M&A Deal Summary

Wealthspire Advisors Acquires Judith Heft & Associates

On September 16, 2024, Wealthspire Advisors acquired business services company Judith Heft & Associates

Acquisition Highlights
  • This is Wealthspire Advisors’ 1st transaction in the Business Services sector.
  • This is Wealthspire Advisors’ 5th transaction in the United States.
  • This is Wealthspire Advisors’ 1st transaction in Connecticut.

M&A Deal Summary
Date 2024-09-16
Target Judith Heft & Associates
Sector Business Services
Buyer(s) Wealthspire Advisors
Deal Type Add-on Acquisition

Target

Judith Heft & Associates

Stamford, Connecticut, United States
Judith Heft & Associates provides high-touch lifestyle and bill pay services to affluent clients and their families. Judith Heft & Associates was formed in 1996 and is headquartered in Stamford, Connecticut.

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Buyer(S) 1

Buyer

Wealthspire Advisors

New York, New York, United States
Category Company
Founded 1995
Sector Financial Services
Employees165
DESCRIPTION

Wealthspire Advisors is an independent registered investment advisor with 14 offices in 8 states throughout the Northeast, Mid-Atlantic, and Midwest. Wealthspire Advisors are fiduciary advisors who value connecting all parts of a client’s financial life to deliver thoughtful, collaborative strategies that optimize their finances and fulfill their aspirations. Wealthspire Advisors acts as a wealth manager, investment advisor, consultant, and constant partner in helping clients gain confidence in their financial futures. Wealthspire Advisors was founded in 1995 and is based in New York City.

DEAL STATS #
Overall 5 of 5
Sector (Business Services) 1 of 1
Type (Add-on Acquisition) 5 of 5
State (Connecticut) 1 of 1
Country (United States) 5 of 5
Year (2024) 2 of 2
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2024-05-08 Walden Wealth Partners

Beachwood, Ohio, United States

Walden Wealth Partners is a registered investment advisor firm in Beachwood, Ohio.

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