Edelman Financial Engines Acquires Align Wealth Management to Expand in Oklahoma and Florida.
MANews-(C)2009-2023
Boston-based wealth planning and investment advisory Edelman Financial Engines has acquired Oklahoma-based registered investment advisor Align Wealth Management, managing approximately USD 425m for nearly 360 clients, the company said.
Terms of the transaction were not disclosed
The acquisition grows Edelman Financial Engines' presence into the Oklahoma and Florida markets, adding...
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