Count (ASX:CUP) has completed its investment in wealth advisory firm Tailored Lifetime Solutions, securing a strategic 20% stake in the business, according to a Wednesday filing with the Australian bourse.
Tailored has also acquired financial planning clients from another Count Financial licensed firm as part of the transaction, per the filing.
The partnership supports the company's strategy to expand wealth revenues through its equity partnership model and build a scaled, integrated wealth accounting platform, the filing added.