WealthEngage - Ownership and Business Overview

Financial ServicesCompany

WealthEngage Ownership

Who owns WealthEngage?

WealthEngage is owned by Concurrent Advisors. It was acquired on May 19, 2020.

WealthEngage Business Overview

Where is WealthEngage headquartered?

WealthEngage is headquartered in Miami, Florida.

What sector is WealthEngage in?

WealthEngage is a financial services company.

Financial Services M&A Summary in 2020

Out of 60 sectors in the Mergr database, financial services ranked 11 in number of deals in 2020. The largest financial services acquisition in 2020 was E*TRADE Financial - which was acquired by Morgan Stanley for $13.0B.

Join Mergr to view all 178 acquisitions of financial services companies in 2020, including 21 acquisitions by private equity firms, and 157 by strategics.

WealthEngage

9155 S Dadeland Blvd #1014,
Miami, Florida 33156
United States,
(833) 936-4243
www.wealthengage.com

WealthEngage provides investment, planning, and consulting expertise to clients. It engages and provides wealth fulfillment through a deep understanding of the financial picture and how decisions like retiring or buying/ selling a business impact lives. WealthEngage is based in Miami, Florida.


Company Summary

SECTOR

Financial Services

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

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