Choreo acquires Resource Financial Group Assets
Choreo acquired Resource Financial Group Assets for $700M on July 8, 2026.
- Target
- Resource Financial Group Assets
- Acquirer
- Choreo
- Deal value
- $700M
- Announced
- July 8, 2026
- Sub-sector
- Wealthtech
Transaction overview
- Choreo announced the acquisition of Resource Financial Group Assets on July 8, 2026 for $700M.
- The deal is expected to close pending customary conditions.
Strategic rationale
Choreo acquires RFG assets ($700M AUM) to expand Chicago-area wealth management footprint.
Deal terms & multiples
Frequently asked questions
How much did Choreo pay for Resource Financial Group Assets?
Choreo acquired Resource Financial Group Assets for $700M, announced on July 8, 2026.
When did Choreo announce the acquisition of Resource Financial Group Assets?
Choreo announced the acquisition of Resource Financial Group Assets on July 8, 2026.
What sub-sector is Resource Financial Group Assets in?
Resource Financial Group Assets is tracked in the Wealthtech sub-sector.
Sources
- prnewswire.com /news-releases/choreo-acquires-resource-financial-group-assets-302820146.html