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

Clearstead Advisors appointed personnel move on July 1, 2026.

Primary

Clearstead Advisors

Structure

personnel move

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

personnel move

Source published

Not disclosed

Publisher

PR Newswire

Source: prnewswire.com