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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.
Tmb Fcu is a Cabin John, MD-based company in the Financial Services sector.
Taylor Morrison Home Funding is a Folsom, CA-based company in the Financial Services sector.
Bank of the Northwest is a Tacoma, WA-based company in the Financial Services sector.
Crestmark is a nationally recognized provider of working capital solutions for small- to medium-sized businesses. Financing solutions include asset-based lending, accounts receivable financing, traditional factoring, discount factoring, payroll financing, and invoice financing. An FDIC-insured bank, Crestmark has extensive experience helping many industries, including manufacturing, staffing, transportation, government contractors, petrochemical, and more. Headquartered in Troy, Michigan, with regional offices in Florida, Louisiana and Tennessee; and sales and financing offices located throughout the country.