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Transactions / E••••••••

O•••• Strengthens Partnership with E•••••••• to Unify the Wealth Management Experience for Advisors

Add-on acquisitionclosedadd-onannounced May 20, 2026closed May 20, 2026Fact
What happened
Target
E••••••••
Platform
O••••• I•••add-on basis: O••••• I••• ("O••••"), a portfolio company of R•••••••• C•••••• P•••••••, is one of the nation's largest providers of wealth management strategies, supporting over 10,000 financial professionals.
Control
Control
Share acquired
unknown
Industry
financial_services / wealth management
Target location
unknown
Seller kind
unknown
Rollover
unknown
Values, only where disclosed
Enterprise value
Not disclosed
Purchase price
Not disclosed
Equity value
Not disclosed
Target revenue
Not disclosed
Target EBITDA
Not disclosed
Multiple
Not disclosed
Parties and roles
4 named
Buy side
  • O••••• I•••Platformconfirmed
    “O••••• I••• ("O••••"), a portfolio company of R•••••••• C•••••• P•••••••, is one of the nation's largest providers of wealth management strategies, supporting over 10,000 financial professionals.”
  • R•••••••• C•••••• P•••••••Sponsorconfirmed
    “O••••• I••• ("O••••"), a portfolio company of R•••••••• C•••••• P•••••••, is one of the nation's largest providers of wealth management strategies, supporting over 10,000 financial professionals.”
Side not stated
  • C•••• T•••Managementconfirmed
    “"Our platform was built to simplify the complexities involved in RIA acquisitions and onboarding, which is why we are the ideal partner to help O•••• offer these significant cooperation-driven opportunities to its advisors," said C•••• T•••, Chief Executive Officer of E••••••••.”
  • E••••••••Targetconfirmed
    “E••••••••, the leading Adaptive WealthTech company, has partnered with O••••• I••• ("O••••"), one of the nation's largest providers of wealth management strategies, to further strengthen advisor support through its wealth technology infrastructure.”
Evidence
“E••••••••, the leading Adaptive WealthTech company, has partnered with O••••• I••• ("O••••"), one of the nation's largest providers of wealth management strategies, to further strengthen advisor support through its wealth technology infrastructure.”
Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)confidence 80%recorded Sep 15, 2026