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Mergers & Acquisitions

Last updated March 2026

Mergers and acquisitions are part of our strategy. We're here to listen and help our customers, colleagues and communities at all stages of their journeys. We've purchased several organizations to better support our customers with capabilities and solutions. Since our IPO in 2014 that list includes:

2017 – Western Reserve Partners
2018 – Franklin American Mortgage Company
2019 – Bowstring Advisors, and Clarfeld
2020 – Trinity Capital Investment Banking
2021 – HSBC, Investors Bancorp, Willamette Management Associates, JMP Group, and DH Capital
2023 – College Raptor
2026 – Matrix Capital Markets Group, Inc.

You can learn more about our history and acquisitions on our Investor Relations page.