VettaFi Acquires Advisor Perspectives

VettaFi Acquires EQM Indexes

September 11, 2023

Financial Services

VettaFi has acquired EQM Indexes, a boutique provider of custom thematic index solutions for the ETF industry. The purchase expands VettaFi’s indexing capabilities and adds EQM’s quantitative, research-driven index design team and thematic index offerings to VettaFi’s suite of index, data and distribution services.

IRIS Media Works Acquires Advisorpedia

February 1, 2021

Media & Entertainment

IRIS Media Works, LLC has acquired Advisorpedia, a digital media and publishing company serving financial advisors. The merger will consolidate content and distribution under the Advisorpedia brand to accelerate delivery of educational and practice-building content for advisors.

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.

Stout Acquires Vantage Point Advisors

November 1, 2022

Accounting & Tax

Stout has acquired Vantage Point Advisors, Inc., a provider of business valuation and financial advisory services. The acquisition expands Stout's valuation capabilities—particularly in life sciences and technology—and strengthens its presence on the West Coast and in Texas.

Beacon Pointe Advisors Acquires The Financial Advisors

January 15, 2026

Wealth Management

Beacon Pointe Advisors has acquired The Financial Advisors, a $1.2 billion AUM registered investment adviser based in Andover and Newburyport, Massachusetts, closing on January 15, 2026. The 11-person, employee‑owned firm will expand Beacon Pointe’s New England footprint and broaden delivery of its allWEALTH services platform as Beacon Pointe grows its national AUA to roughly $62 billion.

Apex Fintech Solutions Acquires AdvisorArch

March 12, 2024

Financial Services

Apex Fintech Solutions has acquired AdvisorArch, a portfolio management and automated rebalancing platform for financial advisors. The acquisition integrates AdvisorArch’s rebalancing, tax-loss harvesting and direct-indexing capabilities into Apex’s RIA Custody & Execution Platform to expand digital-advice functionality for RIAs, fintechs and retail investors.