Bluespring Wealth Partners
Highly Engaged Employees
Highly Engaged EmployeesFinance · Texas, United States · 11-50 Employees
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Overview
Headquarters
5707 SW Pkwy Bldg 2 Ste 401, Austin, Tex...Phone Number
(888) 665-0237Website
www.bluespringwealth.comRevenue
$16 MillionIndustry
ZI Rank: 2
Signal Type
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ZI Rank
2
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About Bluespring Wealth Partners
Bluespring Wealth Partners is a U.S.-based wealth management platform that acquires and partners with independent advisory firms, providing capital, succession planning, and operational support. It helps financial advisors scale their businesses while preserving client relationships and long-term growth.Explore more
Bluespring Wealth Partners Org Chart
JR
Chief Operating Officer & Director, Portfolio...
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Company Profile Activity
Activity Insights
Bluespring Wealth Partners is experiencing very low activity levels compared to other companies in the Finance sector.
What does this means?
Bluespring Wealth Partners is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Bluespring Wealth Partners.
Bluespring Wealth Partners Tech Stack
A closer look at the technologies used by Bluespring Wealth Partners
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Most Recent Scoops
Mergers & Acquisitions (M&A)
Mergers & Acquisitions, Acquisitions, Mergers
Open Position
Mergers & Acquisitions (M&A)
Mergers & Acquisitions, Acquisitions, Mergers
Hiring Plans
Bluespring Wealth Partners has more open roles in Finance than it has had at any time in the past 12 months. Technologies mentioned include: Riskalyze, Lacerte, and Singular with an increased focus that include Tax Planning, and experience with Smartsheet, Financial Services, Accounting, Dashboard, Project Management, and Workflow Management.
Hiring Plans
Open Position
Bluespring Wealth Partners News & Media
Bluespring Lands $1.41B Kestra-Affiliated Firm
Kestra’s RIA M&A arm is bringing Signature Wealth, a Pittsburgh-based firm, into the fold. It is Bluespring’s eighth acquisition this year.Industry Survey Commissioned by Kestra Reveals Only 6% of Financial Advisors Planning to Retire Have a Fully Documented Succession Plan
AUSTIN, Texas--(BUSINESS WIRE)--Kestra Financial (Kestra) and Bluespring Wealth Partners (Bluespring), companies within the Kestra Holdings ecosystem – which offers industry-leading wealth management platforms for independent wealth management professionals – today announced the release of its first-ever proprietary industry survey, Bridging the Gap: Succession Misalignment Between G1 and G2 Advisors, conducted by independent research firm 8 Acre Perspective. The new survey on advisor successioBluespring Wealth Partners Acquires New Firm and Executes Merger to Create $1.4B AUM Firm
AUSTIN, Texas--(BUSINESS WIRE)--Bluespring Wealth Partners (Bluespring), a leading acquirer of independent RIAs and hybrid wealth management firms, today announced the acquisition of existing Kestra Financial firm SilverStar Wealth Management (SilverStar), along with its subsequent merger into existing Bluespring firm, LifeBridge Financial Group (LifeBridge). As combined teams, investment advisor professionals with SilverStar and LifeBridge will now oversee $1.4 billion in AUM. LifeBridge is aBluespring Welcomes ClariVise Private Wealth as Newest Partner Firm
AUSTIN, Texas--(BUSINESS WIRE)--Bluespring Wealth Partners (Bluespring), a leading acquirer of both independent RIAs and hybrid wealth management firms, today announced the launch of ClariVise Private Wealth (ClariVise) on its platform. Previously operating under the oXYGen Financial brand, co-founders Brandon Hayes, Eric Pucciarelli, and Cristina Briboneria have been affiliated with Bluespring Wealth Partners and operating on the Kestra Financial platform for several years. With the support of
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Bluespring Wealth Partners is a U.S.-based wealth management platform that acquires and partners with independent advisory firms, providing capital, succession planning, and operational support. It helps financial advisors scale their businesses while preserving client relationships and long-term growth.... Read More
