Wealth Enhancement Group has acquired Financial Management Concepts, led by founder and president Brian Fricke. The deal, whose financial terms...
Acquires
Amazon acquired Veeqo, an eCommerce software company that makes tools to help online businesses sell products on and off Amazon,...
AUSTIN, Texas--(BUSINESS WIRE)--Bluespring Wealth Partners, LLC, an industry-leading acquirer and partner of best-in-class wealth management firms, today announced the acquisition...
The top 15 accounting and business advisory firm BKD CPAs & Advisors has acquired the Phoenix firm Schmidt Westergard, effective...
OVERLAND PARK, Kan., Jan. 4, 2022 /PRNewswire/ -- Creative Planning Inc. ("Creative Planning"), one of the nation's largest Registered Investment Advisers...
BOSTON--(BUSINESS WIRE)--Numerated, the Inc. 5000’s fastest-growing fintech SaaS company, has acquired Fincura Inc., adding spreading automation and financial analysis to...
Wealth Enhancement Group is acquiring Vivid Financial Management, a hybrid RIA based in central California with $674 million in client assets...
Connectus Wealth Advisers, a division of Focus Financial Partners, has acquired three wealth management firms in the past week—one in the United...
UnitedHealthcare has acquired PreferredOne, a health insurer based in Golden Valley, in a deal that promises to help the nation's...
BLOOMFIELD HILLS, Mich.--(BUSINESS WIRE)--Aug 3, 2021--O2 Investment Partners (“O2”) ( www.o2investment.com ) is pleased to announce that SIB Fixed Cost...