Fundz

Bluespring Wealth Partners completes acquisition of $560 Million Reliant Wealth Planning

PRIVATEFeb 11, 2025

Acquiring Company

Bluespring Wealth

Acquired Company

Reliant Wealth Planning

AustinLouisvilleFinancial ServicesFinancial ServicesFinanceConsulting

Description

Bluespring Wealth Partners, a leading acquirer of independent RIAs and hybrid wealth management firms, has announced its acquisition of Reliant Wealth Planning, a premier wealth management and financial advisory firm based in Louisville, Kentucky. This acquisition aims to enhance Reliant's core principles of providing fiduciary services with a client-first mindset through expertise, trust, and relationships.

Quick answer

Bluespring Wealth is acquiring Reliant Wealth Planning for $560 million, announced February 11, 2025. Bluespring Wealth is based in Austin, Texas, United States.

How much did Bluespring Wealth pay for Reliant Wealth Planning?
The reported deal value is $560 million.
What does Bluespring Wealth do?
Bluespring is a premier wealth management platform for advisors and their clients, dedicated to the acquisition and support of quality wealth management firms.
Where are Bluespring Wealth and Reliant Wealth Planning based?
Bluespring Wealth is based in Austin, Texas, United States. Reliant Wealth Planning is based in Louisville, Kentucky, United States.
Who are the decision-makers at Bluespring Wealth?
Fundz holds 2 contacts at Bluespring Wealth. Names and contact details are shown to Fundz members.

Source: Fundz verified event record.

Other recent acquisitions in Financial Services and Financial Services

Deals where the buyer or target shares a sector with this one, within 45 days, from Fundz verified event records.

Who to call at Bluespring Wealth, and when

When Bluespring Wealth changes hands, the new owners review vendors, systems and leadership. That is when the door opens.

  • An alert the day Bluespring Wealth raises, hires an executive or expands, scored against what you sell
  • The decision-makers there, with verified emails
  • Who you already know at Bluespring Wealth, from your own LinkedIn network

Works inside ChatGPT and Claude. Ask who to call at Bluespring Wealth. With Fundz connected, it knows.

Watch Fundz in
See plan options
Trusted byOracleSnowflakeCloudflareLinkedInGoogleSalesforce 4.8/5 on G2

Company Information

Company

Bluespring Wealth

Location

5707 Southwest Pkwy

Austin, Texas, United States

About

Bluespring is a premier wealth management platform for advisors and their clients, dedicated to the acquisition and support of quality wealth management firms. It builds a community of entrepreneurially-minded firms focused on their clients’ interests.

AI made execution free. Knowing first is the whole game now.

Fundz sees it the moment Bluespring Wealth makes an acquisition, hires an exec or expands, usually minutes after it happens, and tells you who to reach.

Related People

Pradeep
Senior decision-maker at this company
••••••••@••••••••

See Pradeep's verified email →

Graeme
Senior decision-maker at this company
••••••••@••••••••

See Graeme's verified email →

Create an account to reveal verified emails
Predictive Intelligence
Strategic

ML-powered predictions for Bluespring Wealth's next move

Learn about Strategic plan

Frequently asked

Who acquired Reliant Wealth Planning?

Reliant Wealth Planning was acquired by Bluespring Wealth, based in Austin. The deal was reported on February 11, 2025. Bluespring is a premier wealth management platform for advisors and their clients, dedicated to the acquisition and support of quality wealth management firms. Bluespring Wealth is privately held and operates in Financial Services.

When did Bluespring Wealth acquire Reliant Wealth Planning?

Bluespring Wealth's acquisition of Reliant Wealth Planning was reported on February 11, 2025. Bluespring Wealth Partners, a leading acquirer of independent RIAs and hybrid wealth management firms, has announced its acquisition of Reliant Wealth Planning, a premier wealth management and financial advisory firm based in Louisville, Kentucky. Fundz records the date the transaction was first publicly reported, sourced from filings and company announcements.

What does Reliant Wealth Planning do?

Reliant Wealth Planning is a premier wealth management and financial advisory firm based in Louisville, Kentucky. It is privately held, operating in Financial Services, and is based in Louisville.

This company was part of an acquisition. Fundz tracks who bought whom, and who to call on both sides.

145 of these a day, filtered to the companies you pick, with the decision-maker attached.

5 screens from a live account. No signup.

Fundz is a real-time business intelligence platform powered by agentic AI that proactively delivers personalized daily signals, including funding rounds, executive changes, M&A activity, 13F institutional filings, SEC 8-K events, investor activity, and website modifications, based on each user's watchlist and ICP. A trusted data source at firms such as BlackRock, Oracle, Kleiner Perkins, LinkedIn, HubSpot, and Cloudflare, Fundz democratizes the institutional-grade intelligence that previously required a PitchBook or Bloomberg terminal. Features include Daily Briefing for AI-powered daily briefings, and unified cross-signal alerts across 281,000+ organizations. Developers and data teams can access these signals programmatically via the Fundz Funding Data API, with transparent published pricing.