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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, Apella Capital, Waverly Advisors and True North Advisors. WPCGs mission, in partnership with these RIAs, is to identify, value, negotiate with and acquire smaller wealth advisory practices, and merge them into its partner firms. As of June 30, 2024, WPCG has executed 118 M&A transactions on behalf of its partner firms, representing over $43 billion in acquired AUA.
Finance of America Reverse LLC, based in Plano, Texas, is a prominent provider of reverse mortgage solutions. As part of Finance of America Companies Inc., the company specializes in home equity-based financing, allowing homeowners to access their home equity without incurring monthly payments. It has earned an "A+" rating from the Better Business Bureau and is recognized as a top-rated reverse lender on ConsumerAffairs.com. The company offers a variety of services focused on reverse mortgages, providing comprehensive support to help customers make informed financial decisions. One of its key products is the HomeSafe reverse mortgage, a proprietary option designed to meet the unique needs of homeowners. Finance of America Reverse targets older homeowners, aiming to provide accessible and transparent financial solutions that support their retirement goals. With a recent emphasis on digital innovation, the company is enhancing customer experiences and operational efficiency through technology-driven strategies.
Bank of Lexington is a Lexington, KY-based company in the Financial Services sector.
Gorman Rupp Associates CR UN is a Mansfield, OH-based company in the Financial Services sector.
Bayport Management Ltd (BML) is a global leader in at-source credit extension. Through its eight Bayport Financial Services subsidiaries, the group provides market-leading and relevant financial services to consumers in developing markets. We offer our customers, mostly civil servants, access to credit through a variety of loan products with repayments deducted at source. Our goal is to offer financial services and products that support our customers at every stage of their financial journey. Founded in 2001, BML is incorporated in Mauritius. The success of our business model, expressed in attractive financial returns and social impact, has earned us the support of the worlds largest development finance institutions. An increasing proportion of our borrowings are in local currencies, which unlocks economic value in our host markets while driving down our cost of funding. We are an ethical and customer-centric lender. At group-level we have endorsed the Smart Campaign, which is aligned to our mission, vision and values, and six reputable social impact funders have invested in our business. The Bayport Financial Services brand is available in Botswana, Colombia, Ghana, Mexico, Mozambique, Tanzania, Uganda and Zambia, and currently services more than half a million customers.