Simplicity Group Acquires MAIA Wealth
October 14, 2026
Simplicity Group acquired MAIA Wealth, a Denver-based independent registered investment advisor, and key members of MAIA Wealth’s team will operate under the Simplicity Wealth Advisors: Denver banner. The acquisition expands Simplicity’s wealth management presence in the Rocky Mountain region and gives the Denver team access to Simplicity’s national technology, operational infrastructure, and broader investment and insurance offerings.
- Buyers
- Simplicity Group
- Targets
- MAIA Wealth
- Industry
- Wealth Management
- Location
- Colorado, United States
- Transaction Type
- Buyout
Explore More
Related Acquisitions
-
Simplicity Group Acquires Zen Wealth Management Group
October 15, 2026
Wealth Management
Simplicity Group acquired Chicago-based Zen Wealth Management Group, which will rebrand as Simplicity Tax Advisors, and its founder Eddie Patel is joining Simplicity as a Partner. The acquisition adds tax preparation, tax planning, bookkeeping, payroll, insurance, and wealth management capabilities that Simplicity plans to scale through its national network.
-
Simplicity Group Acquires Whitney and Associates and Altitude Capital Management RIA
September 10, 2026
Financial Services
Simplicity Group acquired Whitney and Associates, a Des Moines-based independent insurance marketing organization, together with affiliated RIA platform Altitude Capital Management. The acquisitions add advisor marketing, digital lead generation, and wealth-management infrastructure to Simplicity’s distribution platform; Whitney principals Mitchell Whitney and Charles Johnson joined Simplicity as partners.
-
Simplicity Group Acquires Wright Wealth Group
August 28, 2026
Financial Services
Simplicity Group acquired Wright Wealth Group, a Geneva, Illinois-based retail financial practice focused on estate and protection planning. The deal expands Simplicity’s presence in the greater Chicago market and strengthens its National Accounts team, with Wright founder Eric Wright joining Simplicity as a partner.
-
Simplicity Group Acquires Mid-Atlantic Wealth Advisory Group
August 3, 2026
Financial Services
Simplicity Group has acquired Mid-Atlantic Wealth Advisory Group, a Pennsylvania-based registered investment advisor that provides holistic financial planning for professionals, business owners, and pre-retirees. Following the closing, Mid-Atlantic’s founders Dennis Maguire and Robert Sayre became partners at Simplicity, and the firm will be rebranded as Simplicity Wealth Advisors.
-
Simplicity Group Acquires ATS Wealth Management
April 13, 2026
Financial Services
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.
-
Simplicity Group Acquires NIW Companies
January 11, 2023
Insurance
Simplicity Group has acquired NIW Companies, a provider of supplemental retirement savings and premium finance solutions led by founders Grace Barnard, Judy Lane, and Daen Wombwell, who will join Simplicity as partners. The deal brings NIW's technology platforms (including Kai‑Zen and ilia) into Simplicity's distribution network and is the firm's 48th acquisition, intended to expand product capabilities for advisors and clients.
Build a buyer list for your deal
Find active buyers from recent acquisition patterns and move straight into outreach.