Deals & Recruiting Roundup: Vanguard, Fidelity, Kingsview, Cresset And More
Vanguard agreed to acquire Altruist, a wealth tech platform, for completion in 2026. Constellation invested in Confluence ($7.6B AUM), Vistria in Curi Capital ($14B AUA), and FTV in Kingsview Partners ($10B AUM). Steward Partners refinanced its credit facility. LPL added two teams with $1.83B in AUM. These deals aim to expand market reach and capabilities.








