Deals Of The Day: The Latest In Wealth Management M&A - Triad, Tribe

Editorial Staff

16 July 2020

Advisor Group
Advisor Group, the US network of independent wealth management firms, and one of its businesses, Triad Advisors, have recruited Tribe Financial Group to join Triad Hybrid Solutions.

Tribe Financial Group is an independent wealth management practice, encompassing two financial professionals and $100 million in total client assets. The firm is based in Lake Oswego and Bend, Oregon. It was co-founded in 2013 by managing partners Mary Dill and Kyle Sullivan. Tribe specializes in financial planning, asset management, estate planning, tax planning, legacy planning and business consulting.

Triad, meanwhile, has its headquarters in Atlanta, Georgia. The company has more than 600 financial providers on its platform and provides trading and technology systems, as well as customized wealth management strategies.