SEO URLwww.firestrike.ai/deals/pure-portfolios-waverly-advisors-acquisition-2026
acquisitionAnnounced · Feb 3, 2026Wealth ManagementSource · CredibleArticle · Factual
Waverly Advisors acquires Pure Portfolios
David Najork · Founding Software Engineer
Announced · Updated · 1 min read
Deal value
$437M
Target
Pure Portfolios
Lake Oswego, Oregon
Acquirer
Waverly Advisors
Full Acquisition
Status
Completed
Waverly Advisors agreed to acquire Pure Portfolios. Reported deal value: $437M. Status: Completed. Sector: Wealth Management. Target headquarters context: Lake Oswego, Oregon, United States.
This page summarizes publicly available information about the transaction as of 2026-02-03. Figures and status may change as filings and press coverage update.
Waverly Advisors Acquires Pure Portfolios Written on February 3, 2026 Acquisition further expands Waverly footprint and growth capabilities in the Pacific Northwest BIRMINGHAM , Ala
Deal timeline
Announced
Feb 3, 2026 · waverly-advisors.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 $437M. Figures and status may change as sources update.
Sources: waverly-advisors.com · Primary article · FireStrike proprietary index