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 194 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 194 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 | Fountainhead Advisors | Lido Advisors | Financial Technology (Fintech) & Infrastructure | Other | United States of America | 2025 |
| View deal | Summit Financial Advisors | MAI Capital Management | Financial Technology (Fintech) & Infrastructure | Other | United States of America | 2025 |
| View deal | WH Ireland | Team | Banking Services | Other | United Kingdom | 2025 |
| View deal | Brooks Wealth Management | Integrity365 | Professional & Commercial Services | Merger | United Kingdom | 2025 |
| View deal | Aspire Independent Financial Planners LLP | H C F Partnership Ltd | Professional & Commercial Services | Other Private Equity | United Kingdom | 2025 |
| View deal | Jones Financial | Futura Financial Services Group | Financial Technology (Fintech) & Infrastructure | Buy & Build / Roll-Up | United Kingdom | 2025 |
| View deal | MD Management Corporation | Bolder Group | Investment Banking & Investment Services | Other | Monaco | 2025 |
| View deal | Financial Decisions | AZ NGA | Professional & Business Education | Other | Australia | 2025 |
| View deal | Evans Hart | Wren Sterling | Financial Technology (Fintech) & Infrastructure | Buyout | United Kingdom | 2025 |
| View deal | LIFT – ‘LIFT-Financial Group Ltd and LIFT-Invest’ | Brooks Macdonald Group | Other | Other | United Kingdom | 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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