Generational Wealth Launches Following Merger and $100M Acquisition
January 16, 2026
Generational Wealth launched as a unified wealth management and financial planning firm after a merger tied to a joint $100 million acquisition, entering the market with over $900 million in assets under management and administration. Headquartered in North Palm Beach, Florida, the firm said it will combine fiduciary financial planning, an in-house investment team, and invest in technology and talent as it scales.
- Buyers
- Generational Wealth
- Industry
- Wealth Management
- Location
- Florida, United States
- Transaction Type
- Buyout
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