Acquiring Company
Alera Group Wealth Services
Acquired Company
Alera Group
DeerfieldProfessional ServicesFinancial ServicesProfessional ServicesSoftwareInsuranceDescription
Alera Group Wealth Services, a division of Alera Group, a top independent, national insurance and wealth services firm, today announced the acquisition of Wharton Business Group (WBG), an employee-owned wealth services firm in Pennsylvania that manages more than $3.5 billion in assets for business owners and institutions. This acquisition significantly increases AUM for Alera Group Wealth Services.
Quick answer
Alera Group Wealth Services is acquiring Alera Group, announced June 8, 2022.
- How much did Alera Group Wealth Services pay for Alera Group?
- The deal value was not disclosed.
- What does Alera Group Wealth Services do?
- Alera Group Wealth Services, a division of Alera Group, is dedicated to enhancing the financial security of clients through a holistic suite of services to address the financial planning, investment and wealth..
- Where are Alera Group Wealth Services and Alera Group based?
- Alera Group is based in Deerfield, Illinois, United States.
Source: Fundz verified event record.
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Who to call at Alera Group Wealth Services, and when
When Alera Group Wealth Services changes hands, the new owners review vendors, systems and leadership. That is when the door opens.
- An alert the day Alera Group Wealth Services raises, hires an executive or expands, scored against what you sell
- The decision-makers there, with verified emails
- Who you already know at Alera Group Wealth Services, from your own LinkedIn network
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Frequently asked
Who acquired Alera Group?
Alera Group was acquired by Alera Group Wealth Services. The deal was reported on June 8, 2022. Alera Group Wealth Services is privately held and operates in Professional Services.
When did Alera Group Wealth Services acquire Alera Group?
Alera Group Wealth Services's acquisition of Alera Group was reported on June 8, 2022. Fundz records the date the transaction was first publicly reported, sourced from filings and company announcements.
What does Alera Group do?
It is privately held, operating in Professional Services, and is based in Deerfield.
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