Cetera is a financial services company providing a suite of communities designed to support financial professionals and institutions. With a network of approximately 12,100 financial professionals and 475+ financial institutions, the company manages over $521 billion in assets under administration and $224 billion in assets under management. Cetera offers wealth management, tax planning, investment, and advisory services, aiming to enhance client success and financial well-being.
Recent Transactions involving Cetera
| Deal | Target | Platform | Buyer | Industry |
|---|---|---|---|---|
The Retirement Planning Group Acquires Parrott Wealth Management |
Parrott Wealth Management |
The Retirement Planning Group |
Cetera |
Financial Services |
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