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.