Cetera Holdings is a financial services company providing a suite of communities designed to support financial professionals and institutions. With a focus on innovation and technology, the company offers tax-intelligent solutions, investment program growth, and autonomy for tax professionals. It manages over $521 billion in assets under administration and $224 billion in assets under management, serving 12,100 financial professionals and 475+ financial institutions.
Recent Transactions involving Cetera Holdings
| Deal | Target | Platform | Buyer | Industry |
|---|---|---|---|---|
Cetera Holdings Closes Acquisition of RIA: The Retirement Planning Group, LLC |
The Retirement Planning Group |
Cetera Holdings |
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