Acquiring Company
Praxis Solutions
Acquired Company
WEALTHAWK
San DiegoSan DiegoInformation TechnologySoftwareEventsArtificial IntelligenceEvent ManagementDescription
Praxis Solutions has announced the acquisition of WEALTHAWK, an innovative lead generation platform for financial advisors. WEALTHAWK specializes in identifying critical financial life events, enhancing advisors' ability to connect with clients. This acquisition represents a strategic expansion for Praxis, combining cutting-edge technology with industry expertise. Both companies aim to transform the advisor-client engagement process.
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Who to call at Praxis Solutions, and when
When Praxis Solutions changes hands, the new owners review vendors, systems and leadership. That is when the door opens.
- An alert the day Praxis Solutions raises, hires an executive or expands, scored against what you sell
- The decision-makers there, with verified emails
- Who you already know at Praxis Solutions, from your own LinkedIn network
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Frequently asked
Who acquired WEALTHAWK?
WEALTHAWK was acquired by Praxis Solutions, based in San Diego. The deal was reported on September 25, 2025. Praxis Solutions is a San Diego-based technology-enabled solutions provider that transforms the businesses of wealth and asset management firms. Praxis Solutions is privately held and operates in Information Technology.
When did Praxis Solutions acquire WEALTHAWK?
Praxis Solutions's acquisition of WEALTHAWK was reported on September 25, 2025. Praxis Solutions has announced the acquisition of WEALTHAWK, an innovative lead generation platform for financial advisors. WEALTHAWK specializes in identifying critical financial life events, enhancing advisors' ability to connect with clients. Fundz records the date the transaction was first publicly reported, sourced from filings and company announcements.
What does WEALTHAWK do?
WEALTHAWK is an AI technology platform designed for identifying 'money-in-motion' events for financial advisors. The platform has been recognized with industry awards and has a robust database of over 400,000 prospects. It is privately held, operating in Events, and is based in San Diego.
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