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Sector
Wealth Management
Companies, acquisitions, funding rounds and active investors across the Wealth Management sector.
Companies
30,369
Acquisitions
1,159
Total Funding
$224.04B
Funding Rounds
2,531
Active Investors
10
Wealth Management Acquisitions
1,159 results
| Acquiree Name | Acquirer Name | Acquiree Industries | Acquiree Hq Country | ||
|---|---|---|---|---|---|
| Aberdein Considine Wealth | — | 2026-09-08 | Shackleton | Financial ServicesWealth ManagementInvestment AdvisoryReal Estate | United Kingdom |
| Arbor Capital Management | — | 2026-09-03 | Wealth Enhancement Group | Career PlanningFinancial ServicesRisk ManagementWealth Management | United States |
| High Falls Advisors | — | 2026-09-01 | Allworth Financial | AdviceConsultingFinancial ServicesWealth Management | United States |
| Servo Wealth Management | — | 2026-08-20 | Wealth Enhancement Group | Financial ServicesWealth Management | United States |
| RPI Financial Life Planners | $400M | 2026-08-19 | Stratos Wealth Enterprises | Financial PlanningInvestment ManagementInsuranceWealth Management | — |
1–5 of 1,159Show
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Wealth Management Funding Rounds
2,531 results
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| Organization Name | Funding Type | Lead Investor Names | Org Hq Country | ||
|---|---|---|---|---|---|
1–5 of 2,531Show
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Top Wealth Management Investors
- Y Combinator19 rounds
- Techstars15 rounds
- Tenity12 rounds
- Peak XV Partners9 rounds
- Google for Startups8 rounds
- MassChallenge8 rounds
- Constellation Wealth Capital7 rounds
- The Founders Arena6 rounds
- Accel6 rounds
- Portage Ventures6 rounds
Top Wealth Management Companies
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