Coretelligent and VSS Acquire SoundView IT Solutions, LLC

Coretelligent Acquires Soundshore Technology Group

November 4, 2020

IT Services

Coretelligent, a managed IT and cloud services provider (and portfolio company of VSS Capital Partners), acquired Soundshore Technology Group, a boutique managed services firm serving hedge funds, private equity, RIAs and family offices. The deal — terms not disclosed — expands Coretelligent's financial-services IT portfolio, adding Soundshore's client relationships and contributing to a combined organization of over 200 employees and 500 clients.

Coretelligent Acquires United Technology Group from VSS Portfolio

April 3, 2019

IT Services

Coretelligent, a VSS-backed managed IT and private cloud services provider, has acquired United Technology Group, LLC, a Southeast-based managed services and cloud reseller. The acquisition expands Coretelligent's national footprint with a new Atlanta-area office and integrates UTG's cybersecurity and co-managed IT capabilities into Coretelligent's service offering.

Norwest Equity Partners Acquires Coretelligent from VSS Capital Partners

October 25, 2021

IT Services

Norwest Equity Partners (NEP) has acquired Coretelligent, a Westwood, Massachusetts-based managed IT, cybersecurity, and cloud services provider. VSS Capital Partners sold the company but will remain a minority investor; financial terms were not disclosed. NEP intends to partner with founder and CEO Kevin Routhier to scale Coretelligent organically and through strategic acquisitions.

Coretelligent Acquires NetCom Systems to Expand Southern U.S. Presence

February 15, 2023

IT Services

Coretelligent, a PE-backed managed IT and cybersecurity provider, has acquired NetCom Systems, Inc., a Roswell, Georgia-based managed services firm with 36 years of regional experience. The deal, announced jointly with Coretelligent investor Norwest Equity Partners, expands Coretelligent's service capabilities and strengthens its presence in the Southern United States; financial terms were not disclosed.

Trinity Consultants Acquires Soundview Consultants

November 30, 2023

Environmental Services

Trinity Consultants has acquired Soundview Consultants LLC, a Gig Harbor, Washington-based environmental consulting firm, and integrated it into Trinity’s Water & Ecology pillar. The acquisition expands Trinity’s natural and aquatic resource capabilities and supports Soundview’s succession planning and growth into new markets.

Osaic Adds True Wealth Advisors and Soundview Financial Group to Advisor Network

December 7, 2025

Financial Services

Osaic has expanded its national advisor platform by adding True Wealth Advisors (approximately $705 million in client assets) and Soundview Financial Group (approximately $104 million in client assets). Both independent advisory firms joined Osaic from prior affiliations (True Wealth from LPL Financial; Soundview from Commonwealth) to access Osaic's technology, operational support, and succession/capital solutions, strengthening Osaic's presence — particularly in the Mountain West and Pacific Northwest.