M&A Deal Summary |
|
|---|---|
| Date | 2022-07-08 |
| Target | Marriott Wealth Advisors |
| Sector | Business Services |
| Buyer(s) | Sanctuary Wealth |
| Deal Type | Add-on Acquisition |
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| Category | Company |
|---|---|
| Founded | 2018 |
| Sector | Business Services |
Sanctuary Wealth is the advanced platform for the next generation of elite advisors, who have the entrepreneurial spirit to build and own their own practices and desire the freedom to deliver the tailored service their clients deserve. Sanctuary's ecosystem of partnered independence provides a complete technology and operations platform, as well as support from a community of like-minded advisors and the resources of invaluable affiliated businesses. Currently, the Sanctuary Wealth network includes partner firms across 20 states with over $22.0 billion in assets under advisement. The Sanctuary Wealth Group includes the fully owned subsidiaries Sanctuary Advisors, a registered investment adviser, and the broker-dealer Sanctuary Securities, as well as Sanctuary Asset Management, Sanctuary Insurance Solutions, Sanctuary Global, and Sanctuary Global Tax and Family Office. Sanctuary Wealth was formed in 2018 and is based in Indianapolis, Indiana.
| DEAL STATS | # |
|---|---|
| Overall | 1 of 2 |
| Sector (Business Services) | 1 of 1 |
| Type (Add-on Acquisition) | 1 of 2 |
| State (Arkansas) | 1 of 1 |
| Country (United States) | 1 of 2 |
| Year (2022) | 1 of 1 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2024-05-01 |
Tru Independence
Portland, Oregon, United States Tru Independence is a service delivery firm that creates a unique experience for advisors through the combination of behavioral finance, fintech and human capital. Tru Independence was founded in 2014 and is based in Portland, Oregon. |
Buy | - |
