Edelman Financial Engines Acquires Align Wealth Management
October 3, 2023
Edelman Financial Engines has acquired Align Wealth Management, a Registered Investment Advisor headquartered in Oklahoma City that manages approximately $425 million for nearly 360 clients. The deal expands Edelman Financial Engines' advisor network and planner capacity in the Oklahoma and Florida markets while giving Align's team access to broader back-office support and national capabilities.
- Buyers
- Edelman Financial Engines
- Targets
- Align Wealth Management
- Industry
- Financial Services
- Location
- Oklahoma, United States
- Transaction Type
- Buyout
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