Deal · Acquisition15 October 2026 · Closed

Simplicity Group acquires Chicago wealth and tax firm Zen Wealth Management Group

Zen Wealth will rebrand as Simplicity Tax Advisors, and founder Eddie Patel becomes a Simplicity Partner.

Simplicity Group Acquirer · Zen Wealth Management Group Target

The deal

Type: Acquisition
Amount: Not recorded
Status: Closed
Valuation: Not recorded
Region: United States
Date: 15 October 2026

As of this development: a later development may record new terms.

Lifecycle

AnnouncedNot recorded
Closed15 October 2026 · This development

The parties

Zen Wealth Management Group Target

1 development · 1 deal in Minutes

Simplicity Group Acquirer

1 development · 1 deal in Minutes

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