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Financial Services Add-on Acquisitions in 2025
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Full Export
Purchase the full list for Financial Services Add-on Acquisitions in 2025
55 rows · from $55 · CSV + XLSX
Get a point-in-time export of all tracked rows for this page. We email the file immediately after purchase.
What the export looks like
| Date | Title | Buyers | Targets | Industry | Transaction Type | Location | Closing Status |
|---|---|---|---|---|---|---|---|
| 2025-12-31 | Apella Wealth Adds PBMares Wealth Management | Apella Wealth | PBMares Wealth Management, LLC | Financial Services | Addon | Virginia, United States | Confirmed closed |
| 2025-12-12 | MCF Advisors Acquires Accredited Wealth Management | MCF Advisors LLC | Accredited Wealth Management LLC | Financial Services | Addon | Kentucky, United States | Confirmed closed |
| 2025-12-09 | Earned Acquires OJM Group | Earned | OJM Group | Financial Services | Addon | Ohio, United States | Confirmed closed |
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