Acquiring Company
Wealthspire
Acquired Company
Marin Financial Advisors
New YorkLarkspurFinancial ServicesFinanceFintechFinancial ServicesFinanceLendingBankingDescription
Wealthspire Advisors has announced the acquisition of Marin Financial Advisors, enhancing its service offerings in Northern California. The deal aims to strengthen client support and expand resources in financial guidance. Principal Colin Drake and his team will continue to serve their clients during the transition. This acquisition reflects Wealthspire's commitment to partnering with like-minded advisors.
Quick answer
Wealthspire is acquiring Marin Financial Advisors, announced August 26, 2025. Wealthspire is based in New York, New York, United States.
- How much did Wealthspire pay for Marin Financial Advisors?
- The deal value was not disclosed.
- What does Wealthspire do?
- Wealthspire is a leading wealth management, retirement advisory, and business management firm serving individuals, families, endowments, and institutions across the United States, Canada, and the United Kingdom.
- Where are Wealthspire and Marin Financial Advisors based?
- Wealthspire is based in New York, New York, United States. Marin Financial Advisors is based in Larkspur, California, United States.
- Who are the decision-makers at Wealthspire?
- Fundz holds 2 contacts at Wealthspire. Names and contact details are shown to Fundz members.
Source: Fundz verified event record.
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- Hope Bancorp completes acquisition of Territorial Bancorp (July 25, 2025)
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Who to call at Wealthspire, and when
When Wealthspire changes hands, the new owners review vendors, systems and leadership. That is when the door opens.
- An alert the day Wealthspire raises, hires an executive or expands, scored against what you sell
- The decision-makers there, with verified emails
- Who you already know at Wealthspire, from your own LinkedIn network
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Related People
Frequently asked
Who acquired Marin Financial Advisors?
Marin Financial Advisors was acquired by Wealthspire, based in New York. The deal was reported on August 26, 2025. Wealthspire is a leading wealth management, retirement advisory, and business management firm serving individuals, families, endowments, and institutions across the United States, Canada, and the United Kingdom. Wealthspire is privately held and operates in Financial Services.
When did Wealthspire acquire Marin Financial Advisors?
Wealthspire's acquisition of Marin Financial Advisors was reported on August 26, 2025. Wealthspire Advisors has announced the acquisition of Marin Financial Advisors, enhancing its service offerings in Northern California. The deal aims to strengthen client support and expand resources in financial guidance. Fundz records the date the transaction was first publicly reported, sourced from filings and company announcements.
What does Marin Financial Advisors do?
Marin Financial Advisors is a boutique registered investment advisor with over $380 million in assets under management. Established in 1987, the firm provides personalized financial guidance to individuals and families. It is privately held, operating in Financial Services, and is based in Larkspur.
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