Focus Financial Partners Inc. to acquire Custom Portfolio Group LLC to enhance wealth management capabilities
Focus Financial Partners Inc. to acquire Custom Portfolio Group LLC to enhance wealth management capabilities
09/26/24, 2:44 PM
Location
Industry
angel investment
non profit
finance
financial services
Focus Financial Partners Inc., a leading partnership of fiduciary wealth management and related financial services firms, has entered into a definitive agreement to acquire Custom Portfolio Group LLC. This acquisition will provide Custom Portfolio Group LLC with access to Transform Wealth's financial planning and investment advisory capabilities, while also enabling Transform to expand its strong footprint in Colorado.
Company Info
Location
New York, New York, United States
Company info
Focus Financial Partners is a leading partnership of independent, fiduciary wealth management firms. Focus provides unrivaled access to best practices, resources, and continuity planning for its partner firms who serve individuals, families, employers and institutions with wealth management, benefit and investment consulting services. Focus partner firms maintain their operational independence, while they benefit from the synergies, scale, economics and best practices of the market leader to achieve their business objectives.
Related People

Unlock Verified Contacts + AI Outreach
Instantly access verified contact emails — and let Fundz AI draft a hyper-personalized message based on their role, company, and your company's offering.
Uh
Uh • Executive
Email hidden • Upgrade to unlock
Trusted by teams at Google, Oracle, HubSpot & more

Unlock Verified Contacts + AI Outreach
Instantly access verified contact emails — and let Fundz AI draft a hyper-personalized message based on their role, company, and your company's offering.
Mh
Mh • Executive
Email hidden • Upgrade to unlock
Trusted by teams at Google, Oracle, HubSpot & more

Unlock Verified Contacts + AI Outreach
Instantly access verified contact emails — and let Fundz AI draft a hyper-personalized message based on their role, company, and your company's offering.
Mh
Mh • Executive
Email hidden • Upgrade to unlock
Trusted by teams at Google, Oracle, HubSpot & more