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Home·Deals·Registered Investment Advisory·Bluespring Wealth Partners acquires SHP Financial
SEO URLwww.firestrike.ai/deals/shp-financial-bluespring-wealth-partners-acquisition-2026
acquisitionAnnounced · Feb 10, 2026Registered Investment AdvisorySource · CredibleArticle · Factual
SHP Financial
Bluespring Wealth Partners
SHP Financial · Bluespring Wealth Partners

Bluespring Wealth Partners acquires SHP Financial

David Najork
David Najork · Founding Software Engineer
Announced · Updated · 1 min read
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Deal value
$2.3B
Target
SHP Financial
SHP Financial
Hyannis, Massachusetts
Acquirer
Bluespring Wealth Partners
Bluespring Wealth Partners
Full Acquisition
Status
Completed

Bluespring Wealth Partners agreed to acquire SHP Financial. Reported deal value: $2.3B. Status: Completed. Sector: Registered Investment Advisory. Target headquarters context: Hyannis, Massachusetts, United States.

This page summarizes publicly available information about the transaction as of 2026-02-10. Figures and status may change as filings and press coverage update.

Read The SHP Financial team Bluespring Wealth Partners , the Austin , Texas - based registered investment advisor arm of Kestra Holdings, has acquired Plymouth, Mass .- based SHP Financial , adding $2.3 billion in assets under management and expanding its presence in New England

Deal timeline

Announced
Feb 10, 2026 · wealthmanagement.com
Additional milestones (proxy, vote, close) appear as filings and press updates are indexed.
Sector context

This transaction is classified in Registered Investment Advisory with a reported deal value of $2.3B. Figures and status may change as sources update.

Sources: wealthmanagement.com · Primary article · FireStrike proprietary index