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acquisitionAnnounced · Mar 11, 2026investment advisorySource · CredibleArticle · Factual
Summitry acquires Vantage Wealth
David Najork · Founding Software Engineer
Published · Updated · 1 min read
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 2026-03-11. Figures and status may change as filings and press coverage update.
[photo credit: Summitry LLC ] Summitry , a Bay Area wealth management firm , has acquired Vantage Wealth , a Pasadena - based investment advisory firm that has managed money for local families since 1993, the companies announced Monday
Deal timeline
Announced
Mar 11, 2026 · pasadenanow.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: pasadenanow.com · Primary article · FireStrike proprietary index