Sage Financial Group - Ownership and Business Overview

Financial ServicesCompany

Sage Financial Group Ownership

Who owns Sage Financial Group?

Sage Financial Group is owned by Wealthspire Advisors. It was acquired on November 29, 2022.

Sage Financial Group Business Overview

Where is Sage Financial Group headquartered?

Sage Financial Group is headquartered in West Conshohocken, Pennsylvania.

What sector is Sage Financial Group in?

Sage Financial Group is a financial services company.

When was Sage Financial Group founded?

Sage Financial Group was founded in 1989.

Financial Services M&A Summary in 2022

Out of 60 sectors in the Mergr database, financial services ranked 11 in number of deals in 2022. The largest financial services acquisition in 2022 was Kensington Mortgage - which was acquired by Barclays Bank UK for $3.5B.

Join Mergr to view all 223 acquisitions of financial services companies in 2022, including 25 acquisitions by private equity firms, and 198 by strategics.

Sage Financial Group

Sage Financial Advisors, Inc.

Five Tower Bridge 300 Barr Harbor Drive Suite 200,
West Conshohocken, Pennsylvania 19428
United States,
www.sagefinancial.com

Sage Financial Group is an independent registered investment adviser offers a select suite of family office services. Investment management, Financial planning, Trusts and estates counsel, Tax review and planning, Private investments, Real estate investment consulting, Surviving spouse support and Personal insurance planning. Sage Financial Group was founded in 1989 and is based in West Conshohocken, Pennsylvania.


Company Summary

SECTOR

Financial Services

Established

1989

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