Clearstead RIA acquires Philadelphia wealth management team from myCIO Wealth Partners.

Clearstead Advisors appointed a senior role on July 1, 2026.

Primary

Clearstead Advisors

Date

July 1, 2026

Sub-sector

Wealthtech

Shows consolidation in the RIA/wealthtech space, but limited relevance to sub-$250M fintech founders unless they're in wealth management M&A or competing for similar teams.

Primary company

Clearstead Advisors

Counterparty

Not disclosed

Amount

Not disclosed

Event date

July 1, 2026

Sub-sector

Wealthtech

HQ

Not disclosed

Structure

Not disclosed

Source published

Not disclosed

Publisher

PR Newswire

Source: prnewswire.com