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Recent Wealth Management Acquisitions in Illinois
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Full Export
Purchase the full list for Wealth Management Acquisitions in Illinois
25 rows · from $49 · CSV + XLSX
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| Date | Title | Buyers | Targets | Industry | Transaction Type | Location | Closing Status |
|---|---|---|---|---|---|---|---|
| 2026-10-15 | Simplicity Group Acquires Zen Wealth Management Group | Simplicity Group | Zen Wealth Management Group, Inc. | Wealth Management | Addon | Illinois, United States | Confirmed closed |
| 2026-09-18 | Merit Financial Advisors acquires Tim Brennan and his Commonwealth advisory team | Merit Financial Advisors | Tim Brennan and his team (Commonwealth Financial Network-affiliated practice) | Wealth Management | Buyout | Illinois, United States | Confirmed closed |
| 2026-09-18 | Wealth Partners Capital Group Acquires a Minority Stake in Curi Capital | Wealth Partners Capital Group | Curi Capital | Wealth Management | Growth capital | Illinois, United States | Confirmed closed |
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