Announced
Completed
Synopsis
Bluespring Wealth Partners, an aggregator of both independent RIAs and hybrid wealth management firms, completed the acquisition of New Wall Street, a Green Bay, Wisconsin–based wealth management firm serving individuals and families with financial planning and investment advisory services. Financial terms were not disclosed. "New Wall Street exemplifies the kind of entrepreneurial spirit and client-first mindset we value at Bluespring," Pradeep Jayaraman, Bluespring Wealth Partners President.
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 (1)
By continuing, you agree to our Terms & Conditions and our Data Privacy Policy