Bluespring Wealth Partners completes acquisition of $560 Million Reliant Wealth Planning
Acquiring Company
Bluespring Wealth
Acquired Company
Reliant Wealth Planning
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.
- Fiserv acquires CCV to enhance payment solutions (March 19, 2025)
- Cohen & Co acquires Tassi and Company (March 6, 2025)
- PitchBook and Morningstar acquire Lumonic (March 5, 2025)
- Cetera successfully closes acquisition of Concourse Financial Group Securities, Inc. (February 26, 2025)
- Mercer Global Advisors, Inc. acquires Edward Vance Investment Management to expand presence in Georgia (January 7, 2025)
- Wilson Partners acquires Max Accountants to grow team (March 27, 2025)
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.
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
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.