Auburn, IN, July 23, 2024 (GLOBE NEWSWIRE) -- CX Institutional, LLC d/b/a Credent Wealth Management ("Credent"), a $2.6 billion RIA headquartered in Indiana, has announced a strategic investment from Crestline Investors ("Crestline"), an alternative investment manager with over $18 billion in AUM. The funds will fuel Credent's already active M&A strategy and be used to further invest in the business, specifically Credent's Advisor Solutions platform ("CAS"), a TAMP that leverages Credent's best-in-class shared services platform to support independent advisors. Since launching in 2018, Credent Wealth Management has experienced robust organic and inorganic growth, completing over 12 acquisitions. Credent's growth has been driven through an integrated approach and investment in shared services, allowing advisors to focus on client service and growing their businesses. The firm is led by an industry-leading executive team that will continue in their existing roles through the partnership with Crestline. David Hefty, CEO of Credent Wealth Management, emphasized the strategic importance of the partnership, "The collaboration with Crestline allows us to continue our growth trajectory, accelerate investment in the ...