Windsor Drake Market Intelligence
Transaction · Wealthtech · 2026

Caprock acquires Venturi Private Wealth

Caprock acquired Venturi Private Wealth on July 14, 2026.

Target
Venturi Private Wealth
Acquirer
Caprock
Announced
July 14, 2026
Sub-sector
Wealthtech

Transaction overview

  • Caprock announced the acquisition of Venturi Private Wealth on July 14, 2026.

Strategic rationale

Caprock acquires Venturi Private Wealth for ~$4B AUM, consolidating ultra-HNW advisory services.

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 14, 2026
Acquirer
Caprock (Strategic)
Sub-sector
Wealthtech

Sources

  • prnewswire.com /news-releases/caprock-announces-acquisition-of-venturi-private-wealth-302824221.html

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