Transaction · Wealthtech · 2026

Wealth Enhancement acquires Arbor Capital Management

Wealth Enhancement acquired Arbor Capital Management on September 3, 2026.

Target
Arbor Capital Management
Acquirer
Wealth Enhancement
Announced
September 3, 2026
Sub-sector
Wealthtech

Transaction overview

  • Wealth Enhancement announced the acquisition of Arbor Capital Management on September 3, 2026.

Strategic rationale

Wealth Enhancement acquires Arbor Capital Management, an RIA with $345M AUM, expanding to Alaska.

Deal terms & multiples

Deal value
Not disclosed
Target revenue
Not disclosed
Target EBITDA
Not disclosed
EV / Revenue
Not disclosed
EV / EBITDA
Not disclosed
Announcement
September 3, 2026
Acquirer
Wealth Enhancement (Strategic)
Sub-sector
Wealthtech

Sources

  • prnewswire.com /news-releases/wealth-enhancement-announces-acquisition-of-arbor-capital-management-an-independent-ria-with-over-345-million-in-client-assets-302868473.html