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$1.2B Maridea Brings Tax Prep In-House, Adds Fidelity as Custodian

June 22, 2026

Maridea Wealth Management Acquires Ashford Investment Advisors

June 22, 2026

Maridea Wealth Management Named One of Inc.’s Best Workplaces for 2026

June 3, 2026

Maridea Wealth Management Adds Chichester Financial Group–ConnectMoney

March 26, 2026

Maridea Wealth Management Acquires Chichester Financial Group

March 16, 2026

Maridea Launches Tax & Business Services with Hyperion Acquisition

December 22, 2025

$1bn Maridea launches tax unit through purchase of accounting shop–CityWire

December 22, 2025

Ten to Watch in 2026: Mier Wang–Wealth Management

December 16, 2025

Maridea Expands into Arizona with Heritage Financial

December 8, 2025

Maridea Welcomes Woman-Led RIA to Its Growing Platform–Wealth Management

September 5, 2025