The offloading of the company just four years after Goldman acquired it signals the firm’s intention to refocus its attention on the ultra-rich segment where it has a dominant presence.

August 28, 2023

Financial services

Sequoia Financial Group Buys Cirrus Wealth Management

Cirrus is a wealth management firm with $387 million in assets under management as of June 30, 2023

July 19, 2023

Financial services

Pathstone Buys Multifamily Office Veritable

Veritable offers wealth advisory services to ultra-high-net-worth individuals and families.

July 17, 2023

Financial services

Hightower Invests in Ten Capital Wealth Advisors

Ten Capital Wealth Advisors serves as wealth managers to clients including business owners, executives and multi-generational families.

May 8, 2023

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PE-Backed Waverly Advisors Purchases McShane Partners

Pathstone Acquires Crestone Capital

Genstar Reinvests in Cetera

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Sequoia Financial Group Buys Cirrus Wealth Management

Pathstone Buys Multifamily Office Veritable

Hightower Invests in Ten Capital Wealth Advisors

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