Fin Svcs & Tech Outlook: Acquiring Wealth

Highlights from our Wealth Management report:

• Wealth Management M&A activity remained elevated in Q1 with more expected throughout 2025.
• Private equity-backed firms continue to amass share, accounting for 72% of all deal activity.
• The sweet spot is RIAs with $100M–$750M in AUM, accounting for 69% of all Q1 transactions.
• WealthTech remains a differentiator in M&A, as buyers increasingly target platforms with advanced client experience and portfolio management capabilities.
• Naturally, the most lucrative segments of High-Net-Worth (HNW) and Ultra-High-Net-Worth (UHNW) are active, with independents making notable share gains.

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DISCLAIMER This presentation is intended for information and discussion purposes only and does not constitute legal or professional investment advice. Statements of fact and opinions expressed are those of the participants individually and, unless expressly stated to the contrary, are not the opinion or position of Harbor View Advisors, LLC (“HVA”). The information in this presentation was compiled from sources believed to be reliable for informational purposes only. HVA does not endorse or approve, and assumes no responsibility for the content, accuracy or completeness of the information presented.