Pensionmark Acquisitions
Pensionmark has acquired 2 companies and its latest acquisition was Financial Solutions LLC on Aug 2023
COMPANY ACQUIRED
ACQUISITION DATE
AMOUNT
DESCRIPTION
Financial Solutions LLC
Aug 2023
Source »undisclosed
Financial Solutions is a Wisconsin-based financial firm that provides services including tax planning, risk and investment management for individuals and businesses.
Xponential Growth Solutions, LLC
Apr 2023
Source »undisclosed
XGS is a California-based company that provides services such as retirement plan management and educational workshops for plan sponsors and fiduciaries.
Frequently Asked Questions about Pensionmark
What companies did Pensionmark acquire?
Companies acquired by Pensionmark include Financial Solutions and XGSHow many acquisitions does Pensionmark have?
Pensionmark has acquired 2 companies including Financial Solutions and XGS.
How many acquisitions did Pensionmark make in 2023?
In 2023 Pensionmark acquired 2 companies including Financial Solutions and XGS.