pe sponsor
Merchant
In PWD coverage since August 26, 2026 · 2 stories
+1Talent net · 12 months1 in · 0 out
Talent flow · 12 monthsOn the wire →
Net +1 · 1 arrivals · 0 departures
Arrivals
Matt Brinker
Aug 19 · from United Capital
Departures
None tracked.
PWD coverage
RIA
Grimes brings tax prep in-house as mid-sized RIAs chase retention
The $7 billion RIA's purchase of a Massachusetts tax shop, backed by Rise Growth, points to a tax and estate push among mid-sized firms and a bet on keeping $5 million-plus households.