Merger · Activity not yet classified
Bolt Financial Group
Transaction overview
Announced
Exact closing date not established.
Balance Wealth announced that Bolt Financial Group and Balance Wealth were joining forces in a merger. The announcement described plans for expanded capabilities and client-service continuity. It did not report a closing date.
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
- Big Changes, Same Commitment: Bolt Financial + Balance Wealth Merger Explained ↗
Balance Wealth · Published May 23, 2025
The dated page explicitly describes Bolt Financial Group and Balance Wealth joining forces in a strategic merger. Its advisory-services disclosure names Balance Wealth Partners LLC. Future wording does not establish closing.