Heron Wealth - Ownership and Business Overview

Financial ServicesCompany

Heron Wealth Ownership

Who owns Heron Wealth?

Heron Wealth is owned by Wealthspire Advisors. It was acquired on March 23, 2023.

Heron Wealth Business Overview

Where is Heron Wealth headquartered?

Heron Wealth is headquartered in New York, New York.

What sector is Heron Wealth in?

Heron Wealth is a financial services company.

When was Heron Wealth founded?

Heron Wealth was founded in 1996.

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 131 acquisitions of financial services companies in 2023, including 18 acquisitions by private equity firms, and 113 by strategics.

Heron Wealth

Heron Financial Group LLC

12 East 49th Street, 18th Floor,
New York, New York 10017
United States,
www.heronwealth.com

Heron Wealth is a wealth advisory firm providing financial planning, investment advice, and tax planning & estate planning services to clients. Heron Wealth was founded in 1996 and is based in New York City.


Company Summary

SECTOR

Financial Services

Established

1996

 Subscribe to unlock this and 206,067
investor and company profiles

Sign-up today to get full access

  • check  Unlimited Searches
  • check  Unlimited Profile Views
  • check  Build and Export Lists of
    • PE Backed Companies
    • Direct Investors & Acquirers
    • Advisors
    • Deals
    • & More
1 Week Free Trial Learn More

What's Mergr?

We built Mergr to save people the arduous and time-consuming process of tracking when companies are bought, sold, and who currently owns them.

Every day, new opportunities emerge around M&A and we help professionals of all types comb through transactions, investors, and corporate acquirers via an easy-to-use web database that is accessible to anyone.

Try us for 1 week free today!

Mergr, the Easiest-to-Use PE and M&A DB

Key Benefits

  • Stay informed on events in your industry
  • M&A research that takes seconds (not all afternoon)
  • Better understand your customers and prospects
  • Discover active buyers (or sellers)
Search
  • 4.6K Private Equity Firms
  • 198K M&A Transactions
  • 201K Companies Involved in M&A
    (Buyer, Seller, or Target)
  • 3.6K M&A Advisors
    (Investment Banks and Law Firms)
  • 79K M&A Contacts
    (PE and M&A Advisors)

Ready to try?

Join FREE for 1 Week

No obligation. Cancel anytime.

Related Lists for Heron Wealth

New York Companies , Financial Services Companies , United States Companies , New York Financial Services Companies , New York Financial Services with Acquisitions , New York Financial Services with Divestitures

Related Lists for New York Companies

Largest New York Companies , Acquisitive New York Companies , Recently Acquired New York Companies , Recently Sold New York Companies , Private New York Companies , Public New York Companies , Acquired New York Companies , PE Backed New York Companies

Related Lists for Financial Services Companies

Largest Financial Services Companies , Acquisitive Financial Services Companies , Recently Acquired Financial Services Companies , Recently Sold Financial Services Companies , Private Financial Services Companies , Public Financial Services Companies , Acquired Financial Services Companies , PE Backed Financial Services Companies

Related Lists for United States Companies

Largest United States Companies , Acquisitive United States Companies , Recently Acquired United States Companies , Recently Sold United States Companies , Private United States Companies , Public United States Companies , Acquired United States Companies , PE Backed United States Companies
Mergr

Product

Company

Legal