Hub International, a Chicago-based insurance brokerage and financial services firm, has acquired the assets of Heritage Wealth Management Group, a Moon Township, Pennsylvania-based hybrid managing $205 million.
Terms of the acquisition were not disclosed.
Hub said in a press release that Michael Finnell, president of Heritage Wealth Management Group, and the Heritage team will join Hub.
The 140-year-old firm catering to ultra-high-net-worth clients joins a growing roster of wealth managers and tech providers plugging Claude into advisor workflows.
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