1. Home >
  2. M&A >
  3. Add-on Acquisition >
  4. United States >
  5. Kentucky >
  6. Bluespring Wealth Partners Acquires Reliant Wealth Planning

M&A Deal Summary

Bluespring Wealth Partners Acquires Reliant Wealth Planning

On February 11, 2025, Bluespring Wealth Partners acquired financial services company Reliant Wealth Planning

Acquisition Highlights
  • This is Bluespring Wealth Partners’ 2nd transaction in the Financial Services sector.
  • This is Bluespring Wealth Partners’ 3rd transaction in the United States.
  • This is Bluespring Wealth Partners’ 1st transaction in Kentucky.

M&A Deal Summary
Date 2025-02-11
Target Reliant Wealth Planning
Sector Financial Services
Buyer(s) Bluespring Wealth Partners
Deal Type Add-on Acquisition

Target

Reliant Wealth Planning

Louisville, Kentucky, United States
Reliant Wealth Planning is a wealth management and financial advisory firm that offers a comprehensive suite of services, including wealth management, retirement planning and cash flow strategies, investment management, estate planning, charitable strategies, and risk management. Reliant Wealth Planning was founded in 2017 and is based in Louisville, Kentucky.

Search 205,528 Deals Now

SEARCH BY

  • Buyer Type (PE or Strategic)
  • Deal Size ($10M to $10B+)
  • Sector (60 Sectors)
  • Deal Type
  • Geography
  • & More

Try For Free 7-Day Free Trial

Buyer(S) 1

Buyer

Bluespring Wealth Partners

Austin, Texas, United States
Category Company
Sector Business Services
DESCRIPTION

Bluespring Wealth Partners is an acquirer of both independent RIAs and hybrid wealth management firms. It looks to perpetuate and enhance the value it brings its clients, providing continuity and new opportunities. Bluespring Wealth Partners is based in Austin, Texas.

DEAL STATS #
Overall 3 of 3
Sector (Financial Services) 2 of 2
Type (Add-on Acquisition) 3 of 3
State (Kentucky) 1 of 1
Country (United States) 3 of 3
Year (2025) 1 of 1
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2024-07-18 Shelton Financial Group

Fort Wayne, Indiana, United States

Shelton Financial Group is a financial advisory firm that offers various financial planning and investment management services. Shelton Financial Group is based in Fort Wayne, Indiana.

Buy -
Mergr

Product

Company

Legal