Journey Strategic Wealth

Summit, New Jersey, United Statesjourneyswadvisor.com1expert edge

Registered Investment Adviser founded in 2021 managing approximately $5 billion in assets, providing independent advisors with comprehensive practice management support, investment infrastructure, and operations services.

Why interesting to a deal team

Innovative hybrid-RIA platform model targeting independent advisors; acquired by Hightower in 2026, exemplifying successful consolidation and platform diversification strategy.

Experts connected to this company

Penny PhillipsCo-founder and President of the RIA rollup

Penny Phillips

Founder and Strategic Consultant

Thrivos Consulting; Co-Founder and President of Journey Strategic Wealth

AdvisorNew York

Built and sold a $5B RIA rollup to Hightower in 2026; now shapes advisor strategy for a $25B+ platform and sees RIA M&A deal flow firsthand.

Sources

No name matchPrimary
journeyswadvisor.com
Page titlePrimary
learn.journeyswadvisor.com/the-journey-platform

Strongest evidencePage title2 public sourcesHow the grades work