Wealthspire to Acquire RoundAngle Advisors
November 10, 2025
Wealthspire agreed to acquire RoundAngle Advisors, a registered investment advisory firm based in Red Bank, New Jersey. The deal is intended to expand Wealthspire’s national platform and provide RoundAngle clients with enhanced resources in areas such as investment research, tax strategy, and estate planning while RoundAngle’s leadership team continues to run the practice and maintain direct client relationships.
- Buyers
- Wealthspire
- Targets
- RoundAngle Advisors
- Industry
- Financial Services
- Location
- New Jersey, United States
- Transaction Type
- Buyout
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