895 Followers on Owler
OverviewCompetitorsAcquisitionsFundingNews & Insights

EFE Acquisitions

EFE has acquired 8 companies and its latest acquisition was Soundmark Wealth Management, LLC on May 2024

Unlock 5 more acquisitions →
COMPANY ACQUIRED
ACQUISITION DATE
AMOUNT
DESCRIPTION
Soundmark Wealth Management, LLC

May 2024

Source »
undisclosed
Soundmark is a Washington-based financial consulting firm that provides services such as investment management and retirement planning for individuals and businesses.
New England Pension Plan Systems, LLC

Dec 2023

Source »
undisclosed
NEPPS is a Rhode Island-based wealth management company that offers services such as investment advisory and retirement plan consulting for individuals and businesses.
PRW Wealth Management, LLC

Nov 2023

Source »
undisclosed
PRW is a Massachusetts-based wealth management firm that provides services such as financial planning and investment advisory for individuals and businesses.
Align Wealth Management, LLC

Oct 2023

Source »
undisclosed
Align Wealth Management is an Oklahoma-based financial advisory firm that offers services such as investment management and tax planning for individuals and businesses.
Erman Retirement Advisory

Dec 2022

Source »
undisclosed
Erman Retirement Advisory is a California-based financial advisory firm that offers services such as retirement planning, and wealth management for individuals and businesses.

Frequently Asked Questions about EFE

  1. What companies did EFE acquire?

    Companies acquired by EFE include Soundmark Wealth Management, NEPPS and PRW

  2. How many acquisitions does EFE have?

    EFE has acquired 8 companies including Soundmark Wealth Management, NEPPS and PRW.

  1. How many acquisitions did EFE make in 2024?

    In 2024 EFE acquired 1 companies including Soundmark Wealth Management.