As part of the announcement, Nitrogen has rebuilt the data architecture underneath its platform, allowing insights to be delivered in milliseconds and show changes over time.
The deal may be the largest acquisition of a CPA firm by an RIA, and brings 600 new employees and $2.5 billion in client assets to Creative Planning. It will be the foundation for a business-focused service division within the firm.
Watch the ultimate recap of Wealth Management EDGE 2023 and revisit the most impactful moments from the premier event for wealth management professionals.