouth, Maine.

What sector is Gather Financial Planning in?

Gather Financial Planning is a financial services company.

When was Gather Financial Planning founded?

Gather Financial Planning was founded in 2013.

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 137 acquisitions of financial services companies in 2024, including 8 acquisitions by private equity firms, and 129 by strategics.

Gather Financial Planning

Gather Financial Planning

19 Northbrook Drive,
Falmouth, Maine 04105
United States,
www.gatherfinancialplanning.com

Gather Financial Planning specializes in personalized financial advisory services, focusing on retirement planning, investment management, and comprehensive financial goal-setting. Gather Financial Planning is based in Falmouth, Maine.


Company Summary

SECTOR

Financial Services

Established

2013

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

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