Acquisition · Adviser / wealth-management
Fi3 Advisors
Transaction overview
Status: Announced
Announcement date:
Exact closing date not established.
Wealthspire announced an agreement to acquire Fi3 Advisors, an Indianapolis advisory firm. The release said Fi3 would retain its client and firm leadership team.
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
- Wealthspire to Acquire Fi3 Advisors ↗
Wealthspire · Published May 5, 2026
Wealthspire announced an agreement to acquire Fi3 Advisors, an Indianapolis advisory firm. The release said Fi3 would retain its client and firm leadership team.