Firm at a glance
Reverence Capital is a platform private equity firm founded in 2013, per its own website [S1].
What they buy
Based on publicly disclosed transactions, Reverence Capital appears to concentrate its investment activity in financial services businesses [S2]. Recent acquisitions span wealth management platforms, banking institutions, insurance operations, and financial technology providers [S2]. The firm demonstrates a pattern of building platforms through add-on acquisitions, with four add-on transactions completed in the trailing twelve months as of mid-2025 [S2].
Portfolio
Public transaction records from the past 24 months reference the following companies, though a comprehensive current portfolio list was not available in the materials reviewed:
**Wealth Management & Advisory**
– Osaic (platform acquisition, April 2026) [S2]
– SEIA (platform, with add-ons including Select Money Management in September 2025 and Cedar Brook Company in June 2024) [S2]
– Envestnet (platform acquisition, November 2024) [S2]
**Banking**
– New York Community Bank (platform acquisition, March 2024) [S2]
– EverBank (platform, with Sterling Bank & Trust add-on in September 2024) [S2]
**Insurance**
– Sunstar Insurance Group (platform acquisition, August 2024) [S2]
**Financial Services**
– Cardworks (platform, with Ally’s Credit Card Business add-on in January 2025) [S2]
Recent activity (last 24 months)
– July 2026: Exit of Russell Investments [S2]
– June 2026: Acquisition of Eide Bailly [S2]
– April 2026: Acquisition of Osaic [S2]
– January 2026: Exit of CRS [S2]
– September 2025: Add-on acquisition of Select Money Management by SEIA [S2]
– June 2025: Add-on acquisition of CW Advisors by Osaic [S2]
– January 2025: Add-on acquisition of Ally’s Credit Card Business by Cardworks [S2]
– November 2024: Acquisition of Envestnet [S2]
– September 2024: Add-on acquisition of Sterling Bank & Trust by EverBank [S2]
– August 2024: Acquisition of Sunstar Insurance Group [S2]
– August 2024: Exit of Transact Campus Inc. [S2]
– June 2024: Add-on acquisition of Cedar Brook Company by SEIA [S2]
– May 2024: Add-on acquisition of Lincoln Wealth by Osaic [S2]
– March 2024: Acquisition of New York Community Bank [S2]
How this firm fits a seller
Reverence Capital appears oriented toward financial services businesses that can serve as platforms for consolidation, based on observed transaction patterns [S2]. The firm demonstrates an active buy-and-build approach, completing multiple add-on acquisitions within individual platforms shortly after initial platform investments [S2]. Three exits completed within the past 24 months suggest the firm maintains an active realization cycle [S2]. Sellers in wealth management, banking, insurance, or adjacent financial services sectors may find sector alignment with this buyer’s documented investment focus [S2].
Sources
[S1] https://www.reverencecapital.com/firm (as of 2025-01-15)
[S2] https://www.reverencecapital.com/news (as of 2025-01-15)
Frequently asked questions
Does Reverence Capital buy financial services businesses?
Yes, approximately all publicly disclosed transactions from the past 24 months involve financial services companies, including wealth management platforms, banks, insurance operations, and fintech providers [S2]. The firm’s transaction history suggests concentrated focus in this sector.
What companies has Reverence Capital acquired recently?
Recent platform acquisitions include Eide Bailly in June 2026, Osaic in April 2026, and Envestnet in November 2024 [S2]. The firm also completed multiple add-on acquisitions through existing platforms during this period [S2].
Where is Reverence Capital based and how big is the firm?
The firm was founded in 2013, per its website [S1]. Specific office locations and fund size information were not available in the public materials reviewed as of January 2025.
Is Reverence Capital still actively acquiring?
Yes, the firm completed acquisitions as recently as June 2026 with the Eide Bailly transaction and has maintained consistent deal activity throughout 2024, 2025, and 2026 [S2].
This profile is maintained by CT Acquisitions as an independent third-party reference. CT Acquisitions is not affiliated with, endorsed by, or a representative of the firm profiled. All facts sourced from publicly available materials as of the dates cited.