Advanta Solutions Acquires Genesis Financial Planning Ltd
October 17, 2022
Advanta Solutions, the Beech Tree-backed wealth management platform, has acquired London-based advice firm Genesis Financial Planning Ltd in an undisclosed deal that adds approximately £150m of AUM to Advanta. The acquisition brings Genesis founder Adam Horn, his clients and staff into Advanta as part of the platform's ongoing roll-up strategy of acquiring high-quality adviser firms from retiring owners.
- Buyers
- Advanta Solutions
- Targets
- Genesis Financial Planning Ltd
- Sellers
- Adam Horn (owner of Genesis Financial Planning Ltd)
- Platforms
- Advanta Solutions
- Industry
- Wealth Management
- Location
- United Kingdom
- Transaction Type
- Addon
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