Acquiring Company
OSAIC
Acquired Company
CW Advisors
ScottsdaleBostonFinancial ServicesFinanceFintechLendingBankingFinancial ServicesFinanceDescription
Osaic, Inc. has officially completed its acquisition of CW Advisors, LLC. This strategic move enhances Osaic’s employee-based advisor model and expands its services to high-net-worth markets. CW Advisors will remain operationally independent and continue delivering exceptional service to its clients. Approximately 150 professionals from CW Advisors have joined Osaic as part of this transaction.
Quick answer
OSAIC is acquiring CW Advisors, announced August 12, 2025. OSAIC is based in Scottsdale, Arizona, United States.
- How much did OSAIC pay for CW Advisors?
- The deal value was not disclosed.
- What does OSAIC do?
- Osaic, Inc. ("Osaic"), a portfolio company of Reverence Capital Partners, is one of the nation's largest providers of wealth management solutions, supporting over 10,500 financial professionals.
- Where are OSAIC and CW Advisors based?
- OSAIC is based in Scottsdale, Arizona, United States. CW Advisors is based in Boston, Massachusetts, United States.
- Who are the decision-makers at OSAIC?
- Fundz holds 3 contacts at OSAIC. Names and contact details are shown to Fundz members.
Source: Fundz verified event record.
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Who to call at OSAIC, and when
When OSAIC changes hands, the new owners review vendors, systems and leadership. That is when the door opens.
- An alert the day OSAIC raises, hires an executive or expands, scored against what you sell
- The decision-makers there, with verified emails
- Who you already know at OSAIC, from your own LinkedIn network
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Frequently asked
Who acquired CW Advisors?
CW Advisors was acquired by OSAIC, based in Scottsdale. The deal was reported on August 12, 2025. Osaic, Inc. ("Osaic"), a portfolio company of Reverence Capital Partners, is one of the nation's largest providers of wealth management solutions, supporting over 10,500 financial professionals. OSAIC is privately held and operates in Financial Services.
When did OSAIC acquire CW Advisors?
OSAIC's acquisition of CW Advisors was reported on August 12, 2025. Osaic, Inc. has officially completed its acquisition of CW Advisors, LLC. This strategic move enhances Osaic’s employee-based advisor model and expands its services to high-net-worth markets. Fundz records the date the transaction was first publicly reported, sourced from filings and company announcements.
What does CW Advisors do?
CW Advisors, LLC (CWA) is a Boston-based registered investment advisor (RIA) that develops innovative wealth solutions for high-net-worth and ultra-high-net-worth individuals, families, foundations, and endowments. It is privately held, operating in Financial Services, and is based in Boston.
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