WEALTH PARTNERS CAPITAL GROUP
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.
WEALTH PARTNERS CAPITAL GROUP
Status:
Active
Contact:
561-567-8160
Email Addresses:
[email protected]
Technology used in webpage:
Viewport Meta IPhone / Mobile Compatible SPF SSL By Default Google Font API Google Analytics WordPress Content Delivery Network Google Universal Analytics Font Awesome
Similar Organizations
Flucas Ventures
Flucas Ventures is an active venture capital investor.
NIO Capital
NIO Capital is a fund manager investing in themes reshaping the automotive, new energy and technology sectors.
RA Capital Management
RA Capital Management is an investment advisor specializing in the life-sciences and drug development sectors.
Current Employees Featured
Founder
Investments List
| Date | Company | Article | Money raised |
|---|---|---|---|
| 2021-11-18 | WA Asset Management | Wealth Partners Capital Group investment in Venture Round - WA Asset Management | N/A |
| 2021-01-11 | Merit Financial Advisors | Wealth Partners Capital Group investment in Private Equity Round - Merit Financial Advisors | N/A |
| 2020-12-01 | Via | Wealth Partners Capital Group investment in Venture Round - Via | N/A |
| 2017-07-10 | EP Wealth Advisors | Wealth Partners Capital Group investment in Venture Round - EP Wealth Advisors | N/A |
| 2017-07-10 | MAI Capital Management | Wealth Partners Capital Group investment in Venture Round - MAI Capital Management | N/A |
| 2017-07-10 | Forbes Family Trust | Wealth Partners Capital Group investment in Venture Round - Forbes Family Trust | N/A |
More informations about "Wealth Partners Capital Group"
Wealth Partners Capital Group, LLC - LinkedIn
Wealth Partners Capital Group ("WPCG") serves as an investor in and partner to nationally recognized RIAs: EP Wealth Advisors, MAI Capital Management, Merit Financial Advisors, Apella Capital ...See details»
Wealth Partners Capital Group - Crunchbase
Wealth Partners Capital Group focuses on private equity investments in financial services, wealth management, and consulting industries, primarily in the United States, with locations in New York, Dallas, and Birmingham.See details»
Wealth Partners Capital Group and HGGC Establish …
Jan 28, 2025 About Wealth Partners Capital Group Wealth Partners Capital Group (“WPCG”) is a financial services holding company, which invests in and partners with select leading wealth management firms.See details»
Wealth Partners Capital Group - teaserclub.com
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 …See details»
Home | Wealth Capital Partners
This isn’t just wealth management. It’s wealth with purpose. Are you ready for a different kind of multi-family office services? We supply unbiassed, supportive wealth management options …See details»
Wealth Partners Capital Group - True North Advisors
True North Advisors and Wealth Partners Capital Group (“WPCG”) formed a strategic partnership in January 2024, with WPCG (together with financial partner HGGC) making a minority equity investment in True North. WPCG’s mission is …See details»
A Decade of Success | Wealth Partner Capital Group
Elevate your financial future with Wealth Partners Capital Group's decade-long legacy of excellence in wealth management.See details»
Wealth Partners Capital Group, LLC - The Org
Wealth Partners Capital Group ("WPCG") serves as an investor in and partner to six nationally recognized RIAs: EP Wealth Advisors, MAI Capital Management, Merit Financial Advisors, …See details»
Wealth Partners, HGGC invest in The Wealth Alliance
Jan 29, 2025 The Wealth Alliance, a registered investment adviser (RIA) headquartered in New York, has struck an alliance with Wealth Partners Capital Group (WPCG) and HGGC’s Aspire …See details»
Exclusive: WPCG and HGGC team up to stake $2bn New York
Serial RIA investor Wealth Partners Capital Group (WPCG) and private equity firm HGGC have teamed up to take a minority stake in The Wealth Alliance, a hybrid RIA based in Melville, N.Y. …See details»
Wealth Partners Capital Group - Investments, Portfolio
Wealth Partners Capital Group has made 9 investments. Their most recent investment was on Mar 18, 2025, when MCF Advisors raised a new funding round. How many investments has …See details»
Wealth Partners Capital Group and HGGC Form Strategic
Jan 29, 2025 The Wealth Alliance, LLC (“The Wealth Alliance” or “WA”), a New York-based registered investment adviser (RIA), has announced a strategic partnership with Wealth …See details»
Our Team | Wealth Partner Capital Group
Meet the dedicated experts behind Wealth Partners Capital Group. Our team is committed to your financial success and growth.See details»
Contact | Wealth Partners Capital Group
Reach out to us easily and start a conversation. Discover how Wealth Partners Capital Group can support your financial goals today.See details»
News & Press Release | Wealth Partner Capital Group
Stay informed with the latest news and press releases from Wealth Partners Capital Group. Discover industry insights and updates here.See details»
WP Select | Our Partners | Wealth Partner Capital Group
Mar 17, 2025 Discover the collaborative strength of Wealth Partners Capital Group and WP Select, shaping the future of wealth management together for your financial success.See details»
Firm will make a Minority Equity Investment in EP Wealth Advisors …
Firm will make a Minority Equity Investment in EP Wealth Advisors to Enhance Client Experience and Support Growth Strategies Torrance, CA – July 10, 2017 -- EP Wealth Advisors, LLC a …See details»
Carson Group Continues Expansion With Acquisition of Colorado …
22 hours ago Omaha, Neb., July 09, 2025 (GLOBE NEWSWIRE) -- Carson Group, a leading wealth advisory firm with over $42 billion* in assets under management (AUM), today …See details»
WealthONE Bank Acquisition by Globalive-Led Consortium …
2 days ago Matthew McGrath – President and CEO of Optimize Financial Group with 25 years in wealth management Gary Selke – President of Cypress Hill Capital and former CEO of Front …See details»
Wealth Partners Capital Group - PitchBook
Founded in 2017, Wealth Partners Capital Group is a financing advisory firm headquartered in Palm Beach, Florida.See details»