M&A Deal Summary

Credent Wealth Management Acquires Clarify Wealth Management

On October 1, 2024, Credent Wealth Management acquired financial services company Clarify Wealth Management

Acquisition Highlights
  • This is Credent Wealth Management’s 1st transaction in the Financial Services sector.
  • This is Credent Wealth Management’s 1st transaction in the United States.
  • This is Credent Wealth Management’s 1st transaction in Ohio.

M&A Deal Summary
Date 2024-10-01
Target Clarify Wealth Management
Sector Financial Services
Buyer(s) Credent Wealth Management
Deal Type Add-on Acquisition

Target

Clarify Wealth Management

Cincinnati, Ohio, United States
Clarify Wealth Management specializes in investment management and comprehensive financial planning services tailored for middle-class clients. Clarify Wealth Management is based in Cincinnati, Ohio.

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Buyer(S) 1

Buyer

Credent Wealth Management

Auburn, Indiana, United States
Category Company
Sector Financial Services
DESCRIPTION

Credent Wealth Management offers commission-free, transparent, and impactful advice through financial planning, investment, and client-centric services. Credent Wealth Management is based in Auburn, Indiana.

DEAL STATS #
Overall 1 of 1
Sector (Financial Services) 1 of 1
Type (Add-on Acquisition) 1 of 1
State (Ohio) 1 of 1
Country (United States) 1 of 1
Year (2024) 1 of 1
Mergr

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