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Gladstone Connect

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Luminaries 2025 Winner

Consultants

Luminaries 2025 Impact Statement

Gladstone Group has addressed a critical gap in wealth management M&A through Gladstone Connect, a technology-enabled platform designed specifically for smaller RIA transactions. This digital-first solution serves practices, books and businesses that traditionally fall below investment banking thresholds, democratizing access to professional M&A guidance for underserved segments of the advisor community. With over 100,000 financial advisors approaching retirement in the next decade, Gladstone Connect provides a systematic process combining modern technology with expert guidance from full-service investment banking professionals. The platform offers transparent pricing, while connecting advisors to highly screened, qualified buyers through a confidential process.