Bluespring Wealth Partners Acquires Joule Financial
April 26, 2022
Bluespring Wealth Partners, a Kestra Holdings subsidiary, has acquired Joule Financial, an independent registered investment adviser based in Lexington, Kentucky. The deal brings Joule's $280 million in AUM and its team into Bluespring's platform to scale operations, enhance client service, and accelerate growth.
- Targets
- Joule Financial
- Industry
- Financial Services
- Location
- Kentucky, United States
- Transaction Type
- Buyout
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