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

  1. 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.

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Private Client Group business from iCapital Network · RIA Monitor