Explore All 3084 Add-on Acquisition Financial Services Deals - Search the Database Free
M&A Deal Summary |
|
|---|---|
| Date | February 16, 2023 |
| Target | TruClarity |
| Sector | Financial Services |
| Buyer(s) | Dynasty Financial Partners |
| Deal Type | Add-on Acquisition |
FILTER BY
| Category | Company |
|---|---|
| Sector | Financial Services |
Dynasty Financial Partners is a provider of technology-enabled wealth management solutions and business services for financial advisory firms primarily focused on serving high-net-worth and ultra-high-net-worth clients. Dynasty provides access to a comprehensive platform of software and technology tools, business services and holistic investment management capabilities through an open-architecture platform, delivered via a suite of proprietary and third-party technologies. Dynasty Financial Partners is based in St. Petersburg, Florida.
| Deal Context for Buyer | # |
|---|---|
| Overall | 1 of 1 |
| Sector: Financial Services | 1 of 1 |
| Type: Add-on Acquisition | 1 of 1 |
| State: Florida | 1 of 1 |
| Country: United States | 1 of 1 |
| Year: 2023 | 1 of 1 |