Deal Snapshot
Simplicity Group Acquires Sawtooth Solutions, Enhancing its Wealth Advisory Offering
Wednesday 15 September 2021

US-based UMA (Unified Managed Accounts) platform Simplicity Group has acquired Minneapolis, US-based managed account investment solutions provider Sawtooth Solutions, LLC, the company said.

Sawtooth is a provider of unified managed account investment solutions to independent wealth advisors. Sawtooth provides access to hundreds of leading third-party asset managers, equipping advisors with model investment portfolios for all ranges of wealth, from the mass-affluent to the high net-worth.

Date Published: 15/09/2021