Announced
Completed
Synopsis
Bluespring Wealth Partners-backed US Financial Services completed the merger with Front Porch Financial, a wealth management firm. Financial terms were not disclosed. "For Bluespring, this partnership strengthens our community of partner firms and for Front Porch, clients will continue to benefit from the collaborative, forward-thinking approach to wealth management that they’ve come to experience via the Kestra ecosystem," Josh Bartholomew, Bluespring Wealth Partners Head of Business Development.
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