Acquiring Company
Allworth Financial
Acquired Company
Sachetta
FolsomMassachusettsFinanceFintechFinancial ServicesFinanceConsultingAccountingDescription
Allworth Financial has acquired Sachetta, a tax-focused advisory firm based in Lynnfield, Massachusetts, managing $1.1 billion in assets. The acquisition adds 21 professionals to Allworth and strengthens its presence in the Greater Boston area. It marks a significant step in Allworth's growth strategy to enhance its integrated wealth and tax platform. Clients of Sachetta will benefit from Allworth's broader resources while continuing to work with familiar advisors.
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Based on deal dataFrequently asked
Who acquired Sachetta?
Sachetta was acquired by Allworth Financial, based in Folsom. The deal was reported on August 4, 2026. Allworth Financial is a financial advisory firm with a nationwide presence, and it recently acquired Wall Township-based George McKelvey Company. Allworth Financial is privately held and operates in Finance.
When did Allworth Financial acquire Sachetta?
Allworth Financial's acquisition of Sachetta was reported on August 4, 2026. Allworth Financial has acquired Sachetta, a tax-focused advisory firm based in Lynnfield, Massachusetts, managing $1.1 billion in assets. The acquisition adds 21 professionals to Allworth and strengthens its presence in the Greater Boston area. Fundz records the date the transaction was first publicly reported, sourced from filings and company announcements.
What does Sachetta do?
Sachetta is a wealth management and tax advisory firm that oversees $1.1 billion in assets under management. The firm is distinguished by its fully integrated model where tax planning is a core component of client relationships. It is privately held, operating in Financial Services, and is based in Massachusetts.