Announced
Completed
Financials
Sources
Tags
financial services
Acquisition
Diversified Financials
Majority
Private
Single Bidder
distribution of structured investment solutions
investment solutions
Domestic
United States
Completed
Friendly
Synopsis
Pathstone, a hedge fund, completed the acquistion of Advisor Partners, a financial technology firm. Financial terms were not disclsosed. "We are very excited to welcome Advisor Partners to our family. We believe our combination raises the bar for the entire industry – offering tax-optimized solutions is now table stakes to providing services to ultra-high net worth clients. Also, having AP as a sister company to Pathstone will give us a greater ability to deliver access to objective investment advice with market-leading customization built specifically for our clients," Matthew Fleissig, Pathstone President.
© COPYRIGHT 2024 MERGERLINKS LIMITED.
ALL RIGHTS RESERVED.
15 BONHILL STREET, LONDON, EC2A 4DN, UNITED KINGDOM.