Acquiring Company
Claro Advisors
Acquired Company
Alpine Hill Advisors
BostonWestportFamilyNon ProfitFamilyDescription
Claro Advisors announced that Alpine Hill Advisors, a Westport-based wealth management firm with about $110 million in client assets, has joined the Claro platform. Alpine Hill will continue to operate under its own name, and Pacilio will remain the primary contact for its clients. The deal pairs Alpine Hill's boutique family wealth management with Claro's institutional scale and technology.
Quick answer
Claro Advisors is acquiring Alpine Hill Advisors, announced October 21, 2026. Claro Advisors is based in Boston, Massachusetts, United States.
- How much did Claro Advisors pay for Alpine Hill Advisors?
- The deal value was not disclosed.
- What does Claro Advisors do?
- Claro Advisors is a wealth management platform that pairs boutique family wealth management firms with institutional scale and technology.
- Where are Claro Advisors and Alpine Hill Advisors based?
- Claro Advisors is based in Boston, Massachusetts, United States. Alpine Hill Advisors is based in Westport, Connecticut, United States.
- Who are the decision-makers at Claro Advisors?
- Fundz holds 2 contacts at Claro Advisors. Names and contact details are shown to Fundz members.
Source: Fundz verified event record.
Other recent acquisitions in Family and Non Profit
Deals where the buyer or target shares a sector with this one, within 45 days, from Fundz verified event records.
- CaringKind completes merger with ADRC (October 29, 2026)
- Westminster to acquire EdenHill Communities (September 15, 2026)
- IPMG acquires Infinity Today for employee ownership (September 9, 2026)
- Essentia Health merges with HealthPartners (November 10, 2026)
- Cetera Financial Group Acquires The SFI Group to Enhance Advisory Presence in Minnesota (November 8, 2026)
- LTC acquires three SHOP communities for $160M, $160M (November 7, 2026)
Who to call at Claro Advisors, and when
When Claro Advisors changes hands, the new owners review vendors, systems and leadership. That is when the door opens.
- An alert the day Claro Advisors raises, hires an executive or expands, scored against what you sell
- The decision-makers there, with verified emails
- Who you already know at Claro Advisors, from your own LinkedIn network
Works inside ChatGPT and Claude. Ask who to call at Claro Advisors. With Fundz connected, it knows.
AI made execution free. Knowing first is the whole game now.
Fundz sees it the moment Claro Advisors makes an acquisition, hires an exec or expands, usually minutes after it happens, and tells you who to reach.
Related People
Frequently asked
Who acquired Alpine Hill Advisors?
Alpine Hill Advisors was acquired by Claro Advisors, based in Boston. The deal was reported on October 21, 2026. Claro Advisors is a wealth management platform that pairs boutique family wealth management firms with institutional scale and technology. It is headquartered in Boston. Claro Advisors is privately held and operates in Family.
When did Claro Advisors acquire Alpine Hill Advisors?
Claro Advisors's acquisition of Alpine Hill Advisors was reported on October 21, 2026. Claro Advisors announced that Alpine Hill Advisors, a Westport-based wealth management firm with about $110 million in client assets, has joined the Claro platform. Fundz records the date the transaction was first publicly reported, sourced from filings and company announcements.
What does Alpine Hill Advisors do?
Alpine Hill Advisors is a Westport-based wealth management firm founded in 2023. It serves pre-retirees and retirees, business owners, and multi-generational families, managing approximately $110 million in client assets as of October 2026. It is privately held, operating in Non Profit, and is based in Westport.
This company was part of an acquisition. Fundz tracks who bought whom, and who to call on both sides.
145 of these a day, filtered to the companies you pick, with the decision-maker attached.
5 screens from a live account. No signup.