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Apella Wealth Acquires Iron Horse Wealth Management to Expand in the Midwest.
Jun 24, 2025•12 months ago
Contract Type
partnership
ConnecticutFinancial ServicesFinanceLendingDescription
Apella Wealth has successfully completed the acquisition of Iron Horse Wealth Management, marking its entry into the Midwest market. This deal adds $574 million in assets under management to Apella's existing portfolio of approximately $6 billion.
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Agreement Insights
Based on industry dataStrategic partnership established
Partnership agreements typically involve technology integration and joint go-to-market strategies
Contract momentum indicator
Companies with recent agreements are 2.3x more likely to make additional purchases within 6 months