On January 6, 2026, it was announced that Cambridge Investment Research had made a minority investment in AmeriFlex Group.
AmeriFlex Group (“AmeriFlex”) announced, on January 6, 2026, that Cambridge Investment Research (“Cambridge”) had made a minority investment in AmeriFlex. Under the terms of the transaction, the AmeriFlex leadership team will remain in place and maintain strategic control. Further terms of the deal were not disclosed.
Cambridge, based in Fairfield, Iowa, is a registered investment advisor offering financial solutions in the areas of advice, growth, technology, and independence. Cambridge has approximately $254 billion in assets under advisement.
AmeriFlex, based in Las Vegas, Nevada, is a registered investment advisor offering wealth management services. AmeriFlex has approximately $1 billion in client assets.
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