Operating Company Financial Services

Horizon

Charlotte, North Carolina, United States

Formerly known as Horizon Investments, Horizon Investments LLC, Horizon Investments, LLC

Provides modern goals-based investment solutions to financial advisors, combining proprietary technology with investment and practice support. Offers advisory growth support alongside investment solutions (including in-house capabilities strengthened via acquisitions).

Focus Areas
Goals-based investing, Wealth management technology / advisor platforms, Investment management

Tracked deals

3

3 tracked deals across 2025-2026.

Recent pace

2

2 tracked deals announced in the last 12 months.

Deal mix

Buyout

3 buyout

Horizon Acquisition Volume by Year

Last 2 years

Acquisition volume by year Annual acquisition counts for the last 2 years for Horizon. 1 2025 ~3 est. 2 2026
Actual Full-year estimate

Supporting Data

Recent Transactions

  • Horizon Acquires LSA Portfolio Analytics
    September 25, 2026
    Buyer
    Horizon
    Target
    LSA Portfolio Analytics
    Industry
    Financial Services
    Location
    Missouri, United States
    Type
    Buyout

    Horizon, a wealth services firm headquartered in Charlotte, North Carolina, completed its acquisition of LSA Portfolio Analytics, a Missouri-based provider of outsourced chief investment officer (OCIO) services. The deal expands Horizon’s OCIO and investment consulting capabilities for independent financial advisors, serving more than 200 advisory firms nationwide.

  • Horizon Completes Acquisition of Anfield Capital Management
    June 30, 2026
    Buyer
    Horizon
    Target
    Anfield Capital Management
    Industry
    Financial Services
    Location
    California, United States
    Type
    Buyout

    Horizon has completed its acquisition of Anfield Capital Management, an Irvine, California-based asset management firm specializing in fixed income. The deal adds Anfield’s institutional fixed income expertise, outsourced chief investment officer (OCIO) capabilities, mutual funds, and ETFs to Horizon’s suite of solutions for financial advisors.

  • Horizon Investments Acquires Majority of Centre Asset Management
    April 22, 2025
    Buyer
    Horizon Investments, LLC
    Target
    Centre Asset Management
    Industry
    Wealth Management
    Location
    New York, United States
    Type
    Buyout

    Horizon Investments has closed its previously announced acquisition of a majority of the assets of Centre Asset Management, a New York–based active equity manager founded in 2006. The deal strengthens Horizon’s in-house investment capabilities for the financial advisor market and establishes an in-market presence in New York; terms were not disclosed.

Related Acquisition Pages

Financial Services Buyers & Acquisitions 2 tracked deals by Horizon. Wealth Management Buyers & Acquisitions 1 tracked deal by Horizon. Acquisitions in California 1 tracked deal by Horizon. Acquisitions in Missouri 1 tracked deal by Horizon. Acquisitions in New York 1 tracked deal by Horizon.

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