Merger • Financial Services

Greenspring Advisors Acquires Wealthstream Advisors

On October 6, 2025, Greenspring Advisors acquired financial services company Wealthstream Advisors

Acquisition Context

This is Greenspring Advisors’ 1st transaction in the Financial Services sector.
This is Greenspring Advisors’ 1st transaction in the United States.
This is Greenspring Advisors’ 1st transaction in New York.

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M&A Deal Summary
Date	October 6, 2025
Target	Wealthstream Advisors
Sector	Financial Services
Buyer(s)	Greenspring Advisors
Deal Type	Merger
Advisor(s)	Echelon Partners (Financial)

Target Company

Wealthstream Advisors

New York, New York, United States

Wealthstream Advisors is an independent registered investment advisor (RIA) providing personalized financial planning and investment management. The Firm emphasizes an academic, evidence‑based approach to portfolio construction, focusing on after‑tax returns, low costs, and long-term discipline. Wealthstream Advisors was founded in 1996 and is based in New York, New York.

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Buyer Overview 1

Buyer

Greenspring Advisors

Towson, Maryland, United States

Category	Company
Sector	Financial Services

DESCRIPTION

Greenspring Advisors is an independent, employee-owned wealth management firm serving both private and institutional clients. The Firm provides comprehensive financial planning, investment management services, and retirement plan consulting. Greenspring Advisors is based in Towson, Maryland.

Deal Context for Buyer	#
Overall	1 of 1
Sector: Financial Services	1 of 1
Type: Merger	1 of 1
State: New York	1 of 1
Country: United States	1 of 1
Year: 2025	1 of 1

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