The latest mergers, acquisitions and other corporate actions in the wealth management sector.

Aspen Standard Wealth
Aspen Standard Wealth has acquired SKY Investment Group, a Hartford, Connecticut-based RIA with $880 million in assets under management. 

SKY was founded in 2005.

“In Aspen, we’ve found a durable platform and a partner that respects our legacy, culture, and long-term vision for the future - and that is incredibly reassuring and empowering,” Robert Bingham (pictured), founder and chief investment officer of SKY, said in a statement.

The transaction, the financial terms of which were undisclosed, is the third acquisition that Aspen has completed. Previous examples include New England Private Wealth Advisors and Summitry.

The CEO of Aspen is Aly Kassim-Lakha.
 
F2 Strategy
F2 Strategy a wealth management technology and marketing services company, has acquired Aliter Investment Services, a Boston-based professional services firm.

Aliter specializes in operations and technology transformation for investment managers and asset servicing providers such as global banks, data integrators and technology firms.

The acquisition expands F2’s capabilities into asset servicing for pooled investment vehicles, complementing its existing Bank Trust and Wealth verticals. Asset Servicing will become F2’s third core vertical, F2 said in a statement this week.

“Aliter represents a natural and strategic extension of our business,” Ryan Beach, CEO at F2 Strategy, said. “With deep expertise and a client base that includes leading asset managers, global banks, insurance companies and data and technology firms, Aliter provides F2 with enhanced scale and the ability to deliver even more comprehensive consulting solutions for our clients.”

Aliter was founded by Dan Ahern and Keith Totten.

This is F2 Strategy’s second acquisition of 2025 and its fourth since announcing a majority investment from private equity firm Renovus Capital Partners two years ago. Other acquisitions by F2 includes those of Oakbrook Solutions and SKY Marketing Consultants. In April, it also acquired MD Solutions, a technology, software and operations provider in Florida. 

Pontera, Snowden Lane Partners
New York headquartered Pontera, a fintech company enabling retirement savers to receive financial advice from their financial advisors, and Snowden Lane Partners, a wealth advisory firm, yesterday announced a strategic partnership to use retirement savings plan (401 (k)) management technology.  

Following the deal, Snowden Lane’s advisors will have access to the Pontera toolkit to manage their clients' 401(k)s, 403(b)s, and other held-away accounts. By using Pontera’s platform, which includes products for rebalancing, compliance, and billing, Snowden Lane will be able to offer its clients’ financial portfolio to improve long-term financial outcomes.  

“Our firm’s advisors have long seen significant demand from clients for advice in held-away workplace retirement accounts. We're thrilled to add Pontera to bridge the gap between 401(k) accounts and our financial advisors’ unique expertise,” said Alison Burkett, executive vice president and head of enterprise development at Snowden Lane Partners. “As a result, our advisors can address their clients’ needs and drive better outcomes for retirement savers." 

“While out-of-the-box offerings like target date funds make a good fit for many retirement savers, those with a broader financial plan need their 401(k) accounts managed holistically with the rest of their assets,” Peter Nolan, SVP of sales at Pontera, added.