Acquiring Company
OnePoint BFG Wealth Partners
Acquired Company
Bast Financial Group
ParsippanyTampaFinancial ServicesFinanceFinancial ServicesFinanceLendingConsultingDescription
OnePoint BFG Wealth Partners has acquired Bast Financial Group, expanding its presence in Florida. The acquisition was announced on September 4, 2026. This move adds approximately $400 million in assets under management. Bast and her team will join OnePoint BFG to enhance client services.
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Based on deal dataFrequently asked
Who acquired Bast Financial Group?
Bast Financial Group was acquired by OnePoint BFG Wealth Partners, based in Parsippany. The deal was reported on September 10, 2026. OnePoint BFG Wealth Partners is a registered investment advisor backed by Rise Growth Partners. The firm focuses on providing a comprehensive range of financial services to its clients. OnePoint BFG Wealth Partners is privately held and operates in Financial Services.
When did OnePoint BFG Wealth Partners acquire Bast Financial Group?
OnePoint BFG Wealth Partners's acquisition of Bast Financial Group was reported on September 10, 2026. OnePoint BFG Wealth Partners has acquired Bast Financial Group, expanding its presence in Florida. The acquisition was announced on September 4, 2026. This move adds approximately $400 million in assets under management. Fundz records the date the transaction was first publicly reported, sourced from filings and company announcements.
What does Bast Financial Group do?
Bast Financial Group is a wealth management firm based in Tampa, Florida. Led by founder Rebecca Bast, the firm provides personalized financial advisory services. They focus on managing investments and wealth for clients. It is privately held, operating in Financial Services, and is based in Tampa.
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