Acquiring Company
Daybright Financial
Acquired Company
EZTPA
Description
Daybright Financial has acquired EZTPA, LLC to enhance its retirement capabilities. This transaction is Daybright's third acquisition of 2026 and adds significant expertise in retirement plan administration and consulting. EZTPA will continue to operate under its leadership, maintaining strong service relationships. The acquisition aims to broaden resources for employers and financial advisors in the Mid-Atlantic region.
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Based on deal dataFrequently asked
Who acquired EZTPA?
EZTPA was acquired by Daybright Financial, based in Woodbridge Township. The deal was reported on September 10, 2026. Daybright Financial is one of the nation's largest independent, privately held firms specializing in employee benefits and retirement plans. Daybright Financial is privately held and operates in Financial Services.
When did Daybright Financial acquire EZTPA?
Daybright Financial's acquisition of EZTPA was reported on September 10, 2026. Daybright Financial has acquired EZTPA, LLC to enhance its retirement capabilities. This transaction is Daybright's third acquisition of 2026 and adds significant expertise in retirement plan administration and consulting. Fundz records the date the transaction was first publicly reported, sourced from filings and company announcements.
What does EZTPA do?
EZTPA is a boutique retirement plan consulting and third-party administration firm serving small and mid-sized employers and their financial advisors. It is privately held, operating in Financial Services.
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