.
MergerLinks Header Logo

New Deal


Announced

Completed

Pathstone completed the acquistion of Advisor Partners.

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.

Show Details & Financials

Market Context

Sort

Search a database of more than 250,000 verified dealmakers

Receive automated updates on global transactions

Follow the activity, relationships and transactions of top dealmakers

No credit card required

© COPYRIGHT 2024 MERGERLINKS LIMITED.

ALL RIGHTS RESERVED.

15 BONHILL STREET, LONDON, EC2A 4DN, UNITED KINGDOM.

CONTACT US