Aviva Acquires Succession Wealth for £385 Million

Purpose Advisor Solutions Acquires Wealthsimple for Advisors

January 23, 2020

Wealth Management

Purpose Advisor Solutions (majority owned by Purpose Financial) has acquired the Wealthsimple for Advisors business to create a single, advisor-focused wealth platform in Canada. The deal combines teams and technology to scale Purpose Advisor Solutions’ end-to-end advisor offering and accelerate investments in portfolio management, CRM, reporting, compliance and other digital services; Wealthsimple leaders J‑F Courville and Dave Nugent will join PAS as managing partners.

JPMorgan Chase Acquires WealthOS

January 24, 2026

Financial Services

JPMorgan Chase has acquired UK-based pensions technology platform WealthOS, a deal confirmed by investor nVentures. The acquisition brings WealthOS's UK and Sri Lanka-based employees into JPMorgan as the bank expands its capabilities in pensions, retirement planning and wealth management technology.

Perspective Financial Group Ltd Acquires Nine UK Wealth Management Firms

April 1, 2025

Wealth Management

Perspective Financial Group Ltd has completed nine acquisitions of local UK financial planning and wealth management practices — Square One Wealth Management; Barrie Hough Financial Services; Select Financial Solutions; Friendly Wealth Management; Clarendon Financial Planning; Clarendon FP LLP; Chapter Wealth Management; Paul Horton Financial Solutions; and Inspirational Financial Planning. The deals add approximately £900 million of assets under advice, 2,100 households and four new offices, as Perspective continues a roll-up strategy to scale its advisory platform and absorb regulatory/administrative costs for smaller practices.

Avantax Acquires Integrated Tax & Wealth Strategies’ $760M Wealth Management Business

May 5, 2024

Wealth Management

Avantax acquired the wealth management business of Integrated Tax & Wealth Strategies, which manages $760 million in client assets as of December 31, 2023. The founder, Brian Stephens, will continue with the tax practice while the wealth team joined Avantax as W-2 investment adviser representatives to deepen Avantax’s tax‑focused wealth management capabilities and expand AUM.

Elite Consulting Partners Acquires Advisor Successions, LLC to Launch Elite Advisor Successions

December 1, 2023

Financial Services

Elite Consulting Partners acquired Advisor Successions, LLC and will merge it into its Elite Corporate Services division to form a new entity called Elite Advisor Successions. The new business will offer a platform and consulting services to match qualified buyers and sellers in the financial advisory space, with Advisor Successions CEO Garrett Taylor staying on as Chief Acquisition Officer.

Osaic Acquires Majority Stake in Innovative Wealth Team ($700M AUM)

July 23, 2025

Wealth Management

Osaic, Inc. acquired a majority interest in Innovative Wealth Team, a Nashville-based advisor succession and wealth management practice that manages approximately $700 million in assets. The deal expands Osaic's supported independence offering by adding turnkey succession and continuity solutions for advisors nearing retirement.