M&A Deal Summary |
|
|---|---|
| Date | 2025-11-10 |
| Target | RoundAngle |
| Sector | Business Services |
| Buyer(s) | Wealthspire Advisors |
| Deal Type | Add-on Acquisition |
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| Category | Company |
|---|---|
| Founded | 1995 |
| Sector | Financial Services |
| Employees | 165 |
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 | 7 of 7 |
| Sector: Business Services M&A | 3 of 3 |
| Type: Add-on Acquisition M&A Deals | 7 of 7 |
| State: New Jersey M&A | 1 of 1 |
| Country: United States M&A | 7 of 7 |
| Year: 2025 M&A | 2 of 2 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2025-08-26 |
Marin Financial Advisors
Larkspur, California, United States Marin Financial Advisors is a boutique registered investment advisor based in Larkspur, California. |
Buy | - |
