MAI Capital

Boyd Watterson Asset ManagementAsset ManagementUnited States

67% match

Boyd Watterson Asset Management is a private investment firm and asset management company headquartered in Cleveland, Ohio. The firm provides fiduciary and investment services to institutional clients, government entities, and private funds.

Ameriprise Financial Services, LLCAsset ManagementUnited States

67% match

Ameriprise Financial Services is a registered investment adviser and financial services company headquartered in Minneapolis, Minnesota, offering comprehensive financial planning advice and securities.

Majority Stake In MAI CapitalAsset Management

67% match

The evidence describes Carlyle's acquisition of a majority stake in MAI Capital Management, with the deal closing effective June 4, 2026. This new investment aims to strengthen MAI's capital base and support its advisors. The acquisition valued MAI Capital Management at over $2.8 billion.

Mariner Wealth AdvisorsAsset Management

66% matchAI 16/100 ▲Green 2/100 ▲

Mariner Wealth Advisors is a wealth management firm headquartered in Overland Park, Kansas, offering financial planning and investment advisory services across multiple U.S. locations.

Mercer AdvisorsAsset ManagementUnited States

66% matchAI 20/100 ▲Green 0/100 ▼

Mercer Advisors is a fee-based registered investment adviser that provides comprehensive wealth management and family office services. Its offerings include financial planning, investment management, tax planning and preparation, estate planning, insurance solutions, and corporate trustee services.

SEI Investments CompanySEIC · Asset ManagementOaks, United States

65% matchPublicAI 30/100 ▼Green 3/100 ▲

SEI Investments Company is a publicly traded enterprise primarily focused on asset management. Leveraging its network of subsidiaries, SEI delivers a comprehensive suite of financial offerings. These encompass wealth, retirement, and investment solutions, alongside specialized asset management, asset administration, and outsourced investment processing services, in addition to general financial services and investment advisory expertise. Its extensive client roster serves a diverse array of financial entities, including private banks, independent financial advisors, investment managers, wealth management organizations, hedge fund managers, and broker-dealers. Additionally, it caters to corporations, institutional investors, various retirement schemes (both defined-benefit and defined-contribution), endowments, foundations, and non-profit organizations. Through its various entities, SEI actively manages customized client portfolios and also establishes and oversees a diverse range of mutual funds, covering equity, fixed income, and balanced strategies. Furthermore, the company directly engages in investments across public equity and fixed income markets. Its investment decisions are informed by a blend of fundamental and quantitative analytical techniques, integrating both top-down macroeconomic perspectives and bottom-up individual security analysis. Established in 1968, SEI maintains its headquarters in Oaks, Pennsylvania.