Wealth Partners Capital Group
Wealth Partners Capital Group is an investor in three nationally recognized RIAs.
Business Model:
Revenue: $3M
Employees: 201-500
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Detailed Wealth Partners Capital Group Information
Geographic Data
Address: 230 Royal Palm Way Ste 201
City: Palm Beach
State: FL
Zip: 33480
Country: US
Financial Info
Stage:
Raised Last:
$0
Raised Total:$0
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Description
The founders of Wealth Partners Capital Group (WPCG), have collectively been one of the most prominent investment groups in the industry, having executed transactions that represent in aggregate over $80 billion in client assets. The team launched WPCG to provide - via their three partner firms - customized transition solutions to retiring advisors and their clients. Investors in Wealth Partners Capital Group include Affiliated Managers Group (AMG), in addition to some of the most accomplished individuals in the wealth management industry.
Contact Phone:
+15615678160
Contact Email:
| Announced Date | Company | Transaction | Money Raised |
|---|---|---|---|
| 7/2017 | Forbes Family Trust | Venture Round | - |
| 7/2017 | EP Wealth Advisors | Venture Round | - |
| 1/2021 | Merit Financial Advisors | Private Equity Round | - |
| 7/2017 | MAI Capital Management | Venture Round | - |
| 11/2021 | WA Asset Management | Venture Round | - |
| 12/2020 | Via | Venture Round | - |
| 11/2021 | WA Asset Management | Venture Round | - |
| 1/2021 | Merit Financial Advisors | Private Equity Round | - |
| 12/2020 | Via | Venture Round | - |
| 7/2017 | MAI Capital Management | Venture Round | - |
| 7/2017 | EP Wealth Advisors | Venture Round | - |
| 7/2017 | Forbes Family Trust | Venture Round | - |
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| Name | Size | Announced Date |
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