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Private Wealth Daily
custodian

Goldman Sachs Custody Solutions

In network coverage since August 14, 2026 · 6 stories
1Deals on our tracker
Deal recordFull tracker →
Jul 31, 26Deal announcedOrion
Network coverage
Features

The $947 Million Median Is Not the Bid a Sub-$1B RIA Gets

Owners of $250 million-to-$1 billion RIAs sell into a market defined by closed sub-$1 billion deals and founders who stayed, not by headline AUM.
Recruiting & transitions · Oct 20Elevation Point takes minority stake in $750M UBS Las Vegas breakaway
M&A · Oct 20Elevation Point takes minority stake in $750M ex-UBS team Truing Capital Advisors
Deals & PE · Aug 16Goldman's Neos deal puts a price on the race to own product factories
Data · Aug 14Orion, Goldman Sachs expand custody tech with AI onboarding
RIA · Aug 14Goldman Sachs launches long/short SMA push for RIAs
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