Cetera successfully closes acquisition of Concourse Financial Group Securities, Inc.
Acquiring Company
Cetera
Acquired Company
Concourse Financial Group
BuffaloBirminghamFinancial ServicesFinanceLendingConsultingFinancial ServicesFinanceDescription
Cetera Financial Group has successfully completed the acquisition of Concourse Financial Group Securities, Inc. (CFGS), encompassing Protective's affiliated retail distribution system. This strategic acquisition adds approximately $12 billion in assets under administration and $4 billion in assets under management to the Cetera Wealth Partners community, reinforcing Cetera's commitment to strategic inorganic growth and expansion in the financial services sector.
Quick answer
Cetera is acquiring Concourse Financial Group, announced February 26, 2025. Cetera is based in Buffalo, New York, United States.
- How much did Cetera pay for Concourse Financial Group?
- The deal value was not disclosed.
- What does Cetera do?
- Cetera is a financial advisory firm that provides wealth management and advisory services to individual and institutional clients.
- Where are Cetera and Concourse Financial Group based?
- Cetera is based in Buffalo, New York, United States. Concourse Financial Group is based in Birmingham, Alabama, United States.
- Who are the decision-makers at Cetera?
- Fundz holds 2 contacts at Cetera. Names and contact details are shown to Fundz members.
Source: Fundz verified event record.
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Frequently asked
Who acquired Concourse Financial Group?
Concourse Financial Group was acquired by Cetera, based in Buffalo. The deal was reported on February 26, 2025. Cetera is a financial advisory firm that provides wealth management and advisory services to individual and institutional clients. The company focuses on growth and succession planning to meet the needs of its clients. Cetera is privately held and operates in Financial Services.
When did Cetera acquire Concourse Financial Group?
Cetera's acquisition of Concourse Financial Group was reported on February 26, 2025. Cetera Financial Group has successfully completed the acquisition of Concourse Financial Group Securities, Inc. (CFGS), encompassing Protective's affiliated retail distribution system. Fundz records the date the transaction was first publicly reported, sourced from filings and company announcements.
What does Concourse Financial Group do?
Concourse Financial Group is dedicated to becoming essential to the success of our financial professionals by providing a single destination for holistic insurance and financial planning support and best-in-class services and solutions. It is privately held, operating in Financial Services, and is based in Birmingham.
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