M&A Deal Summary

Edelman Financial Engines Acquires Align Wealth Management

On October 3, 2023, Edelman Financial Engines acquired financial services company Align Wealth Management

Acquisition Highlights
  • This is Edelman Financial Engines’ 5th transaction in the Financial Services sector.
  • This is Edelman Financial Engines’ 6th transaction in the United States.
  • This is Edelman Financial Engines’ 1st transaction in Oklahoma.

M&A Deal Summary
Date 2023-10-03
Target Align Wealth Management
Sector Financial Services
Buyer(s) Edelman Financial Engines
Deal Type Add-on Acquisition

Target

Align Wealth Management

Oklahoma, Oklahoma, United States
Align Wealth Management provides a wide range of wealth management and financial planning services, including investment management, tax planning, retirement planning and estate planning. Align Wealth Management was founded in 1994 and is based in Oklahoma City.

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Buyer(S) 1

Buyer

Edelman Financial Engines

Santa Clara, California, United States
Category Company
Founded 1986
Sector Financial Services
Revenue 311M USD (2015)
DESCRIPTION

Edelman Financial Engines is a financial planning and investment management firm. Edelman Financial Engines was founded in 1986 and is based in Santa Clara, California.

DEAL STATS #
Overall 7 of 10
Sector (Financial Services) 5 of 5
Type (Add-on Acquisition) 6 of 9
State (Oklahoma) 1 of 1
Country (United States) 6 of 9
Year (2023) 2 of 4
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2023-02-15 Distrito Relações Governamentais

Brasília, Brazil

Distrito Relações Governamentais is a full-service consultancy firm that provides integrated government relations services to public and private stakeholders. Distrito Relações Governamentais was founded in 2017 and is based in Brasília, Brazil.

Buy -
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2023-11-16 PRW Wealth Management

Quincy, Massachusetts, United States

PRW Wealth Management is a Registered Investment Advisor that provides a comprehensive range of wealth management capabilities, with a focus on strategic planning, investment management, and the transfer of wealth. It manages over $500 million in assets under management (AUM) for approximately 200 clients, including individuals, families, endowments and foundations, and business owners. PRW Wealth Management is based in Quincy, Massachusetts.

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