Wealth Partners Capital Group Overview

  • Founded
  • 2017
Founded
  • Status
  • Private
  • Latest Deal Type
  • Platform
  • Financing Rounds
  • 1
  • Investments
  • 5

Wealth Partners Capital Group General Information

Description

Provider of capital, strategic direction and functional support focused on driving organic growth and operational efficiencies. The company delivers capital, investment and management expertise, client-first planning and investment services to registered investment advisors (RIA), thus assisting them in acquiring like-minded RIAs and advisors seeking growth, expanded business capabilities and succession services.

Contact Information

Ownership Status
Privately Held (backing)
Financing Status
Private Equity-Backed
Primary Industry
Other Financial Services
Primary Office
  • 230 Royal Palm Way
  • Suite 201
  • Palm Beach, FL 33480
  • United States
+1 (561) 000-0000
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Wealth Partners Capital Group Valuation & Funding

Deal Type Date Amount Valuation/
EBITDA
Post-Val Status Debt

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Wealth Partners Capital Group Comparisons

Description
Primary
Industry
HQ Location
Employees
Total Raised
Post Valuation
Last Financing Details
Provider of capital, strategic direction and functional support focused on driving organic growth and operational effici
Other Financial Services
Palm Beach, FL
000.00
000000000000 000.00

000000 0

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00000 000000000 00000000
Glasgow, United Kingdom
0 As of 0000
0.000 0000-00-00
000000&0

000 0000

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00000 000000000 00000000
San Diego, CA
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Wealth Partners Capital Group Competitors (9)

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
Turris Partnership Corporate Backed or Acquired Glasgow, United Kingdom 0 000000&0
000 00000 000000 0 Corporation San Diego, CA
000000 00000000 00 Corporate Backed or Acquired Chicago, IL 00 000000&0
00000 000000000 00 Private Equity-Backed Horsham, PA 0 000000000000
000000 00000000 Private Equity-Backed Denver, CO 000 00000 000000000 00000
You’re viewing 5 of 9 competitors. Get the full list »

Wealth Partners Capital Group Executive Team (4)

Name Title Board Seat Contact Info
John Copeland JD Managing Partner & Co-Founder
Richard Gill Co-Founder & Senior Partner
Sean Bresnan Co-Founder & Partner
Allison Sempier Chief Administrative Officer
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Wealth Partners Capital Group Investors

Investor Name Investor Type Holding Investor Since Participating Rounds Contact Info

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Wealth Partners Capital Group Investments (5)

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
000000000 00000000 30-Apr-2021 0000000000 Consulting Services (B2B) 0000 00000000 00
00000 000000000 00 31-Dec-2020 00 000000000000000 Asset Management 0000 00000000 00
00 000000 00000000 10-Jul-2017 000000000 Asset Management 0000 00000000 00
000000 000000 0000 10-Jul-2017 000000000 Asset Management 0000 00000000 00
MAI Capital Management 10-Jul-2017 Corporate Asset Management 0000 00000000 00
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Wealth Partners Capital Group Subsidiaries (1)

Company Name Industry Location Founded
000000000 00000000 Consulting Services (B2B) Cleveland, OH 0000
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Wealth Partners Capital Group Exits (1)

Company Name Exit Date Exit Type Exit Size Status Buyers
000000 000000 0000 10-Jul-2017 000000000 Completed
  • 000000 00000000 00
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