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 136 acquisitions of financial services companies in 2023, including 19 acquisitions by private equity firms, and 117 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

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