WealthSource - Ownership and Business Overview

Financial ServicesCompany

WealthSource Ownership

Who owns WealthSource?

WealthSource is owned by Digital Insurance. It was acquired on January 31, 2024.

WealthSource Business Overview

Where is WealthSource headquartered?

WealthSource is headquartered in San Luis Obispo, California.

What sector is WealthSource in?

WealthSource is a financial services company.

When was WealthSource founded?

WealthSource was founded in 2015.

Financial Services M&A Summary in 2024

Out of 60 sectors in the Mergr database, financial services ranked 11 in number of deals in 2024. The largest financial services acquisition in 2024 was Discover Financial Services - which was acquired by Capital One Financial for $35.3B.

Join Mergr to view all 42 acquisitions of financial services companies in 2024, including 3 acquisitions by private equity firms, and 39 by strategics.

WealthSource

WealthSource Partners LLC

735 Tank Farm Road, Suite 240,
San Luis Obispo, California 93401
United States,
(800) 546-0123
www.wealthsource.com

WealthSource is a financial services company specializing in comprehensive financial planning, investment management, and insurance solutions. WealthSource was founded in 2015 and is based in San Luis Obispo, California.


Company Summary

SECTOR

Financial Services

Established

2015

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