Fundz
New|Fundz now works inside Claude2 min

Discover more near‑term opportunities with better event intelligence.

Fundz combines its own real-time funding and M&A intelligence with executive moves, hiring shifts and other company changes, weighs each signal against your ideal customer profile, and delivers a ranked daily shortlist with the context and decision maker to contact. Now it answers in Claude too: ask for today’s leads, then write the note in the same window.

Trusted by

OracleSnowflakeCloudflareLinkedInGoogleSalesforce
4.8/5 on G2· Since 2015

Wealth Enhancement to acquire RWA Wealth Partners

PRIVATESep 30, 2026

Acquiring Company

Wealth Enhancement

Acquired Company

RWA Wealth Partners

MinneapolisNewtonFinancial ServicesFinanceFinance

Description

Wealth Enhancement has announced its agreement to acquire RWA Wealth Partners, enhancing its ultra-high-net-worth capabilities. The merger will allow Wealth Enhancement to integrate RWA's family office model into its services. This partnership aims to better serve families with complex financial needs through a comprehensive advisory approach. The acquisition supports both firms' commitment to providing bespoke financial planning and management.

Company Information

Company

Wealth Enhancement

Location

Minneapolis, Minnesota, United States

About

Wealth Enhancement is a national independent wealth management firm with over $103 billion in client assets, passionately committed to enriching the lives of its clients. The company offers tailored financial plans and investment management services, with specialized knowledge, attentive service, and a team-based approach to personalized financial planning. Wealth Enhancement has 145 offices nationwide and continually seeks to raise the standard of wealth management.

Fundz sees it the moment Wealth Enhancement makes an acquisition, hires an exec or expands, usually minutes after it happens, and tells you who to reach.

Predictive Intelligence
Strategic

ML-powered predictions for Wealth Enhancement's next move

Learn about Strategic plan

Frequently asked

Who acquired RWA Wealth Partners?

RWA Wealth Partners was acquired by Wealth Enhancement, based in Minneapolis. The deal was reported on September 30, 2026. Wealth Enhancement is a national independent wealth management firm with over $103 billion in client assets, passionately committed to enriching the lives of its clients. Wealth Enhancement is privately held and operates in Financial Services.

When did Wealth Enhancement acquire RWA Wealth Partners?

Wealth Enhancement's acquisition of RWA Wealth Partners was reported on September 30, 2026. Wealth Enhancement has announced its agreement to acquire RWA Wealth Partners, enhancing its ultra-high-net-worth capabilities. The merger will allow Wealth Enhancement to integrate RWA's family office model into its services. Fundz records the date the transaction was first publicly reported, sourced from filings and company announcements.

What does RWA Wealth Partners do?

RWA Wealth Partners is a leading independent fiduciary responsible for $15 billion in client assets. It is privately held, operating in Finance, and is based in Newton.

This company was part of an acquisition. Fundz tracks who bought whom, and who to call on both sides.

145 of these a day, filtered to the companies you pick, with the decision-maker attached.

5 screens from a live account. No signup.

Fundz is a real-time business intelligence platform powered by agentic AI that proactively delivers personalized daily signals, including funding rounds, executive changes, M&A activity, 13F institutional filings, SEC 8-K events, investor activity, and website modifications, based on each user's watchlist and ICP. A trusted data source at firms such as BlackRock, Oracle, Kleiner Perkins, LinkedIn, HubSpot, and Cloudflare, Fundz democratizes the institutional-grade intelligence that previously required a PitchBook or Bloomberg terminal. Features include FundzWatch™ for automated website change detection, Daily Briefing for AI-powered daily briefings, and unified cross-signal alerts across 281,000+ organizations. Developers and data teams can access these signals programmatically via the Fundz Funding Data API, with transparent published pricing.