| # | Acquired | Date | Type | Status | Price | |
|---|---|---|---|---|---|---|
| 1 |
Gateway Capital Advisors
Gateway Capital Advisors is a wealth management company that focuses on providin…
|
2026-04-23 | Acquisition | Pending | — | Deal → |
| 2 |
First Fidelity Financial Group
First Fidelity Financial Group is a finance company that offers wealth managemen…
|
2025-01-09 | Acquisition | Pending | — | Deal → |
| 3 |
Infinity Financial Partners
Infinity Financial Partners is a financial advisory firm.
|
2024-10-08 | Acquisition | Complete | — | Deal → |