WealthPlan Advisors - Ownership and Business Overview

Business ServicesCompany

WealthPlan Advisors Ownership

Who owns WealthPlan Advisors?

WealthPlan Advisors is owned by HUB International. It was acquired on August 3, 2022.

WealthPlan Advisors Business Overview

Where is WealthPlan Advisors headquartered?

WealthPlan Advisors is headquartered in Scottsdale, Arizona.

What sector is WealthPlan Advisors in?

WealthPlan Advisors is a business services company.

Business Services M&A Summary in 2022

Out of 60 sectors in the Mergr database, business services ranked 1 in number of deals in 2022. The largest business services acquisition in 2022 was Copeland - which was acquired by The Blackstone Group for $14.0B.

Join Mergr to view all 1247 acquisitions of business services companies in 2022, including 151 acquisitions by private equity firms, and 1096 by strategics.

WealthPlan Advisors

WealthPlan Advisors LLC

8777 N Gainey Center Drive, Suite 201,
Scottsdale, Arizona 85258
United States,
(480) 505-0234
www.wealthplanadvisor.com

WealthPlan Advisors is an independent investment advisor providing retirement plan and investment consulting, based in Scottsdale, Arizona.


 Subscribe to unlock this and 207,390
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

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
  • 200K M&A Transactions
  • 203K Companies Involved in M&A
    (Buyer, Seller, or Target)
  • 3.6K M&A Advisors
    (Investment Banks and Law Firms)
  • 81K M&A Contacts
    (PE and M&A Advisors)

Ready to try?

Join FREE for 1 Week

No obligation. Cancel anytime.