Wedmont Private Capital
Overview
Wedmont Private Capital is a financial services firm specializing in investment management and advisory services for institutional and individual clients. The firm offers comprehensive wealth planning and investment management services, operating on a flat-fee model that charges clients an annual fixed fee of $12,500, regardless of assets under management. This approach aims to provide high-net-worth families with cost-effective financial advice and services. Established in 2019 by former Credit Suisse colleagues Dominic Corabi and James Pelletier, Wedmont has experienced rapid growth, surpassing $1 billion in assets under management within three years. The firm's unique flat-fee structure has garnered attention from industry publications, including the Wall Street Journal, and has been recognized by Inc. Magazine, ranking No. 316 on the 2024 Inc. 5000 list of the fastest-growing private companies in America. Wedmont's investment philosophy emphasizes transparency and fiduciary responsibility, ensuring that client interests are prioritized. The firm focuses on providing sophisticated financial advice without the conflicts often associated with traditional asset-based fee models. By leveraging modern financial planning strategies and technology, Wedmont aims to deliver personalized and effective wealth management solutions to its clients.
Investment Focus
- High-net-worth individuals and families with investable assets in excess of $1,000,000
Reach Wedmont Private Capital directly
Verified work email, phone and LinkedIn for the full team — one spreadsheet, one payment, yours to keep.
Unlock full contacts →Frequently asked questions about Wedmont Private Capital
What sectors does Wedmont Private Capital invest in?
Wedmont Private Capital invests in Financial Services, and is based in Philadelphia, United States. Wedmont Private Capital is listed as a private investment firm in the ConnectSafely investor database.
What stage does Wedmont Private Capital invest at?
Wedmont Private Capital backs companies at Growth, Late Stage, Pre-IPO, Buyout, Turnaround and Distressed, writing cheques of 1M - 10M.
Which regions does Wedmont Private Capital invest in?
Wedmont Private Capital invests across United States.
Who are the partners at Wedmont Private Capital?
Team members listed for Wedmont Private Capital include Dominic Corabi (Co-Founder) and Dominic C. (Co-Founder).
How do I contact Wedmont Private Capital?
Wedmont Private Capital's contact details — including phone and LinkedIn — are listed in the ConnectSafely investor database, along with its website and the LinkedIn profiles of its partners.
Last updated · Source: ConnectSafely investor database
