M&A Deal Summary |
|
|---|---|
| Date | 2024-05-08 |
| Target | Walden Wealth Partners |
| Sector | Financial Services |
| Buyer(s) | Wealthspire Advisors |
| Deal Type | Add-on Acquisition |
| Advisor(s) | MarshBerry Capital, Inc. (Financial) |
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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 | 4 of 5 |
| Sector (Financial Services) | 4 of 4 |
| Type (Add-on Acquisition) | 4 of 5 |
| State (Ohio) | 1 of 1 |
| Country (United States) | 4 of 5 |
| Year (2024) | 1 of 2 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2023-03-23 |
Heron Wealth
New York, New York, United States Heron Wealth is a wealth advisory firm providing financial planning, investment advice, and tax planning & estate planning services to clients. Heron Wealth was founded in 1996 and is based in New York City. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2024-09-16 |
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. |
Buy | - |
