Wealthspire (NFP) Acquires Judith Heft & Associates
September 16, 2024
Wealthspire Holdings LLC, parent of Wealthspire Advisors and an NFP company, has acquired Judith Heft & Associates, a women-owned firm providing high-touch lifestyle and bill-pay services to affluent clients. The acquisition expands Wealthspire's holistic wealth and family office offering by adding dedicated lifestyle and bill-pay capabilities to better serve high-net-worth families.
- Targets
- Judith Heft & Associates
- Industry
- Financial Services
- Location
- Connecticut, United States
- Transaction Type
- Buyout
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