Wealthspire Advisors Acquires Heron Wealth

Wealthspire Advisors Acquires Sage Financial Advisors

November 29, 2022

Wealth Management

Wealthspire Advisors LLC (an NFP company) signed an agreement to acquire Sage Financial Advisors, Inc., a Nevada-based registered investment advisor that manages approximately $194 million in assets and maintains an office in Reno. The deal expands Wealthspire’s presence in the western U.S.; the transaction is expected to close in Q4 2022, subject to customary approvals.

Wealthspire (NFP) Acquires Judith Heft & Associates

September 16, 2024

Financial Services

Wealthspire Holdings LLC, parent of Wealthspire Advisors and an NFP company, has acquired Judith Heft & Associates, a women-owned firm providing high-touch lifestyle and bill-pay services to affluent clients. The acquisition expands Wealthspire's holistic wealth and family office offering by adding dedicated lifestyle and bill-pay capabilities to better serve high-net-worth families.

Wealthspire Advisors Acquires Private Ocean

November 22, 2021

Financial Services

Wealthspire Advisors, an NFP company and independent registered investment adviser, signed a definitive agreement to acquire Private Ocean, LLC, a fiduciary wealth management firm with $2.7 billion in assets under management based in San Rafael, California (with offices in San Francisco and Seattle). The deal, which is expected to close in Q4 2021, expands Wealthspire's West Coast presence and contributes to its growing national RIA platform.

Mariner Wealth Advisors Acquires Heber Fuger Wendin Investment Advisors

August 2, 2022

Wealth Management

Mariner Wealth Advisors acquired Bloomfield Hills-based Heber Fuger Wendin Investment Advisors (HFW) at the end of July 2022. The acquisition expands Mariner's client roster and capabilities by adding HFW's niche advisory services for community banks and credit unions and its $8.6 billion in AUM, while HFW staff remain in place under the Mariner name.

Insight Partners Leads $16M Series A in Heron

July 15, 2025

AI & Machine Learning

Heron, an AI company automating document-heavy workflows for lenders, equipment finance providers and insurers, raised $16 million in a Series A led by Insight Partners with participation from Y Combinator, BoxGroup and Flex Capital. The funding will be used to scale Heron’s engineering and go-to-market teams and expand its AI workflow automation into additional industry verticals and geographies (New York and London).

Wealth Enhancement Group Acquires New Era Financial Advisors, Inc.

April 26, 2023

Financial Services

Wealth Enhancement Group, a national independent wealth management firm, acquired New Era Financial Advisors, Inc., a hybrid RIA with two Minnesota locations and over $1.1 billion in client assets. The deal adds a team of six advisors and 11 support staff and expands Wealth Enhancement Group's presence in the Twin Cities market.