CTOs on the Move

Wealth Partners Capital Group, LLC

www.wealthpcg.com

 
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.
  • Number of Employees: 0-25
  • Annual Revenue: $1-10 Million

Executives

Name Title Contact Details

Similar Companies

BDT & MSD Partners

BDT & MSD Partners is a merchant bank established in 2023 from the merger of BDT & Company and MSD Partners. The firm focuses on providing strategic advisory services and long-term capital solutions tailored for business owners, family offices, and strategic investors. Their core services include strategic advisory for mergers and acquisitions, capital structure optimization, and trust and estate planning. They also offer investment management through affiliated advisers, focusing on risk-adjusted returns. Additionally, BDT & MSD Partners supports family offices with legacy management and multi-generational wealth planning. Led by Byron Trott and Gregg Lemkau, the firm has a strong leadership team that includes key personnel in compliance, technology, and operations. They manage multiple funds and have made notable investments, such as acquiring a stake in IMA Group to foster growth. The firm is dedicated to aligning with long-term investors and leverages a global network of business owners and investors for shared insights.

aaa acme krasilovsky safe

aaa acme krasilovsky safe is a New York, NY-based company in the Financial Services sector.

Webster Five

The forward-thinking bank that never forgets where it came from. Webster Five is a $800 million community bank with seven convenient branches, serving Central Massachusetts with offices in Auburn, Dudley, Oxford, Shrewsbury, Webster and Worcester. For over a century, the bank has developed a reputation for outstanding personal service, community support and fiscal strength. Webster Five offers a wide range of products, from basic checking and savings accounts to more comprehensive interest-bearing accounts and a full range of mortgages, loans and investment services. The bank takes full advantage of today`s technology by offering online and mobile banking, a host of electronic cash management services for businesses, an expanded ATM network and time-saving features like its “Swipe&Save” automated savings service. And with one of the largest business banking teams in Central Massachusetts, Webster Five provides more resources, services and industry expertise as part of its WebFive for Business total solution. But even though the bank is constantly moving forward, Webster Five never forgets the importance of giving back to the community. Through the Web of Caring to Make a Difference program, Webster Five has distributed millions of dollars in charitable contributions to local nonprofit organizations, while employees have donated time and energy to civic organizations, social services and community causes. Member FDIC, Member DIF, Equal Housing Lender.

Eagle Bank Corporation

EagleBank is a local community business bank with 20 branch offices in Maryland, Northern Virginia and Washington, DC. The bank focuses on providing superior customer service and custom financial solutions for the local business community. EagleBank also offers a complete line of competitive personal banking products and services.

Mills County State Bank

Mills County State Bank is a Goldthwaite, TX-based company in the Financial Services sector.