Acquiring Company
Bluespring Wealth
Acquired Company
New Wall Street
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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Who to call at Bluespring Wealth, and when
When Bluespring Wealth changes hands, the new owners review vendors, systems and leadership. That is when the door opens.
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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.
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