WealthTrust - M&A Summary and Business Overview

Financial ServicesCompany

WealthTrust M&A Summary

WealthTrust has acquired 1 company.

WealthTrust has acquired in 1 US state. The Company’s most targeted sectors include financial services (100%).

WealthTrust Business Overview

Where is WealthTrust headquartered?

WealthTrust is headquartered in Scottsdale, Arizona.

What sector is WealthTrust in?

WealthTrust is a financial services company.

When was WealthTrust founded?

WealthTrust was founded in 1997.

M&A Summary

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

WealthTrust LLC

8434 East Shea Blvdd,
Scottsdale, Arizona 85260
United States,
(480) 339-5221
www.wealthtrust.com

WealthTrust, a Nashville, TN-based holding company, is a strategic financial partner for US-based investment management firms. The company provides comprehensive wealth management services to select individuals and families through eleven affiliated investment management firms. WealthTrust?s team of specialists strengthens each of the affiliates by providing them execution and support in compliance, technology, back office and client services.


M&A Summary

Buy vs Sell

Year ≤ '19 '20 '21 '22 '23 '24 T
Buy (0.0/yr) # 1 - - - - - 1
Sell (0.0/yr) # - - - - - - 0
  1

Most Recent M&A

Company Date Value Type
Fairport Asset Management LLC 2007-11-02 - Add-on Acquisition
Cleveland, Ohio · www.fairportasset.com
View All >>

M&A by Sector

Sector Buy # Value Sell # Value
Financial Services 1 (100%) - - -
Total 1 - - -

By Geo

State/Country Buy Value Sell Value
United States 1 - - -
  Ohio 1 - - -
Total 1 - - -

Company Summary

SECTOR

Financial Services

Established

1997

 Subscribe to unlock this and 208,055
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
1 Week Free Trial Learn 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
  • 201K 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.

Related Lists for WealthTrust

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

Related Lists for Arizona Companies

Largest Arizona Companies , Acquisitive Arizona Companies , Recently Acquired Arizona Companies , Recently Sold Arizona Companies , Private Arizona Companies , Public Arizona Companies , Acquired Arizona Companies , PE Backed Arizona Companies

Related Lists for Financial Services Companies

Largest Financial Services Companies , Acquisitive Financial Services Companies , Recently Acquired Financial Services Companies , Recently Sold Financial Services Companies , Private Financial Services Companies , Public Financial Services Companies , Acquired Financial Services Companies , PE Backed Financial Services Companies

Related Lists for United States Companies

Largest United States Companies , Acquisitive United States Companies , Recently Acquired United States Companies , Recently Sold United States Companies , Private United States Companies , Public United States Companies , Acquired United States Companies , PE Backed United States Companies
Mergr

Product

Company

Legal