Summit Financial Makes Minority Investment in Ivy Wealth Management
December 6, 2025
Summit Financial has made a minority investment in Ivy Wealth Management, a West Warwick, Rhode Island-based registered investment advisor that oversees more than $500 million in client assets. The deal expands Summit’s national RIA platform and strengthens its presence in the Northeast while allowing Ivy’s principals to retain operational control and access Summit’s capital, technology and investment-management resources.
- Buyers
- Summit Financial
- Targets
- Ivy Wealth Management
- Industry
- Financial Services
- Location
- Rhode Island, United States
- Transaction Type
- Growth capital
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