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acquisitionAnnounced · Mar 5, 2026Wealth ManagementSource · CredibleArticle · Factual
Emigrant Savings Bank acquires Fortis Management Group
David Najork · Founding Software Engineer
Published · Updated · 1 min read
Deal value
—
Target
Fortis Management Group
Waltham, Massachusetts
Acquirer
Emigrant Savings Bank
Full Acquisition
Status
Pending
Emigrant Savings Bank agreed to acquire Fortis Management Group. Reported deal value: Undisclosed. Status: Pending. Sector: Wealth Management. Target headquarters context: Waltham, Massachusetts, United States.
This page summarizes publicly available information about the transaction as of 2026-03-05. Figures and status may change as filings and press coverage update.
The purchase of the Fortis Management Group – for an undisclosed sum – is part of Emigrant Bank development of a specialist offering for UHNW families and RIAs
Deal timeline
Announced
Mar 5, 2026 · familywealthreport.com
Additional milestones (proxy, vote, close) appear as filings and press updates are indexed.
Sector context
This transaction is classified in Wealth Management. Figures and status may change as sources update.
Sources: familywealthreport.com · Primary article · FireStrike proprietary index