Apella Wealth Acquires ClearLogic Financial, Inc.

Mission Wealth Acquires Logic Capital Management

January 28, 2025

Financial Services

Mission Wealth has merged with Houston-based Logic Capital Management, bringing Logic’s founder Toby Whitby and key advisors into Mission Wealth as equity partners. The deal expands Mission Wealth’s presence in Houston, adds roughly $400M of assets under management to the platform, and raises Mission Wealth’s total AUM to over $10.6 billion.

Thought Logic Acquires eCapital Advisors

September 24, 2024

Data & Analytics

Thought Logic Consulting, a Renovus Capital Partners portfolio company, has acquired eCapital Advisors, a Minneapolis–area consultancy specializing in Enterprise Performance Management (EPM) and Data & Analytics. The acquisition expands Thought Logic’s data, analytics and workplace-technology capabilities and brings eCapital leadership into Thought Logic’s executive team.

Apella Wealth Acquires Young Wealth Management

December 13, 2024

Financial Services

Apella Wealth, a national RIA headquartered in West Hartford, Connecticut, has acquired Young Wealth Management, a Davis, California-based registered investment adviser with $144 million in AUM. The deal, which closed December 13, 2024, expands Apella's West Coast presence and is the firm’s twentieth acquisition and ninth since partnering with Wealth Partners Capital Group.

Clearstead Advisors Acquires The Clarius Group

January 31, 2026

Wealth Management

Clearstead Advisors has acquired The Clarius Group, a Seattle-based multi-family office overseeing approximately $5.1 billion in assets, with the transaction closing on January 31, 2026. Thirty-six Clarius professionals, including co-founders Keith Vernon and Matthew Talbot, joined Clearstead as part of the deal, which strengthens Clearstead's ultra-high-net-worth and family office capabilities and its presence in the Pacific Northwest.

Ellucian Acquires CampusLogic

April 19, 2022

Cloud & SaaS

Ellucian has completed the acquisition of CampusLogic, an ed‑tech provider of Student Financial Success SaaS solutions that serves nearly 800 higher‑education institutions and more than five million students. The deal brings CampusLogic's financial aid, scholarship and student-finance tools into Ellucian's Experience Platform and ERP/SIS/CRM suite to strengthen student financial success and improve enrollment and completion outcomes.

Apella Wealth Acquires Barker Financial Group, Inc.

December 6, 2024

Financial Services

Apella Wealth, a West Hartford, Connecticut–based registered investment advisor, has acquired Barker Financial Group, Inc., an RIA based in Topsfield, Massachusetts that brings $218 million in AUM. The add-on deal, Apella's nineteenth and its eighth since partnering with Wealth Partners Capital Group, closed on December 6, 2024 and establishes Apella's presence in Topsfield while expanding its regional financial planning and investment management capabilities.