Simplicity Group Acquires ATS Wealth Management
April 13, 2026
Simplicity Group announced the acquisition of ATS Wealth Management, an investment management and estate-planning focused firm with offices in San Diego and Palo Alto. As part of the deal, ATS leaders Sandeep Varma, Nisha Varma, and Phylip Simmons will join Simplicity as partners to expand estate-planning and wealth capabilities.
- Buyers
- Simplicity Group
- Targets
- ATS Wealth Management
- Industry
- Financial Services
- Location
- New Jersey, United States
- Transaction Type
- Buyout
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