Simplicity Group Acquires Zen Wealth Management Group
October 15, 2026
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.
- Buyers
- Simplicity Group
- Targets
- Zen Wealth Management Group, Inc.
- Industry
- Wealth Management
- Location
- Illinois, United States
- Transaction Type
- Addon
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