Start for free
Start for free
Wealth Partners Capital Group logo

Wealth Partners Capital Group

North America, Florida, United States, West Palm Beach

Description

Wealth Partners Capital Group is an investor in three nationally recognized RIAs.

Investor Profile

Wealth Partners Capital Group has made 9 investments, with 2 in the past 12 months and 67% as lead.

Stage Focus

  • Series Unknown (56%)
  • Private Equity (44%)

Country Focus

  • United States (100%)

Industry Focus

  • Financial Services
  • Wealth Management
  • Consulting
  • Retirement
  • Insurance
  • Real Estate
  • Finance
  • Logistics
  • Mobile Apps
  • Real Time
circle-line
FAQ

Frequently Asked Questions

Learn who this investor regularly partners with—both firms and angels—and explore their latest activity.

Who does Wealth Partners Capital Group frequently co-invest with?

HGGC
HGGC
North America, California, United States, Palo Alto
Co-Investments: 4

What are some of recent deals done by Wealth Partners Capital Group?

MCF Advisors

Covington, Kentucky, United States

MCF Advisors offers wealth management and institutional service & also includes financial, retirement, tax, insurance & consulting services.

ConsultingFinancial ServicesInsuranceWealth Management
Private EquityMar 18, 2025
The Wealth Alliance

Melville, New York, United States

The Wealth Alliance offers financial planning and seasoned advisory services to to individuals and businesses.

AdviceFinancial ServicesWealth Management
Private EquityJan 28, 2025
True North Advisors

Dallas, Texas, United States

True North Advisors is a registered independent advisor headquartered in Dallas, TX that seeks to help its client lead more fulfilled lives.

ConsultingFinanceFinancial ServicesWealth Management
Private EquityJan 24, 2024
WA Asset Management

Birmingham, Alabama, United States

WA Asset Management offers personal wealth management, tax, estate, retirement plan, and institutional consulting services.

Financial ServicesRetirementWealth Management
Series UnknownNov 18, 2021
Merit Financial Advisors

Alpharetta, Georgia, United States

Merit Financial Advisors specializes in divorce services, loss of a spouse, wealth management, financial wellness, and financial planning.

Financial ServicesRetirementWealth Management
Private EquityJan 11, 2021
Via

New York, New York, United States

Via is a transport company that offers public mobility solutions for transit agencies, school districts, cities, and corporations.

LogisticsMobile AppsReal TimeRide SharingTransportation
Series UnknownDec 1, 2020
EP Wealth Advisors

Torrance, California, United States

EP Wealth Advisors is a fee-only registered investment advisory and financial planning firm.

Asset ManagementBankingFinancial ServicesHealth InsuranceInsuranceLendingProperty ManagementReal EstateSecurity
Series UnknownJul 10, 2017
Forbes Family Trust

New York, New York, United States

Forbes Family Trust is a private wealth management and family office services company.

Financial ServicesReal Estate
Series UnknownJul 10, 2017
MAI Capital Management

Cleveland, Ohio, United States

MAI Capital Management is a fee-based wealth management firm providing planning and investment advisory services.

ConsultingFinancial Services
Series UnknownJul 10, 2017
c-shape-1
c-shape-2

Ready to Raise Capital?

Founders in our network have raised from Y Combinator, Sequoia, a16z, and more. You could be next.

Find investors

Pages

Find investorsPricing

Free tools

Pre-Money and Post-Money Valuation Calculator