Plains Wealth Management
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Plains Wealth Management - overview
Location
Houston, TX, US
Primary Industry
Financial Services
About
Based in Texas, US, Plains Wealth Management operates as a provider of financial services solutions, wealth management support, and tax planning solutions for clients. In January 2026, Cetera Financial Group, Inc. , a portfolio company of Genstar Capital Partners, acquired Plains Wealth Management. Plains Wealth Management provides holistic financial advisory services that integrate investment management with tax aware planning strategies.
The firm’s approach emphasizes aligning portfolio management with tax considerations, retirement planning, estate strategies, and long term wealth preservation objectives.
Current Investors
Cetera Financial Group, Inc.
Primary Industry
Financial Services
Sub Industries
Consulting Services, Accounting Services, Investment Banking
Verticals
FinTech
Company Stage
Add-on
Total Amount Raised
Subscriber access only
Plains 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 | Plains Wealth Management | - |
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