Recent Wealth Management M&A deals
These are recent M&A deals we’ve tracked in Wealth Management. You can click into any transaction for full details, then build valuation comps or pipeline views directly in the Dealert platform.
In total, Dealert has recorded 132 deals in this market segment.
For continuous monitoring and email alerts on new transactions, use our M&A deal tracker or sign up to search the full database with deeper filters.
Latest verified deals in Wealth Management 132 deals in total
Access full databaseShowing up to 10 of the most recent transactions in this slice. Inside Dealert you can apply additional filters (size, buyer type, multiples) and export the full set into Excel.
| Target | Buyer / Investor | Industry | Deal type | Country | Year | |
|---|---|---|---|---|---|---|
| View deal | Parkworth Wealth Management | Savant Wealth Management | Financial Technology (Fintech) & Infrastructure | Merger | United States of America | 2025 |
| View deal | The Family Firm | Beacon Pointe Advisors | Financial Technology (Fintech) & Infrastructure | Buyout | United States of America | 2025 |
| View deal | David Wealth Management, LLC | Focus Partners Wealth, LLC | Financial Technology (Fintech) & Infrastructure | Merger | United States of America | 2025 |
| View deal | Transform Wealth, LLC | Kovitz Investment Group Partners, LLC | Financial Technology (Fintech) & Infrastructure | Merger | United States of America | 2025 |
| View deal | Cary Street Partners Financial | CIVC Partners | Financial Technology (Fintech) & Infrastructure | Recapitalization | United States of America | 2025 |
| View deal | Magus Wealth | AAB Wealth | Financial Technology (Fintech) & Infrastructure | Other | United Kingdom | 2025 |
| View deal | Stifel Independent Advisors, LLC | Equitable | Financial Technology (Fintech) & Infrastructure | Merger | United States of America | 2025 |
| View deal | SageView Advisory Group | Creative Planning | Financial Technology (Fintech) & Infrastructure | Strategic Partnership | United States of America | 2025 |
| View deal | GCG Advisory Partners | BharCap Partners | Financial Technology (Fintech) & Infrastructure | Recapitalization | United States of America | 2025 |
| View deal | First Fidelity Financial Group of Atlanta | GCG Advisory Partners LLC | Financial Technology (Fintech) & Infrastructure | Other | United States of America | 2025 |
This is only a subset of the available deals. For full history, more filters, and exports, use the main search inside Dealert.
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