Announced
Completed
Synopsis
Summit Partners-backed RWA Wealth Partners, a national independent and boutique wealth management firm, completed the acquisition of Moirai Wealth Management, a San Francisco-based independent registered investment advisor. Financial terms were not disclosed. "Karen has built an outstanding firm over the past 25 years, and we are excited to welcome her and her team to our expanding family office division. Acquisitions like Moirai will be a key part of our growth strategy as we continue to build RWA into one of the consequential boutique wealth management firms in the country," Michelle Knight, RWA Wealth Partners CEO.
Show Details & Financials
Did you work on this deal?
Showcase your expertise to over 3 million dealmakers and industry leaders on Datasite.
Claim DealAll rights reserved. Copyright © 2025 Datasite
Bidder Team (4)
By continuing, you agree to our Terms & Conditions and our Data Privacy Policy