Acquisition · Other business activity

Streamline Family Office

Transaction overview

Reported acquisition

Announced:

Exact closing date not established.

AlphaCore reported launching AC Streamline, a separate affiliate formed through the acquisition of Streamline Family Office. The affiliate provides non-advisory family office services.

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 launches a separate family office affiliate with Streamline ↗

    AlphaCore Wealth Advisory via Business Wire, syndicated by FinancialContent · Published Sep 15, 2026

    The issuer's syndicated release reports an affiliate formed through the Streamline acquisition. AC Streamline is a separate entity providing non-advisory family office services; no exact closing date or regulatory AUM contribution is established.

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Streamline Family Office · RIA Monitor