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FREEDOM ADVISORS

HQ - Hartford

Summary

Freedom Advisors is a turnkey asset-management platform (TAMP), offering independent financial advisors outsourced operations, investment model portfolios and practice-support services.

Deals Overview

Total Deals1

Valued Deals0

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Market Context

Senior Management

Bob Herrmann
CEO
Steven M. Daignault
CFO

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04 Aug 2025|United States|Asset Managers and Custodians

Target: FREEDOM ADVISORS (TAMP ASSETS)

Bidder: GEOWEALTH

4 Service Providers

2 Bidder | 2 Vendor

5 Dealmakers

3 Bidder | 2 Vendor

n/a

Value

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