Windsor Drake
Transaction · Wealthtech · 2026

Choreo acquires Resource Financial Group Assets

Choreo acquired Resource Financial Group Assets on July 8, 2026.

Target
Resource Financial Group Assets
Acquirer
Choreo
Announced
July 8, 2026
Sub-sector
Wealthtech

Transaction overview

  • Choreo announced the acquisition of Resource Financial Group Assets on July 8, 2026.

Strategic rationale

Choreo acquires RFG assets ($700M AUM) to expand Chicago-area wealth management footprint.

Deal terms & multiples

Deal value
Not disclosed
Target revenue
Not disclosed
Target EBITDA
Not disclosed
EV / Revenue
Not disclosed
EV / EBITDA
Not disclosed
Announcement
July 8, 2026
Acquirer
Choreo (Strategic)
Sub-sector
Wealthtech

Sources

  • prnewswire.com /news-releases/choreo-acquires-resource-financial-group-assets-302820146.html

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