| # | Acquired | Date | Type | Status | Price | |
|---|---|---|---|---|---|---|
| 1 |
Midway Wealth Partners
Midway Wealth Partners is an investment advisory and financial planning services…
|
2024-12-12 | Acquisition | Pending | — | Deal → |
| 2 |
Meeder Wealth Management
Meeder Wealth Management offers personalized, comprehensive wealth planning and …
|
2024-08-13 | Acquisition | Complete | $400.0M | Deal → |