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acquisitionAnnounced · Mar 10, 2026investment advisorySource · CredibleArticle · Factual

Vantage Wealth · Summitry

Summitry acquires Vantage Wealth

David Najork · Founding Software Engineer

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

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Deal value

$721M

Target

Vantage Wealth

Acquirer

Summitry

Full Acquisition

Status

Announced

Summitry agreed to acquire Vantage Wealth. Reported deal value: $721M. Status: Announced. Sector: investment advisory. Target headquarters context: Location not specified.

This page summarizes publicly available information about the transaction as of 2026-03-10. Figures and status may change as filings and press coverage update.

Summitry , a Bay-area RIA with $3.36 billion in assets under management , announced today that it has acquired Vantage Wealth , a Pasadena, Calif.,-based RIA with $721 million in AUM that provides tailored investment management and unbiased financial planning to business owners, executives and successful families

Deal timeline

Announced

Mar 10, 2026 · businesswire.com

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

Sector context

This transaction is classified in investment advisory with a reported deal value of $721M. Figures and status may change as sources update.

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