Financial services GTCR Completes Acquisition of Fiduciary Trust CompanyFiduciary Trust Co. is a Boston-based provider of wealth management, trustee and custody services. April 22, 2026
Financial services IQ-EQ Purchases Concord Trust Co.The Concord transaction closely follows IQ-EQ's acquisition of Constellation Advisers and Blue River Partners. April 9, 2021
Financial services Envestnet Acquires Harvest Savings & WealthHarvest's automated micro-saving technology made it a fit for Envestnet's financial wellness mission. April 8, 2021