Acquiring Company
Bluespring Wealth Partners
Acquired Company
SHP Financial
AustinPlymouthSustainabilityFinancial ServicesFinanceFintechFinanceFintechDescription
Bluespring Wealth Partners has announced the acquisition of SHP Financial, marking a significant expansion in New England. The SHP team is recognized for their disciplined client approach and manages about $2.3 billion in assets. This acquisition follows a strong growth trajectory for Bluespring, enhancing their community of wealth management firms.
Quick answer
Bluespring Wealth Partners is acquiring SHP Financial, announced February 10, 2026. Bluespring Wealth Partners is based in Austin, Texas, United States.
- How much did Bluespring Wealth Partners pay for SHP Financial?
- The deal value was not disclosed.
- What does Bluespring Wealth Partners do?
- Bluespring is the premier wealth management platform for advisors and their clients, dedicated to the acquisition and support of quality wealth management firms.
- Where are Bluespring Wealth Partners and SHP Financial based?
- Bluespring Wealth Partners is based in Austin, Texas, United States. SHP Financial is based in Plymouth, Massachusetts, United States.
- Who are the decision-makers at Bluespring Wealth Partners?
- Fundz holds 1 contact at Bluespring Wealth Partners. Names and contact details are shown to Fundz members.
Source: Fundz verified event record.
Other recent acquisitions in Sustainability and Financial Services
Deals where the buyer or target shares a sector with this one, within 45 days, from Fundz verified event records.
- Plutus Financial to acquire New Providence Acquisition (March 16, 2026)
- Abra to merge with New Providence for Nasdaq listing (March 16, 2026)
- Horizon Technology Finance merges with Monroe Capital (March 16, 2026)
- Atlanticus acquires Mercury Financial, doubling growth (March 12, 2026)
- Horizon Technology Finance to acquire Monroe Capital (March 10, 2026)
- Bluespring acquires Coghill Investment Strategies (January 28, 2026)
Who to call at Bluespring Wealth Partners, and when
When Bluespring Wealth Partners changes hands, the new owners review vendors, systems and leadership. That is when the door opens.
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Related People
Frequently asked
Who acquired SHP Financial?
SHP Financial was acquired by Bluespring Wealth Partners, based in Austin. The deal was reported on February 10, 2026. Bluespring is the premier wealth management platform for advisors and their clients, dedicated to the acquisition and support of quality wealth management firms. Bluespring Wealth Partners is privately held and operates in Sustainability.
When did Bluespring Wealth Partners acquire SHP Financial?
Bluespring Wealth Partners's acquisition of SHP Financial was reported on February 10, 2026. Bluespring Wealth Partners has announced the acquisition of SHP Financial, marking a significant expansion in New England. The SHP team is recognized for their disciplined client approach and manages about $2.3 billion in assets. Fundz records the date the transaction was first publicly reported, sourced from filings and company announcements.
What does SHP Financial do?
SHP Financial is a financial services firm focused on helping individuals and families build confidence in retirement through holistic financial planning and well-structured strategies tailored to their unique needs and concerns. It is privately held, operating in Finance, and is based in Plymouth.
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