Announced
Financials
Sources
Tags
Single Bidder
Domestic
Pending
Management Consulting
Private
Acquisition
Friendly
Minority
United States
financial advisory
Synopsis
Hightower, a financial services firm, agreed to invest in Altium Wealth Management, a financial advisory firm. Financial terms were not disclosed. “Altium is a fast-growing business that is passionate about providing clients with tax-aware planning and portfolios that align with their individual goals, delivered via personalized consulting and their direct-indexing solutions. We are excited to leverage Altium’s specialized portfolio customization capabilities and make them available to Hightower advisors and clients while, at the same time, supporting the Altium team in attracting new client relationships and scaling," Bob Oros, Hightower Chairman and CEO.
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