Parvis Invest Inc. announces strategic acquisition of Richmond Global Wealth to expand fintech investment and wealth management services

Parvis Invest Inc. (“Parvis”), a leading technology-driven investment platform specializing in fintech investment and private market solutions, recently announced its first strategic acquisition with a planned purchase of Richmond Global Wealth Inc. (RGW), a full-service wealth, tax, investment, and insurance advisory firm. This business acquisition marks a significant milestone in Parvis’ evolution, as it expands its capabilities to integrate traditional wealth management and advisory services with its cutting-edge fintech investment platform. The move strengthens Parvis’ position in the merger markets, offering investors unprecedented access to a more comprehensive financial ecosystem.

The strategic significance of the acquisition

This strategic acquisition allows Parvis to combine RGW’s wealth management expertise with its existing platform for private investing, creating a unified service model for investors seeking both traditional and alternative investment opportunities. By bridging the gap between digital investment technology and personalized financial advisory services, Parvis emerges as a hybrid platform capable of delivering end-to-end financial solutions.

Under the terms of the agreement, Parvis will acquire all outstanding shares of RGW in an all-share transaction valued at approximately $800,000, with RGW shareholders receiving Parvis common shares at a deemed price of $0.50 per share. Approved by the boards of both companies, this transaction sets a strong foundation for collaboration and future growth, demonstrating the impact of effective M&A consulting and the guidance of experienced M&A advisors.

For investors, this merger provides access to diversified investment solutions, including traditional financial instruments, private market opportunities, tax optimization strategies, and insurance advisory services, all within a single platform. By combining these offerings, Parvis enhances its ability to deliver long-term portfolio planning, risk management strategies, and integrated wealth solutions.

Expanding Parvis’ platform capabilities

Prior to this acquisition, Parvis primarily focused on private investment opportunities, connecting investors with institutional-quality alternative assets such as real estate and private equity. The addition of RGW’s advisory services expands Parvis’ capabilities significantly:

1. Broader investment options: Investors will now have access to both traditional assets and private market alternatives. This diversification allows for more balanced portfolios and a holistic investment approach.
2. Comprehensive wealth advisory services: RGW brings expertise in tax optimization, financial planning, risk management, and insurance solutions. Integrating these services into Parvis’ platform creates a seamless experience for investors seeking both guidance and execution.
3. Unified digital and advisory experience: Parvis now offers a single platform where investors can manage multiple aspects of their financial lives, combining the efficiency of digital tools with the expertise of professional advisors.
4. Enhanced onboarding for investors: The acquisition simplifies the onboarding process for investors across exempt market and CIRO-regulated channels, improving accessibility and usability.

The combination of technology-driven fintech investment access and personalized financial advisory services positions Parvis to appeal to a broader range of investors, from tech-savvy younger clients to traditional investors seeking structured financial planning.

Why this acquisition matters in 2026

The financial services industry is experiencing a convergence of technology and advisory services. Investors increasingly demand platforms that offer both digital convenience and personalized guidance. By acquiring RGW, Parvis is addressing this need, positioning itself as a comprehensive solution in the merger markets that blends the best of both worlds.

Parvis’ growth trajectory over recent years highlights the platform’s readiness for such an expansion. In 2025, Parvis facilitated over $120 million in capital raised across 54+ private offerings, demonstrating strong investor demand and the effectiveness of its technology-enabled platform. This business acquisition is expected to enhance Parvis’ value proposition further by integrating additional services that attract a wider investor base.

Moreover, as regulatory environments evolve, the ability to provide compliant and diversified investment solutions under one roof becomes increasingly important. Parvis’ integration of RGW positions it as a forward-thinking platform that can adapt to changing regulations while continuing to serve investor needs.

Industry trends driving strategic acquisitions

Parvis’ acquisition of RGW reflects broader trends in the M&A consulting and investment platform space:

1. Digital transformation in wealth management: Investors increasingly prefer platforms that combine technology with personalized services. Hybrid models like Parvis’ are becoming the standard for firms seeking to differentiate themselves.
2. Demand for private market access: Alternative investments, including private equity and real estate, have gained popularity among both accredited and retail investors. Integrating advisory services with private market access addresses a key market gap.
3. Integration of advisory services: Investors expect platforms to offer holistic solutions, including financial planning, tax strategies, and insurance. Combining these services with investment execution improves retention and engagement.
4. Consolidation in the investment platform space: Strategic acquisitions allow companies to expand capabilities quickly, reach new clients, and compete with legacy financial institutions.

By aligning with these trends, Parvis is not just expanding its services but also future-proofing its business model in a highly competitive and evolving market, making it a prime example of M&A advisor expertise in action.

Implications for investors

The acquisition has several immediate and long-term implications for Parvis’ investors:

1. Diversification of portfolio options: Investors can access both traditional and alternative assets through a single platform, enabling more diversified and balanced portfolios.
2. Integrated wealth planning: With RGW’s advisory services, investors can combine investment execution with comprehensive financial planning, creating a more strategic approach to wealth accumulation and risk management.
3. Improved access and convenience: The unified platform streamlines account management, onboarding, and reporting, reducing friction for investors and improving the overall experience.
4. Potential for long-term growth: Parvis’ enhanced service offering may attract new investors, expand capital inflows, and increase platform adoption, benefiting both existing and new clients.
5. Enhanced compliance and security: Integrating advisory services within a regulated framework ensures that investors’ interests are protected and all offerings meet current financial regulations.

Strategic positioning against competitors

Parvis’ hybrid model positions it uniquely against both legacy financial institutions and purely digital investment platforms. Traditional wealth management firms often rely heavily on human advisors but lack efficient digital platforms. Purely digital platforms provide access to investments but often lack personalized advisory services.

Parvis bridges this gap, creating a technology-enabled advisory platform that offers both efficiency and expertise.

The company’s strategic positioning also makes it more attractive for future partnerships or additional acquisitions. By demonstrating its ability to successfully integrate advisory services, Parvis can expand its ecosystem and reach a broader audience, potentially including international markets, solidifying its reputation in merger markets.

Roadmap for integration

The transaction is expected to close on or about February 27, 2026, pending regulatory and shareholder approvals. Once finalized, Parvis will focus on a phased integration of RGW’s advisory services, including aligning operational processes, investor workflows, and compliance protocols.

The integration will prioritize maintaining a seamless investor experience while ensuring that both traditional and alternative investment offerings are optimized for growth. By merging technology and advisory expertise, Parvis aims to offer a fully integrated investment platform that supports both execution and strategic planning, showcasing the value of M&A consulting and skilled M&A advisors.

Conclusion: a new era for Parvis investors

Parvis’ acquisition of Richmond Global Wealth represents more than just a business expansion — it’s a strategic acquisition that positions the company to offer a full spectrum of financial services under a single, integrated platform. For investors, this means enhanced portfolio options, access to professional advisory services, and a more streamlined investment experience.

As Parvis continues to expand, the company’s hybrid model could serve as a blueprint for other investment platforms seeking to merge technology with advisory services. With this acquisition, Parvis is not only enhancing its service offerings but also solidifying its reputation as a forward-thinking fintech investment and wealth management platform.

Looking ahead, Parvis Invest Inc. is well-positioned to continue innovating in wealth management and private investing, leveraging technology and advisory services to attract new investors and retain existing clients. By offering a comprehensive, integrated platform, Parvis strengthens its competitive advantage, enhances investor confidence, and sets the stage for future growth opportunities in both domestic and international markets. This acquisition solidifies Parvis’ role as a leading technology-driven investment platform and signals its commitment to delivering innovative financial solutions for all types of investors, emphasizing its expertise in mergers, business acquisitions, and strategic growth.