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]
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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 |