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Wealth Management Acquisitions in 2026
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Full Export
Purchase the full list for Wealth Management Acquisitions in 2026
158 rows · from $158 · CSV + XLSX
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| Date | Title | Buyers | Targets | Industry | Transaction Type | Location | Closing Status |
|---|---|---|---|---|---|---|---|
| 2026-10-29 | Modern Wealth Management Acquires 4thGEN Wealth Management | Modern Wealth Management | 4thGEN Wealth Management | Wealth Management | Buyout | California, United States | Confirmed closed |
| 2026-10-23 | Robertson Stephens Combines with Alpha Investment Consulting Group | Robertson Stephens Wealth Management | Alpha Investment Consulting Group | Wealth Management | Buyout | Wisconsin, United States | Confirmed closed |
| 2026-10-23 | Sequoia Financial Group Acquires Quish | Sequoia Financial Group | Quish | Wealth Management | Buyout | Colorado, United States | Confirmed closed |
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