Osaic Acquires IronGate Services (via Carlson Advisor Networks)
August 20, 2026
Osaic added Cedar Rapids, Iowa-based IronGate Services to its wealth management advisor platform, bringing approximately $367 million in client assets. IronGate affiliates through Carlson Advisor Networks, an Osaic office of supervisory jurisdiction, to gain technology, investment products, and back-office support while preserving its independent structure.
- Buyers
- Osaic
- Targets
- IronGate Services
- Sellers
- Ameriprise Financial Services
- Platforms
- Carlson Advisor Networks
- Industry
- Wealth Management
- Location
- Iowa, United States
- Transaction Type
- Buyout
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