Mergers and Acquisitions
Learn the latest on dealmaking in wealth management and financial services, including the latest mergers and acquisitions news.
Envestnet | Yodlee Signs Data Access Deal With TD Bank: Tech Roundup
By Jeff BermanAlso, iCapital Network is acquiring Axio Financial in a deal expected to close in the fourth quarter of this year.
September 14, 2021
CI Financial Buying $5.2B Silicon Valley RIAThe acquisition of Portola Partners Group is expected to close later this month.
September 09, 2021
Mariner Wealth is Buying $600M Ohio RIAThe RIA now has a total of 395 advisors across 53 offices with $46 billion in assets under advisement.
September 07, 2021
Hightower Takes Stake in $1.5B Multi-Office RIAAlexandria Capital, based near Washington, D.C., has locations in Boston; Juneau, Alaska; New York; and Portland, Oregon.
September 01, 2021
Focus Financial Scoops Up $9B Ohio-Based Wealth GroupThe deal adds Ancora Holdings, which is employee-owned and led by CEO and Chairman Fred DiSanto.
August 31, 2021
Orion Zooms In on Growth, M&As and New Advisor Solutions at ConferenceNew solutions revealed at Ascent include Orion Cash and Credit, a joint venture with Focus Client Solutions.
August 27, 2021
Captrust to Buy $85B Investment GroupChicago-based Ellwood's clients includes endowments, foundations, retirement plans, family offices and high-net-worth individuals.
August 25, 2021
U.K. Private Equity Firm Buying RiskalyzeRiskalyze CEO and founder Aaron Klein will continue to lead the company as part of the deal.