Timing. Relevance. Relationships.
Fundz is the only platform that reads more than a dozen real‑time signals all day, every day, so you know about new funding, new executives and new contracts within minutes of them happening, not days or weeks later like the databases you’re used to. It then combines the signals on each company, scores every company against what you offer, and weaves in your own network, so you discover new accounts first and work existing ones better.
Each morning you get the ones worth your time right now: who to reach, why now, and who you already know there. Now it answers in Claude too: ask for today’s leads, then write the note in the same window.
Trusted by
Acquiring Company
Beacon Pointe Advisors
Acquired Company
WorthPointe Financial Planners Silver Lake Capital Partners R Meier Wealth Management
Newport BeachFinanceFinancial ServicesDescription
Beacon Pointe Advisors announced the recent acquisitions of WorthPointe Financial Planners, Silver Lake Capital Partners, and R Meier Wealth Management. The additions expand Beacon Pointe's capabilities and access to its allWEALTH framework across several key markets nationwide. Total assets under advisement rise to approximately $70 billion.
Fundz sees it the moment Beacon Pointe Advisors 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 WorthPointe Financial Planners Silver Lake Capital Partners R Meier Wealth Management?
WorthPointe Financial Planners Silver Lake Capital Partners R Meier Wealth Management was acquired by Beacon Pointe Advisors, based in Newport Beach. The deal was reported on October 20, 2026. Beacon Pointe Advisors is a registered investment adviser headquartered in Newport Beach, California, with office locations and clients located nationally. Beacon Pointe Advisors is privately held and operates in Finance.
When did Beacon Pointe Advisors acquire WorthPointe Financial Planners Silver Lake Capital Partners R Meier Wealth Management?
Beacon Pointe Advisors's acquisition of WorthPointe Financial Planners Silver Lake Capital Partners R Meier Wealth Management was reported on October 20, 2026. Beacon Pointe Advisors announced the recent acquisitions of WorthPointe Financial Planners, Silver Lake Capital Partners, and R Meier Wealth Management. Fundz records the date the transaction was first publicly reported, sourced from filings and company announcements.
What does WorthPointe Financial Planners Silver Lake Capital Partners R Meier Wealth Management do?
WorthPointe Financial Planners, Silver Lake Capital Partners, and R Meier Wealth Management are wealth management firms that were recently acquired by Beacon Pointe Advisors. Their headquarters locations and detailed descriptions are not provided in the text. It is privately held, operating in Financial Services.
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.