Acquiring Company
OSAIC
Acquired Company
The Finance Couple
ScottsdaleGreenvilleFinancial ServicesFinanceFintechLendingBankingFinancial ServicesFinanceLendingDescription
Osaic, Inc. has announced that The Finance Couple has joined from LPL Financial, bringing $204 million in client assets. Founded by Tim and Wynne Curran in Greenville, South Carolina, the advisory firm focuses on financial planning for couples. This acquisition is aimed at enhancing Osaic's wealth management capabilities.
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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.
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Frequently asked
Who acquired The Finance Couple?
The Finance Couple was acquired by OSAIC, based in Scottsdale. The deal was reported on March 19, 2026. 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 The Finance Couple?
OSAIC's acquisition of The Finance Couple was reported on March 19, 2026. Osaic, Inc. has announced that The Finance Couple has joined from LPL Financial, bringing $204 million in client assets. Founded by Tim and Wynne Curran in Greenville, South Carolina, the advisory firm focuses on financial planning for couples. Fundz records the date the transaction was first publicly reported, sourced from filings and company announcements.
What does The Finance Couple do?
The Finance Couple is a boutique financial planning and asset management firm, specializing in services for couples and women approaching or in retirement. It is privately held, operating in Financial Services, and is based in Greenville.
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