Focus Financial Partners Inc. to acquire Custom Portfolio Group LLC to enhance wealth management capabilities
Acquiring Company
Focus Financial Partners
Acquired Company
Custom Portfolio Group
SeattleDenverFinancial ServicesFinanceLendingFinancial ServicesFinanceAngel InvestmentNon ProfitDescription
Focus Financial Partners Inc., a leading partnership of fiduciary wealth management and related financial services firms, has entered into a definitive agreement to acquire Custom Portfolio Group LLC. This acquisition will provide Custom Portfolio Group LLC with access to Transform Wealth's financial planning and investment advisory capabilities, while also enabling Transform to expand its strong footprint in Colorado.
Quick answer
Focus Financial Partners is acquiring Custom Portfolio Group, announced September 26, 2024. Focus Financial Partners is based in Seattle, Washington, United States.
- How much did Focus Financial Partners pay for Custom Portfolio Group?
- The deal value was not disclosed.
- What does Focus Financial Partners do?
- Focus Financial is a company that has been successful in implementing an aggressive hub merger strategy.
- Where are Focus Financial Partners and Custom Portfolio Group based?
- Focus Financial Partners is based in Seattle, Washington, United States. Custom Portfolio Group is based in Denver, Colorado, United States.
- Who are the decision-makers at Focus Financial Partners?
- Fundz holds 1 contact at Focus Financial Partners. Names and contact details are shown to Fundz members.
Source: Fundz verified event record.
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Who to call at Focus Financial Partners, and when
When Focus Financial Partners changes hands, the new owners review vendors, systems and leadership. That is when the door opens.
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- The decision-makers there, with verified emails
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Frequently asked
Who acquired Custom Portfolio Group?
Custom Portfolio Group was acquired by Focus Financial Partners, based in Seattle. The deal was reported on September 26, 2024. Focus Financial is a company that has been successful in implementing an aggressive hub merger strategy. It has recently announced the addition of four key executives to its C-suite leadership. Focus Financial Partners is privately held and operates in Financial Services.
When did Focus Financial Partners acquire Custom Portfolio Group?
Focus Financial Partners's acquisition of Custom Portfolio Group was reported on September 26, 2024. Focus Financial Partners Inc., a leading partnership of fiduciary wealth management and related financial services firms, has entered into a definitive agreement to acquire Custom Portfolio Group LLC. Fundz records the date the transaction was first publicly reported, sourced from filings and company announcements.
What does Custom Portfolio Group do?
Founded in 2011, CPG is an independent investment management and wealth planning firm that offers tailored, innovative solutions to individuals, families, non-profit organizations, and businesses. It is privately held, operating in Financial Services, and is based in Denver.
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