Acquiring Company
Cetera
Acquired Company
iTP Partners
BuffaloNew YorkFinancial ServicesFinanceLendingConsultingFinancial ServicesFinanceDescription
Cetera has officially welcomed iTP Partners into its fold, along with their independent RIA, Blue Horizon Equity. This partnership aims to leverage Cetera's technology and services platform, Blueprint, to support iTP's growth and operational independence. Founded by financial advisors Bob Sansone and Jeff Hartman, iTP oversees around $3.5 billion in assets across nearly 50 advisors.
Quick answer
Cetera is acquiring iTP Partners, announced August 4, 2026. Cetera is based in Buffalo, New York, United States.
- How much did Cetera pay for iTP Partners?
- The deal value was not disclosed.
- What does Cetera do?
- Cetera is a financial advisory firm that provides wealth management and advisory services to individual and institutional clients.
- Where are Cetera and iTP Partners based?
- Cetera is based in Buffalo, New York, United States. iTP Partners is based in New York, United States.
- Who are the decision-makers at Cetera?
- Fundz holds 2 contacts at Cetera. Names and contact details are shown to Fundz members.
Source: Fundz verified event record.
Other recent acquisitions in Financial Services and Finance
Deals where the buyer or target shares a sector with this one, within 45 days, from Fundz verified event records.
- The Bonadio Group acquires T. Gschwender & Associates (August 6, 2026)
- Perella Weinberg to acquire Gleacher Shacklock (July 31, 2026)
- Parallel Advisors acquires Eaton Financial Group (July 1, 2026)
- Cetera acquires Marmo Financial Group to grow RIA (June 25, 2026)
- Gateway First Bank acquires Colonial Savings (September 17, 2026)
- Apella Wealth acquires Morris Financial Concepts (September 15, 2026)
Who to call at Cetera, and when
When Cetera changes hands, the new owners review vendors, systems and leadership. That is when the door opens.
- An alert the day Cetera raises, hires an executive or expands, scored against what you sell
- The decision-makers there, with verified emails
- Who you already know at Cetera, from your own LinkedIn network
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Frequently asked
Who acquired iTP Partners?
iTP Partners was acquired by Cetera, based in Buffalo. The deal was reported on August 4, 2026. Cetera is a financial advisory firm that provides wealth management and advisory services to individual and institutional clients. The company focuses on growth and succession planning to meet the needs of its clients. Cetera is privately held and operates in Financial Services.
When did Cetera acquire iTP Partners?
Cetera's acquisition of iTP Partners was reported on August 4, 2026. Cetera has officially welcomed iTP Partners into its fold, along with their independent RIA, Blue Horizon Equity. This partnership aims to leverage Cetera's technology and services platform, Blueprint, to support iTP's growth and operational independence. Fundz records the date the transaction was first publicly reported, sourced from filings and company announcements.
What does iTP Partners do?
iTP Partners is a financial advisory firm overseeing approximately $3.5 billion in assets under administration. Co-founded by Bob Sansone and Jeff Hartman, the firm emphasizes a culture of independence and shared ownership among its advisors. It is privately held, operating in Financial Services, and is based in New York.
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