Announced

Wealthspire Advisors to acquire RoundAngle Advisors.

Synopsis

Wealthspire Advisors, an investment advisory firm, agreed to acquire RoundAngle Advisors, a company which provides personalized financial planning and investment advisory services. Financial terms were not disclosed. The addition underscores Wealthspire’s ongoing commitment to partnering with advisors who share its focus on strong client relationships, thoughtful planning, and personalized advice.

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