Acquiring Company
United Capital Financial Advisors
Acquired Company
Apexium Financial
IrvingDallasFinancial ServicesFinanceLendingFinancial ServicesFinanceDescription
United Capital Financial Advisors announced the acquisition of Apexium Financial LP, enhancing its assets under management by over $4 billion. This move brings in a team of seasoned wealth management professionals to United Capital. Both firms share a commitment to client service and financial planning. This is United Capital's second acquisition in 2025.
Quick answer
United Capital Financial Advisors is acquiring Apexium Financial, announced November 10, 2025. United Capital Financial Advisors is based in Irving, Texas, United States.
- How much did United Capital Financial Advisors pay for Apexium Financial?
- The deal value was not disclosed.
- What does United Capital Financial Advisors do?
- United Capital Financial Advisors is an independent wealth management firm that employs a personalized planning process and proprietary investing strategies to build client portfolios.
- Where are United Capital Financial Advisors and Apexium Financial based?
- United Capital Financial Advisors is based in Irving, Texas, United States. Apexium Financial is based in Dallas, Texas, United States.
- Who are the decision-makers at United Capital Financial Advisors?
- Fundz holds 4 contacts at United Capital Financial Advisors. Names and contact details are shown to Fundz members.
Source: Fundz verified event record.
Other recent acquisitions in Financial Services and Finance
Deals where the buyer or target shares a sector with this one, within 45 days, from Fundz verified event records.
- First Merchants Corporation to Acquire First Savings Financial Group, Inc. (December 19, 2025)
- MWA Financial acquires Stonewood Financial Planning (December 18, 2025)
- UWM acquires Two Harbors for $1.3 billion, $1.3B (December 17, 2025)
- Mercantile Bank acquires Eastern Michigan Financial (December 16, 2025)
- Santander to acquire TSB Bank for £2.9 billion, $3.8B (November 13, 2025)
- Merit Financial Advisors acquires Mennenga Tax & Financial (November 7, 2025)
Who to call at United Capital Financial Advisors, and when
When United Capital Financial Advisors changes hands, the new owners review vendors, systems and leadership. That is when the door opens.
- An alert the day United Capital Financial Advisors raises, hires an executive or expands, scored against what you sell
- The decision-makers there, with verified emails
- Who you already know at United Capital Financial Advisors, from your own LinkedIn network
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Fundz sees it the moment United Capital Financial Advisors makes an acquisition, hires an exec or expands, usually minutes after it happens, and tells you who to reach.
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Frequently asked
Who acquired Apexium Financial?
Apexium Financial was acquired by United Capital Financial Advisors, based in Irving. The deal was reported on November 10, 2025. United Capital Financial Advisors is an independent wealth management firm that employs a personalized planning process and proprietary investing strategies to build client portfolios. United Capital Financial Advisors is privately held and operates in Financial Services.
When did United Capital Financial Advisors acquire Apexium Financial?
United Capital Financial Advisors's acquisition of Apexium Financial was reported on November 10, 2025. United Capital Financial Advisors announced the acquisition of Apexium Financial LP, enhancing its assets under management by over $4 billion. This move brings in a team of seasoned wealth management professionals to United Capital. Fundz records the date the transaction was first publicly reported, sourced from filings and company announcements.
What does Apexium Financial do?
Apexium Financial is a nationwide registered investment advisor (RIA) with offices strategically located in the Northeast, Mid-Atlantic and Southwest. The firm is known for its strong record of growth and personalized client service. It is privately held, operating in Financial Services, and is based in Dallas.
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