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2022 in Review: Quotacy Acquired by Highland Capital Brokerage

December 14, 2022
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Earlier this year, Highland Capital Brokerage, a national life insurance and annuity distribution company and subsidiary of Advisor Group, acquired Hallett Financial Group and Quotacy.

This acquisition builds upon Highland Capital’s industry leadership, with Highland Capital Brokerage’s CEO Jim Gelder stating, “Combining Hallett Financial and Quotacy with Highland Capital is part of our broader vision of delivering industry-leading capabilities, expertise, and long-term value.”

Jeremy Hallett, Quotacy Co-founder and CEO at Hallett Financial, was happy to announce the acquisition, explaining, “Our legacy and core mission will live on [and] thrive in the years to come, with Hallett Financial and Quotacy joining the Highland team.” True to his word, Quotacy has continued to expand and serve new clients since joining forces with Highland Capital Brokerage.

Read Highland Capital Brokerage’s full press release about the acquisition here.

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