Sequoia Financial acquires BSW Wealth Partners
Sequoia Financial acquired BSW Wealth Partners on September 1, 2026.
- Target
- BSW Wealth Partners
- Acquirer
- Sequoia Financial
- Announced
- September 1, 2026
- Sub-sector
- Wealthtech
Transaction overview
- Sequoia Financial announced the acquisition of BSW Wealth Partners on September 1, 2026.
Strategic rationale
Sequoia Financial acquires BSW Wealth Partners for $2.3B AUM; large incumbent consolidation.
Deal terms & multiples
Sources
- prnewswire.com /news-releases/sequoia-financial-group-acquires-2-3-billion-ria-bsw-wealth-partners-deepening-colorado-presence-302866298.html