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Tuesday, October 27, 2026 · Today’s edition, 6:30 a.m. ETTue, Oct 27 · 6:30 a.m. editionSign inMy Desk 0EditionsSign in
Private Wealth Daily
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VestGen Wealth Partners

In network coverage since October 14, 2026 · 6 stories
3Deals on our tracker
Deal recordFull tracker →
Oct 13, 26Deal announcedWillow Tree Credit Partners — coverage
Oct 13, 26Deal announcedWillow Tree Credit Partners — coverage
Oct 13, 26Deal announcedWillow Tree Credit Partners — coverage
Network coverage
Deals & PE

CohnReznick to add Aldrich's $8B wealth practice in mid-December deal

The transaction brings Aldrich CPAs + Advisors, about 48 partners and more than 500 employees, into the New York tax and consulting firm.
RIA · Oct 15Former VestGen CEO Josh Gerry launches Valla Wealth under Invictus
Deals & PE · Oct 14VestGen Wealth Partners secures credit facility from Willow Tree for Midwest RIA deals
Succession & selling a firm · Oct 14VestGen lands Willow Tree credit facility to fund RIA acquisitions
M&A · Oct 14VestGen takes Willow Tree credit to fund Midwest RIA acquisitions
M&A · Oct 14VestGen Wealth Partners receives Willow Tree credit to fund RIA acquisitions
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