Question 1

How many Wealth Management acquisitions have there been?

Accepted Answer

There are 1123 recorded acquisitions in the Wealth Management sector spanning 1998-2026, totalling $187.4B in disclosed deal value.

Question 2

Who are the biggest acquirers in Wealth Management?

Accepted Answer

The most active acquirers in Wealth Management include Mercer Advisors, Wealth Enhancement Group, Creative Planning.

Question 3

What are the largest Wealth Management acquisitions ever?

Accepted Answer

The largest disclosed Wealth Management acquisitions include Bank of Montreal's purchase of Bank of The West ($16.3B, 2021), Aon's purchase of NFP ($13.4B, 2023), Nordic Capital's purchase of Ascot Lloyd ($13.0B, 2022).

Question 4

How many Wealth Management acquisitions have there been in the last 1 year?

Accepted Answer

There have been 266 recorded Wealth Management acquisitions in the last year.

Question 5

What is the average Wealth Management deal size?

Accepted Answer

The average disclosed deal size in the Wealth Management sector is $1.3B.

Question 6

What is the median Wealth Management deal size?

Accepted Answer

The median disclosed deal size in the Wealth Management sector is $251.0M.

Question 7

Which year had the most Wealth Management acquisitions?

Accepted Answer

The most Wealth Management acquisitions in a single year were recorded in 2025, with 232 deals.

Datasets

Top Companies

Top Industries

Years (1990-2026)

Wealth Management

Acquisitions in Wealth Management

Funding Rounds in Wealth Management

Most Active Investors

Active Companies

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