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Deals Of The Day: The Latest In Wealth Management M&A – Prospera

Editorial Staff July 16, 2024

Deals Of The Day: The Latest In Wealth Management M&A – Prospera

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

Prospera Financial Services
Up the Graph Financial Group of Irvine, California, with about $115 million in AuM, has joined the platform of Prospera Financial Services.

Up the Graph Financial Group is led by Garrick Updegraph, who has more than two decades’ wealth sector experience.

"I wanted to partner with a firm that provided freedom and breadth of services, in addition to back-office efficiencies, that enable me to provide the level of service my clients expect," Updegraph, president and financial advisor, said.

Prospera was founded in 1982 and is headquartered in Dallas, Texas.

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