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Atlantic House Acquired by WisdomTree | Financial Services M&A Deal

Closed
Financial ServicesAdd-on

Deal Overview

WisdomTree has completed the acquisition of Atlantic House, a wealth management RIA business in State, for $X. Atlantic House provides wealth management advisory services, supporting client portfolios and distribution of investment solutions. WisdomTree acquisitions expand active ETF and defined outcome capabilities through this financial services M&A add on acquisition. The strategic acquisition is structured as an add on acquisition, with WisdomTree acting as a strategic buyer to broaden its platform and strengthen RIA relationships. Deal size was not disclosed, and the transaction is marked closed.

Key Details

Transaction
WisdomTree acquires Atlantic House

Source

Read full article on businesswire.com

via GN - site:businesswire.com · May 1, 2026

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