Waterloo Capital Acquires Equity Stake in Ironclad Wealth
July 1, 2026
Waterloo Capital, L.P., a registered investment adviser headquartered in Austin, Texas, acquired an equity stake in Austin-based Ironclad Wealth. Effective July 1, 2026, the combined firms will operate under the Waterloo Capital name, expanding access for Ironclad Wealth’s clients to Waterloo’s institutional-grade asset management, advanced financial planning, and family office services.
- Buyers
- Waterloo Capital, L.P.
- Targets
- Ironclad Wealth
- Industry
- Wealth Management
- Location
- Texas, United States
- Transaction Type
- Addon
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