WisdomTree to Acquire Ceres Partners LLC to Enter U.S. Farmland Private Markets

Wealthspire's Ground Control Acquires Ceres Financial Management

January 6, 2026

Financial Services

Wealthspire’s Ground Control Business Management has acquired Los Angeles-based Ceres Financial Management, LLC. The acquisition will fold Ceres into Ground Control’s operations and expand the firm’s business-management and wealth services footprint in Southern California for high-net-worth clients, with Ceres founder Craig Shenkler joining as a managing director.

Proterra Investment Partners Acquires AcreTrader from Acres.com

August 12, 2025

Financial Services

Proterra Investment Partners, a Minneapolis-based alternative asset manager, has acquired AcreTrader, the farmland investment platform founded by Carter Malloy and previously part of Acres.com. AcreTrader will operate as part of Proterra to scale farmland offerings and broaden investor access while Acres.com remains an independent business; financial terms were not disclosed.

WisdomTree to Acquire Atlantic House Holdings

March 16, 2026

Cloud & SaaS

WisdomTree, a global asset manager and ETF provider, has entered into a definitive agreement to acquire Atlantic House Holdings Limited, a London derivatives-focused investment manager, for approximately £150 million (about $200 million). The deal is expected to close in the second quarter of 2026, subject to regulatory approvals and customary conditions.

Wealthspire Advisors Acquires Walden Wealth Partners

May 18, 2024

Wealth Management

Wealthspire Advisors, an independent registered investment advisor, has entered an agreement to acquire Walden Wealth Partners, a registered investment advisor firm in the Cleveland metro area (Beachwood, Ohio). The deal adds roughly $420 million in assets under management and expands Wealthspire’s presence in the Midwest by adding a location in the Cleveland metro area.

Cerity Partners Merges with Daintree Advisors

March 1, 2022

Wealth Management

Cerity Partners has merged with Boston-based Daintree Advisors, combining Daintree’s New England wealth management practice into Cerity’s national platform and operating under the Cerity Partners name. The transaction deepens Cerity’s East Coast presence and expands its wealth management, tax and financial planning capabilities.

Cerity Partners Merges With Verus Investments

February 11, 2026

Wealth Management

Cerity Partners, an independent U.S. wealth and investment management firm, announced it will merge with institutional investment consulting and advisory firm Verus Investments. The combined organization will operate under the Cerity Partners brand and is expected to expand Cerity’s institutional research and advisory capabilities, with the deal slated to close at the end of Q1 2026 subject to regulatory approvals.