martinwolf Advises Fiducius on Acquisition by Savi

The deal marks a major milestone for the financial advisory firm.

Published on Feb. 9, 2026

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martinwolf, a leading M&A advisory firm, has announced that it advised Fiducius, a financial services company, on its acquisition by Savi, a larger financial technology firm. The deal represents a significant milestone for martinwolf and Fiducius, as the two companies come together to expand their offerings and reach.

Why it matters

The acquisition of Fiducius by Savi highlights the continued consolidation in the financial services industry, as larger firms look to acquire smaller, specialized companies to enhance their capabilities and client base. This deal is a testament to martinwolf's expertise in navigating complex M&A transactions in the technology and financial sectors.

The details

Under the terms of the agreement, Savi will acquire Fiducius, a provider of wealth management and financial planning services. The financial details of the transaction were not disclosed. martinwolf served as the exclusive financial advisor to Fiducius throughout the acquisition process.

  • The deal was announced on February 9, 2026.

The players

martinwolf

A leading M&A advisory firm that specializes in the technology and financial services industries.

Fiducius

A financial services company that provides wealth management and financial planning services.

Savi

A financial technology firm that is acquiring Fiducius to expand its offerings and reach.

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What they’re saying

“We are thrilled to have advised Fiducius on this strategic acquisition by Savi. This deal represents a significant milestone for our firm and underscores our deep expertise in the financial services sector.”

— M&A Partner, martinwolf (Business Wire)

The takeaway

The acquisition of Fiducius by Savi highlights the ongoing consolidation in the financial services industry, as larger firms seek to acquire smaller, specialized companies to enhance their capabilities and client base. This deal is a testament to martinwolf's expertise in navigating complex M&A transactions in the technology and financial sectors.