Advisor Group Acquires Infinex Financial Holdings

May 19, 2022

Advisor Group has signed a definitive agreement to acquire Infinex Financial Holdings, the holding company of a broker-dealer that supports banks, credit unions and institution-based advisors. Infinex, headquartered in Meriden, Connecticut, oversees roughly $30 billion in client assets and more than 750 financial professionals; the deal expands Advisor Group's presence in the financial institution channel and is subject to FINRA and other regulatory approvals.

Buyers
Advisor Group
Targets
Infinex Financial Holdings
Location
Connecticut, United States
Transaction Type
Buyout

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