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With Over $4B Under Management, Apexium Financial Is Acquired by Irving-Based United Capital

by | Nov 10, 2025
The deal is United Capital’s second acquisition this year, following The Paul Group in September. The acquisition adds more than $4 billion in assets under management to United Capital, along with a team of seasoned professionals.
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Dallas’ True North Advisors Expands Texas Presence by Acquiring Clear Rock Advisors
by | Sep 23, 2024
True North—which has $3.9 billion in assets under management—said this is its first acquisition since entering into a strategic growth partnership earlier this year with Wealth Partners Capital Group and HGGC’s Aspire Holdings platform.
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