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Bluespring Wealth Partners acquires New Wall Street

PRIVATESep 09, 2025

Acquiring Company

Bluespring Wealth

Acquired Company

New Wall Street

AustinGreen BayFinancial ServicesFinancial ServicesFinanceFintechLending

Description

Bluespring Wealth Partners has acquired New Wall Street, a firm based in Green Bay, Wisconsin. This move reflects Bluespring's commitment to partnering with high-performing, client-centric firms. New Wall Street brings a holistic approach to wealth planning and focuses on delivering exceptional client service. The acquisition is part of Bluespring's broader strategy to enhance its network of partners.

Quick answer

Bluespring Wealth is acquiring New Wall Street, announced September 9, 2025. Bluespring Wealth is based in Austin, Texas, United States.

How much did Bluespring Wealth pay for New Wall Street?
The deal value was not disclosed.
What does Bluespring Wealth do?
Bluespring is a premier wealth management platform for advisors and their clients, dedicated to the acquisition and support of quality wealth management firms.
Where are Bluespring Wealth and New Wall Street based?
Bluespring Wealth is based in Austin, Texas, United States. New Wall Street is based in Green Bay, Wisconsin, United States.
Who are the decision-makers at Bluespring Wealth?
Fundz holds 2 contacts at Bluespring Wealth. Names and contact details are shown to Fundz members.

Source: Fundz verified event record.

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Company Information

Company

Bluespring Wealth

Location

5707 Southwest Pkwy

Austin, Texas, United States

About

Bluespring is a premier wealth management platform for advisors and their clients, dedicated to the acquisition and support of quality wealth management firms. It builds a community of entrepreneurially-minded firms focused on their clients’ interests.

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Frequently asked

Who acquired New Wall Street?

New Wall Street was acquired by Bluespring Wealth, based in Austin. The deal was reported on September 9, 2025. Bluespring is a premier wealth management platform for advisors and their clients, dedicated to the acquisition and support of quality wealth management firms. Bluespring Wealth is privately held and operates in Financial Services.

When did Bluespring Wealth acquire New Wall Street?

Bluespring Wealth's acquisition of New Wall Street was reported on September 9, 2025. Bluespring Wealth Partners has acquired New Wall Street, a firm based in Green Bay, Wisconsin. This move reflects Bluespring's commitment to partnering with high-performing, client-centric firms. Fundz records the date the transaction was first publicly reported, sourced from filings and company announcements.

What does New Wall Street do?

New Wall Street is a financial services firm that prioritizes a holistic approach to wealth planning for individuals and families. Founded in 2012, the firm focuses on delivering a white-glove experience with a low advisor-to-client ratio. It is privately held, operating in Financial Services, and is based in Green Bay.

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

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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 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.