Announced
Completed
Financials
Tags
advisory services
Diversified Financials
Majority
Private
Single Bidder
Completed
Acquisition
United States
financial services
Domestic
Friendly
Synopsis
Dynasty Financial Partners, an asset management company, completed the acquisition of TruClarity Management Solutions, a financial advisorsy company. Financial terms were not disclosed. “We look forward to the opportunity to welcome TruClarity to the Dynasty Network. Given Dynasty’s leadership and scale as the largest integrated platform services company serving the RIA space, we will continue to selectively look at acquisition opportunities with an eye towards providing better service to our RIA clients, helping them better care for their clients, and assisting them in building better businesses while continuing to grow our network of RIAs,” Justin Weinkle, Dynasty CFO.
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