Announced

Completed

Corient completed the acquisition of Northeast Financial Consultants.

Synopsis

Corient, a wealth management firm, completed the acquisition of Northeast Financial Consultants, a Connecticut-based registered investment advisor firm. Financial terms are not disclosed. “We began as a financial planning and tax advisory firm and have grown into a multi-family office serving the evolving needs and legacies of ultra-high-net-worth families. Corient and its partnership model will enable us to take the next step -- allowing us to continue serving our clients with the same integrity and focus, while benefiting from expanded capabilities and a deep bench of talent. It’s this combination that makes it possible for us to do even more for our clients,” Elwood Davis, Northeast Financial Founder and President.

Show Details & Financials

Did you work on this deal?

Claim Deal

Showcase your expertise to over 3 million dealmakers and industry leaders on Datasite.

Claim Deal

All rights reserved. Copyright © 2025 Datasite