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acquisitionAnnounced · Jan 6, 2026Wealth ManagementSource · FactualArticle · Factual

Capital Insight Partners · EP Wealth Advisors

EP Wealth Advisors acquires Capital Insight Partners

David Najork · Founding Software Engineer

Published Apr 29, 2026 · Updated Apr 29, 2026 · 1 min read

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Deal value

$730M

Target

Capital Insight Partners

Scottsdale, Arizona

Acquirer

EP Wealth Advisors

Full Acquisition

Status

Completed

EP Wealth Advisors agreed to acquire Capital Insight Partners. Reported deal value: $730M. Status: Completed. Sector: Wealth Management. Target headquarters context: Scottsdale, Arizona, United States.

This page summarizes publicly available information about the transaction as of 2026-01-06. Figures and status may change as filings and press coverage update.

MarketMinute January 06, 20 26 at 14:29 PM EST In a move that signals a relentless continuation of the wealth management industry consolidation trend, EP Wealth Advisors has officially announced its acquisition of Capital Insight Partners , a Scottsdale , Arizona -based firm managing approximately $ 730 million in assets

Deal timeline

Announced

Jan 6, 2026 · markets.financialcontent.com

Additional milestones (proxy, vote, close) appear as filings and press updates are indexed.

Sector context

This transaction is classified in Wealth Management with a reported deal value of $730M. Figures and status may change as sources update.

Sources: markets.financialcontent.com · Primary article · FireStrike proprietary index