Wealth Partners Capital Group
Overview
Wealth Partners Capital Group is a private equity firm specializing in investing in and partnering with growth-oriented Registered Investment Advisors (RIAs). The firm focuses on mergers and acquisitions within the wealth management sector, aiming to consolidate advisory firms and enhance their capabilities. Established in 2017, Wealth Partners Capital Group has been actively involved in the wealth management industry, facilitating the growth and expansion of its partner firms through strategic investments and acquisitions. The firm's approach emphasizes collaboration with RIAs to identify, value, negotiate, and acquire smaller wealth advisory practices, merging them into its partner firms. With a dedicated team of professionals, Wealth Partners Capital Group continues to support its partner firms in achieving their growth objectives, contributing to the evolution of the wealth management landscape. The firm's commitment to strategic partnerships and growth-oriented investments underscores its role in shaping the future of financial advisory services.
Investment Focus
- Growth-oriented Registered Investment Advisors (RIAs) seeking strategic partnerships and acquisitions
Portfolio Companies
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Unlock full contacts →Frequently asked questions about Wealth Partners Capital Group
What sectors does Wealth Partners Capital Group invest in?
Wealth Partners Capital Group invests in Financial Services, Wealth Management and Investment Advisory, and is based in Florida, United States. Wealth Partners Capital Group is listed as a private equity in the ConnectSafely investor database.
What stage does Wealth Partners Capital Group invest at?
Wealth Partners Capital Group backs companies at Growth, Late Stage and Buyout.
Which regions does Wealth Partners Capital Group invest in?
Wealth Partners Capital Group invests across United States.
What companies has Wealth Partners Capital Group invested in?
Wealth Partners Capital Group's portfolio includes EP Wealth Advisors, MCF Advisors, Forbes Family Trust, MAI Capital Management, Apella Wealth and Verdence Capital Advisors.
Last updated · Source: ConnectSafely investor database