6
Total deals
$570.0M
Total value
$285.0M
Avg deal
$425.0M
Largest
| # | Acquired | Date | Type | Status | Price | |
|---|---|---|---|---|---|---|
| 1 |
Gitterman Asset Management
Gitterman Asset Management is a financial services advisory industry that focuse…
|
2025-10-01 | Acquisition | Pending | — | Deal → |
| 2 |
Gitterman Wealth Management
Gitterman Wealth Management provides asset management and wealth management serv…
|
2025-10-01 | Acquisition | Complete | — | Deal → |
| 3 |
Creative Financial Planning
Creative Financial Planning is a financial planning and wealth management firm.
|
2024-06-27 | Acquisition | Complete | — | Deal → |
| 4 |
Prudeo Partners
Prudeo Partners is a wealth management firm that specializes in personalized fin…
|
2024-02-13 | Acquisition | Complete | $425.0M | Deal → |
| 5 |
Stakeholders Capital
Stakeholders Capital expertise in wealth management services that offer impact i…
|
2023-03-30 | Acquisition | Complete | $145.0M | Deal → |
| 6 |
Nauset Wealth Management
Nauset is an SEC-registered investment advisor that offers financial planning an…
|
2022-11-29 | Acquisition | Complete | — | Deal → |