Acquiring Company
Maridea Wealth Management
Acquired Company
River Cities Financial Services Ltd
New YorkOhioFinancial ServicesFinancial ServicesDescription
Maridea Wealth Management, a national RIA, acquired River Cities Financial Services, Ltd. and Dietz, Futrell & Walters Insurance, Inc. Green Sail Capital Partners served as sell-side advisor to the owners of both firms. The transaction establishes Maridea's first presence in Ohio.
Quick answer
Maridea Wealth Management is acquiring River Cities Financial Services Ltd, announced November 11, 2026. Maridea Wealth Management is based in New York, New York, United States.
- How much did Maridea Wealth Management pay for River Cities Financial Services Ltd?
- The deal value was not disclosed.
- What does Maridea Wealth Management do?
- Incorporated in 2023, Maridea Wealth Management is an SEC-registered investment advisor that provides comprehensive wealth management services to high-net-worth individuals and families.
- Where are Maridea Wealth Management and River Cities Financial Services Ltd based?
- Maridea Wealth Management is based in New York, New York, United States. River Cities Financial Services Ltd is based in Ohio, United States.
- Who are the decision-makers at Maridea Wealth Management?
- Fundz holds 1 contact at Maridea Wealth Management. Names and contact details are shown to Fundz members.
Source: Fundz verified event record.
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Frequently asked
Who acquired River Cities Financial Services Ltd?
River Cities Financial Services Ltd was acquired by Maridea Wealth Management, based in New York. The deal was reported on November 11, 2026. Incorporated in 2023, Maridea Wealth Management is an SEC-registered investment advisor that provides comprehensive wealth management services to high-net-worth individuals and families. Maridea Wealth Management is privately held and operates in Financial Services.
When did Maridea Wealth Management acquire River Cities Financial Services Ltd?
Maridea Wealth Management's acquisition of River Cities Financial Services Ltd was reported on November 11, 2026. Maridea Wealth Management, a national RIA, acquired River Cities Financial Services, Ltd. and Dietz, Futrell & Walters Insurance, Inc. Green Sail Capital Partners served as sell-side advisor to the owners of both firms. Fundz records the date the transaction was first publicly reported, sourced from filings and company announcements.
What does River Cities Financial Services Ltd do?
River Cities Financial Services, Ltd. is an Ohio wealth management firm affiliated with Dietz, Futrell & Walters Insurance, Inc. Both firms were sold together to Maridea. It is privately held, operating in Financial Services, and is based in Ohio.
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