Acquisition · Adviser / wealth-management
Private Client Group business from iCapital Network
Transaction overview
Reported completed
Announced: Closed:
AlphaCore acquired the Private Client Group business rights from iCapital Network. In the same transaction it divested its factorE technology to iCapital; it did not acquire iCapital itself.
Selected source-supported transactions; coverage is incomplete. Announcements do not establish completion or that a deal is still pending. Sponsor activity and operating-business transactions are distinct from adviser acquisitions. Unclassified activity is excluded from adviser-only counts.
Source evidence
- AlphaCore acquires Private Client Group rights from iCapital ↗
AlphaCore Wealth Advisory via PR Newswire · Published Sep 30, 2020
The issuer states that the transaction completed on September 23, 2020.