Wealthtender Mergers & Acquisitions

Wealthtender M&A Summary

Wealthtender has acquired 1 company, including 1 in the last 5 years.

Wealthtender has acquired in 1 US state. The Company’s most targeted sectors include internet software and services (100%).

M&A Summary

  • M&A Total Activity1
    • M&A Buy Activity1
  • Total Sectors Invested 1
  • Total Countries Invested 1

Wealthtender

Wealthtender, Inc.

1900 West Gray, Suite 132015,
Houston, Texas 77019
United States,
www.wealthtender.com

All (1) Buy (1) Sell (-)
Date Target Value
$mlns
Transaction Type Acquirer Seller SRC
Link
2023-09-11 The AGC · Internet Software and Services
San Diego, California · www.advisorgc.com

The AGC is a collaborative community for financial advisors to grow personally and professionally alongside their peers. AGC fosters community, collaboration, and inspiration with access to innovative digital marketing implementation tools. The AGC was formed in 2019 and is based in San Diego, California.

- Add-on Acquisition

Wealthtender

-

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