Mooshi Wealth Planning & Management - Ownership and Business Overview

Financial ServicesCompany

Mooshi Wealth Planning & Management Ownership

Who owns Mooshi Wealth Planning & Management?

Mooshi Wealth Planning & Management is owned by Kestra Financial. It was acquired on December 21, 2023.

Mooshi Wealth Planning & Management Business Overview

Where is Mooshi Wealth Planning & Management headquartered?

Mooshi Wealth Planning & Management is headquartered in Novi, Michigan.

What sector is Mooshi Wealth Planning & Management in?

Mooshi Wealth Planning & Management is a financial services company.

Financial Services M&A Summary in 2023

Out of 60 sectors in the Mergr database, financial services ranked 12 in number of deals in 2023. The largest financial services acquisition in 2023 was Focus Financial Partners - which was acquired by CD&R for $7.0B.

Join Mergr to view all 126 acquisitions of financial services companies in 2023, including 15 acquisitions by private equity firms, and 111 by strategics.

Mooshi Wealth Planning & Management

Mooshi Wealth Planning & Management

39555 Orchard Hill Place,
Novi, Michigan 48375
United States,

Mooshi Wealth Planning & Management is a wealth and asset management firm focused on a serving a variety of clients. The Company is based in Novi, Michigan.


Company Summary

SECTOR

Financial Services

 Subscribe to unlock this and 202,314
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
  • 194K M&A Transactions
  • 198K Companies Involved in M&A
    (Buyer, Seller, or Target)
  • 3.6K M&A Advisors
    (Investment Banks and Law Firms)
  • 75K M&A Contacts
    (PE and M&A Advisors)

Ready to try?

Join FREE for 1 Week

No obligation. Cancel anytime.

Related Lists for Mooshi Wealth Planning & Management

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

Related Lists for Michigan Companies

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