Announced
Financials
Tags
wealth management
Private
Majority
Asset Managers and Custodians
Pending
Single Bidder
Friendly
United States
Acquisition
Domestic
Synopsis
NFP-backed Wealthspire Advisors, an independent investment adviser, agreed to acquire Private Capital Group, a wealth management firm. Financial terms are not disclosed. “Being part of Wealthspire will bring additional value to our clients and expand opportunities for our dedicated associates. Private Capital Group was founded with a ‘Serve First’ philosophy, so we are looking forward to fully integrating with Wealthspire and becoming part of a dynamic firm that shares our passion for client service and deep fiduciary commitment," Ben Kille, Private Capital Group Founder and Managing Member.
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