Rooted Financial

Transaction overview

Status: Reported joined

Exact closing date not established.

OneAscent Financial Services reported that Rooted Financial joined its advisory platform. The report does not disclose an ownership purchase or exact closing day.

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.