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Submit Deal

Cover Image WEALTHSPIRE ADVISORS

WEALTHSPIRE ADVISORS

WEALTHSPIRE ADVISORS

Deals Overview

Total Deals4

Valued Deals0

Total Value-

Avg. Deal Size-

Market Context

Parent Company

NFP CORP

19 transactions

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05 Oct 2021|United States|Asset Managers and Custodians

Target: PRIVATE CAPITAL GROUP LLC

Bidder: WEALTHSPIRE ADVISORS

3 Service Providers

2 Target | 1 Bidder

3 Dealmakers

1 Target | 2 Bidder

n/a

Value

22 Nov 2021|United States|Asset Managers and Custodians

Target: PRIVATE OCEAN LLC

Bidder: WEALTHSPIRE ADVISORS

6 Service Providers

3 Target | 3 Bidder

9 Dealmakers

4 Target | 5 Bidder

n/a

Value

29 Nov 2022|United States|Management Consulting

Target: SAGE FINANCIAL ADVISORS

Bidder: WEALTHSPIRE ADVISORS

6 Service Providers

3 Target | 3 Bidder

5 Dealmakers

2 Target | 3 Bidder

n/a

Value

23 Mar 2023|United States|Asset Managers and Custodians

Target: HERON WEALTH

Bidder: WEALTHSPIRE ADVISORS

4 Service Providers

3 Target | 1 Bidder

3 Dealmakers

2 Target | 1 Bidder

n/a

Value

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