Request Deal Involvement

Atria Wealth Solutions completed the acquisition of Grove Point Financial from Kestra Financial.

Identify your role

Select the side you represented in this transaction, and provide your current job title.

Service Providers

William Blair & Co

financial advisors

William Blair & Co

Haven Tower Group

pr advisors

Haven Tower Group

Gregory FCA

pr advisors

Gregory FCA

Goldman Sachs

financial advisors

Goldman Sachs

or

Principals

GROVE POINT FINANCIAL

target

GROVE POINT FINANCIAL

ATRIA WEALTH SOLUTIONS

bidder

ATRIA WEALTH SOLUTIONS

KESTRA FINANCIAL

vendor

KESTRA FINANCIAL

Principals or Service Provider not listed?Add missing Service Provider or Principal

Enter your Job Title on this deal

This title will appear on your profile next to this deal involvement.


To help us verify your involvement, please include links to any relevant publications that mention you or your company's role in this deal:

All rights reserved. Copyright © 2025 Datasite

MergerLinks - Request Credit - Atria Wealth Solutions completed the acquisition of Grove Point Financial from Kestra Financial.