Summit Financial completes $420M asset acquisition of Southeast Financial Group, Radiance Private Wealth, and Silvertree Retirement Planning to enhance wealth management services
Acquiring Company
Summit Financial Advisors
Acquired Company
Southeast Financial Group Radiance Private Wealth Silvertree Retirement Planning
DublinFinancial ServicesFinancial ServicesDescription
Summit Financial, a preeminent investment advisory firm, has strategically acquired Southeast Financial Group, Radiance Private Wealth, and Silvertree Retirement Planning. With this acquisition, Summit aims to enhance its wealth management services by providing comprehensive resources, investment solutions, and alternative investments to the acquired firms, while fostering continuity and autonomy for their original leadership and core teams.
Quick answer
Summit Financial Advisors is acquiring Southeast Financial Group Radiance Private Wealth Silvertree Retirement Planning for $420 million, announced November 25, 2024. Summit Financial Advisors is based in Dublin, California, United States.
- How much did Summit Financial Advisors pay for Southeast Financial Group Radiance Private Wealth Silvertree Retirement Planning?
- The reported deal value is $420 million.
- What does Summit Financial Advisors do?
- Summit Financial Advisors is a boutique advisory firm co-founded in 1998, specializing in personalized wealth management.
- Where are Summit Financial Advisors and Southeast Financial Group Radiance Private Wealth Silvertree Retirement Planning based?
- Summit Financial Advisors is based in Dublin, California, United States.
Source: Fundz verified event record.
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Who to call at Summit Financial Advisors, and when
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Frequently asked
Who acquired Southeast Financial Group Radiance Private Wealth Silvertree Retirement Planning?
Southeast Financial Group Radiance Private Wealth Silvertree Retirement Planning was acquired by Summit Financial Advisors, based in Dublin. The deal was reported on November 25, 2024. Summit Financial Advisors is a boutique advisory firm co-founded in 1998, specializing in personalized wealth management. The firm serves high-net-worth clients with a focus on fiduciary principles and integrity. Summit Financial Advisors is privately held and operates in Financial Services.
When did Summit Financial Advisors acquire Southeast Financial Group Radiance Private Wealth Silvertree Retirement Planning?
Summit Financial Advisors's acquisition of Southeast Financial Group Radiance Private Wealth Silvertree Retirement Planning was reported on November 25, 2024. Summit Financial, a preeminent investment advisory firm, has strategically acquired Southeast Financial Group, Radiance Private Wealth, and Silvertree Retirement Planning. Fundz records the date the transaction was first publicly reported, sourced from filings and company announcements.
What does Southeast Financial Group Radiance Private Wealth Silvertree Retirement Planning do?
Southeast Financial Group, Radiance Private Wealth, and Silvertree Retirement Planning provide dedicated and comprehensive wealth management services to their high-net-worth clients. It is privately held, operating in Financial Services.
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