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Osaic acquires majority stake in Innovative Wealth Team

Jul 23, 2025•5 months ago

Acquiring Company

Osaic

Acquired Company

Innovative Wealth Team

ScottsdaleNashvilleFintechFinanceFinanceFinancial Services

Description

Osaic, Inc. has acquired a majority interest in Innovative Wealth Team, enhancing its offerings in succession planning solutions for advisors. This acquisition marks a significant step in Osaic’s strategy to support advisors seeking continuity and succession planning. The partnership will enable advisors to ensure their clients receive consistent care across generations.

Company Information

Company

Osaic

Location

Scottsdale, Arizona, United States

About

Osaic is one of the nation's largest providers of wealth management strategies, supporting approximately 10,500 financial professionals. The company's mission is to support the strategic role that financial professionals can play in the lives of their clients. Osaic champions the enduring value of financial professionals.

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M&A Insights

Based on deal data
Integration timeline
70% of M&A integrations take 12-24 months to complete
Tech stack consolidation
83% of merged companies consolidate technology vendors within first year
Post-acquisition investment
Companies increase IT spending by 23% on average after acquisitions
Success factor
M&A deals with strong technology integration plans are 2.5x more likely to succeed