GeoWealth Acquires First Ascent Asset Management
March 23, 2023
GeoWealth, a Chicago-based turnkey asset management platform (TAMP), has acquired Denver-based First Ascent Asset Management. First Ascent will operate as an independent subsidiary and migrate onto GeoWealth’s technology platform to expand GeoWealth’s full-service TAMP capabilities for RIAs.
- Buyers
- GeoWealth
- Targets
- First Ascent Asset Management
- Industry
- Financial Services
- Location
- Colorado, United States
- Transaction Type
- Buyout
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