Announced
Completed
Synopsis
Emigrant Partners, a specialist capital and advice partner, completed the investment in MONECO Advisors, a financial planner. Financial terms were not disclosed. "We are excited to welcome the MONECO team to the Emigrant Partners network. MONECO's differentiated client and community-centric model, advisor partnership platform, and organic growth engine are highly compelling. We were thoroughly impressed with MONECO's leadership team and they are well positioned for future growth in the New York Tri-State area," Jenny Souza, Emigrant Partners CEO and President.
Show Details & Financials
Did you work on this deal?
Showcase your expertise to over 3 million dealmakers and industry leaders on Datasite.
Seller Team (4)
Bidder Team (2)
By continuing, you agree to our Terms & Conditions and our Data Privacy Policy
All rights reserved. Copyright © 2025 Datasite