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Prio Wealth - Ownership and Business Overview

Financial ServicesCompany

Prio Wealth Ownership

Who owns Prio Wealth?

Prio Wealth is owned by Cerity Partners. It was acquired on January 9, 2025.

Prio Wealth Business Overview

Where is Prio Wealth headquartered?

Prio Wealth is headquartered in Boston, Massachusetts.

What sector is Prio Wealth in?

Prio Wealth is a financial services company.

Financial Services M&A Summary in 2025

Out of 60 sectors in the Mergr database, financial services ranked 9 in number of deals in 2025. The largest financial services acquisition in 2025 was Global Blue Group Holding AG - which was acquired by Shift4 Payments for $2.5B.

Join Mergr to view all 41 acquisitions of financial services companies in 2025, including 3 acquisitions by private equity firms, and 38 by strategics.

Prio Wealth

Prio Wealth LP

265 Franklin Street Suite 2001,
Boston, Massachusetts 02110
United States,
(617) 224-1900
www.priowealth.com

Prio Wealth provides individuals, families, and non-profit organizations with unique and personalized wealth management and planning services. Prio Wealth is based in Boston, Massachusetts.


Company Summary

SECTOR

Financial Services

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Related Lists for Prio Wealth

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