Edelman Financial Engines Acquires Soundmark Wealth Management
May 13, 2024
Edelman Financial Engines has acquired Soundmark Wealth Management, a Kirkland, Washington-based registered investment advisory firm managing approximately $453 million in client assets. The deal expands Edelman’s planner capacity and presence in the Pacific Northwest while integrating Soundmark’s team and expertise serving medical and technology professionals and small business owners.
- Buyers
- Edelman Financial Engines
- Targets
- Soundmark Wealth Management
- Industry
- Wealth Management
- Location
- Washington, United States
- Transaction Type
- Buyout
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