Wealth Partners Capital Group

Wealth Partners Capital Group Overview

  • Founded
  • 2017
Founded
  • Status
  • Private
  • Latest Deal Type
  • Platform
  • Financing Rounds
  • 1
  • Investments
  • 3

Wealth Partners Capital Group General Information

Description

Provider of capital, strategic direction, and functional expertise with the goal of driving organic growth and operational efficiencies. The company delivers capital, investment and management expertise, centralized compliance and state-of-the-art technology and other proposals to its client businesses. .

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 Competitors (2)

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing
Amount
Laird Norton Wealth Management Corporate Backed or Acquired Seattle, WA 00 000000&0
0000 000000000 000 Corporate Backed or Acquired Troy, MI 00 000000&0

Wealth Partners Capital Group Executive Team (4)

Name Title Board Seat Contact Info
John Copeland JD Managing Partner, Co-Founder & President
Richard Gill Co-Founder & Senior Partner
Sean Bresnan Co-Founder & Partner
Allison Sempier Chief Administrative Officer

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 (3)

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Company Name Deal Date Deal Type Deal Size Industry Lead Partner
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