Diversify Wealth Management Acquires River Financial Group
August 21, 2026
Diversify Wealth Management added River Financial Group to its wealth management platform. The Boston-based firm joined to provide the infrastructure needed to scale its specialized financial planning practice for families raising children with disabilities while remaining independent.
- Buyers
- Diversify Wealth Management
- Targets
- River Financial Group
- Sellers
- Leo Rotman
- Platforms
- Diversify Wealth Management
- Industry
- Financial Services
- Location
- Massachusetts, United States
- Transaction Type
- Addon
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