Carson Group acquires Pinnacle Wealth Management
Carson Group acquired Pinnacle Wealth Management for $236M on July 9, 2026.
- Target
- Pinnacle Wealth Management
- Acquirer
- Carson Group
- Deal value
- $236M
- Announced
- July 9, 2026
- Sub-sector
- Wealthtech
Transaction overview
- Carson Group announced the acquisition of Pinnacle Wealth Management on July 9, 2026 for $236M.
- The deal is expected to close pending customary conditions.
Strategic rationale
Carson Group acquires Pinnacle Wealth Management, a $236M California advisory firm.
Deal terms & multiples
Frequently asked questions
How much did Carson Group pay for Pinnacle Wealth Management?
Carson Group acquired Pinnacle Wealth Management for $236M, announced on July 9, 2026.
When did Carson Group announce the acquisition of Pinnacle Wealth Management?
Carson Group announced the acquisition of Pinnacle Wealth Management on July 9, 2026.
What sub-sector is Pinnacle Wealth Management in?
Pinnacle Wealth Management is tracked in the Wealthtech sub-sector.
Sources
- globenewswire.com /news-release/2026/07/09/3324845/0/en/Carson-Group-Welcomes-Pinnacle-Wealth-Management-Team-to-the-Carson-Wealth-Office-in-Roseville-California.html