Edelman Financial Engines Acquires PRW Wealth Management
November 16, 2023
Edelman Financial Engines (EFE) has acquired PRW Wealth Management, a Quincy, Massachusetts–based Registered Investment Advisor managing over $500 million in AUM for roughly 200 clients. The deal expands EFE’s wealth planning capabilities and local presence in the greater Boston area as part of the firm’s ongoing acquisition-driven growth strategy.
- Buyers
- Edelman Financial Engines
- Targets
- PRW Wealth Management
- Industry
- Financial Services
- Location
- Massachusetts, United States
- Transaction Type
- Buyout
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