Tegra118 Acquires RetireUp

T. Rowe Price Acquires Retiree, Inc.

March 30, 2023

Financial Services

T. Rowe Price has entered a definitive agreement to acquire Retiree, Inc., a fintech firm that provides retirement income planning software. The terms were not disclosed and the deal is expected to close in Q2 2023; T. Rowe Price said the acquisition will expand its retirement income capabilities and integrate Retiree's tax-aware income planning technology into its retirement solutions.

Motive Partners Acquires Majority Stake in Fiserv Investment Services (Rebrands as Tegra118)

February 19, 2020

Financial Services

Motive Partners acquired a majority interest in Fiserv’s Investment Services business, with Fiserv retaining a 40% equity stake. The business was rebranded as Tegra118 and will be led by Cheryl Nash as CEO while Motive Partners will focus on modernizing the platform and investing in growth and integrated solutions.

Cetera Holdings Acquires The Retirement Planning Group, LLC

June 6, 2023

Wealth Management

Cetera Holdings, the holding company of Cetera Financial Group, has acquired The Retirement Planning Group, LLC (TRPG), an independent RIA headquartered in Leawood, Kansas. TRPG manages approximately $1.4 billion in AUM across about 1,825 client accounts, has ~40 employees (including 14 advisors), and will join Cetera’s advisor network to expand its wealth-management capabilities and advisor affiliations.

Prominence Advisors Acquires Tegra Analytics

September 3, 2025

Healthcare Services

Prominence Advisors, a Chicago-based healthcare data enablement firm, has acquired Tegra Analytics, a life sciences analytics consultancy. The acquisition expands Prominence’s data and analytics capabilities into the life sciences market, enabling deeper support for pharmaceutical, biotech, and medical device clients.

PCS Retirement Acquires Aspire Financial Services

July 13, 2019

Financial Services

PCS Retirement, LLC acquired Aspire Financial Services to combine their retirement recordkeeping platforms. The deal creates a roughly 300-person organization serving about 16,000 plans and 750,000 eligible participants with approximately $23 billion in assets under administration, aiming to offer a full-suite, conflict-free retirement platform to advisors, TPAs and plan sponsors.

Wealth Enhancement Group Acquires Retirement Advisory Group

November 8, 2023

Financial Services

Wealth Enhancement Group, a national independent wealth management firm, announced the acquisition of Retirement Advisory Group, a hybrid RIA based in Eden Prairie, Minnesota, bringing roughly $150 million in client assets and a five-person team into Wealth Enhancement's platform. The deal expands Wealth Enhancement Group's Twin Cities presence and increases its assets under management.