ATS Wealth Management
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ATS Wealth Management - overview
Established
1990
Location
San Diego, CA, US
Primary Industry
Financial Services
About
Founded in 1990 and based in California, US, ATS Wealth Management operates as a provider of financial and investment advisory services. The company offers securities and investment advisory through Avantax Investment Services and Avantax Advisory Services. In April 2026, Simplicity Financial Marketing Holdings Inc. , a portfolio company of SkyKnight Capital and Dragoneer Investment Group, acquired ATS Wealth Management.
Financial terms were not disclosed. The acquisition will enhance the company's advisory capabilities and broaden its national footprint.
Current Investors
Simplicity Financial Marketing Holdings Inc.
Primary Industry
Financial Services
Sub Industries
Consulting Services, Consumer Finance
Website
www.atswealthmanagement.com/
Verticals
FinTech
Company Stage
Add-on
Total Amount Raised
Subscriber access only
ATS Wealth Management - deals
| Deals Type | Deal Status | Target (s) | Deal Date | Investor(s) | Seller(s) | Deal size (Mn) | Enterprise value (Mn) | Post-money valuation (Mn) | EBITDA multiple (x) | Revenue multiple (x) | Lead partner (s) |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Add-on | Completed | ATS Wealth Management | - |
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