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

Glacier Bank

Glacier Bank is one of the leading companies in the Financial Services sector.

Alliance Bank

Alliance Bank has been a strong banking presence in Northeast Texas since its opening in the late 1920s. Although the name has changed from Sulphur Springs State Bank to Alliance Bank since we first opened our doors, our dedication to providing a high level of customer service has always remained the same. Over the last century, we`ve seen many changes in the dairy industry, as well as the banking industry, and met them head on with new products and services. Those innovative products, such as our Freedom Checking account or agriculture loans, and timesaving services, like mobile banking and deposit, are what keep our customers coming back to bank with local people they can trust.

Mt Rainier National Bank

Mt Rainier National Bank is a Enumclaw, WA-based company in the Financial Services sector.

Florida Parishes Bank

Florida Parishes Bank is a Hammond, LA-based company in the Financial Services sector.

Brown Gibbons Lang and Company

Brown Gibbons Lang & Company (BGL) is a leading independent investment bank and financial advisory firm focused on the global middle market. The firm advises private and public corporations and private equity groups on mergers and acquisitions, divestitures, capital markets, financial restructurings, valuations and opinions, and other strategic matters. BGL has investment banking offices in Chicago, Cleveland, Los Angeles, and Philadelphia, and real estate offices in Chicago, Cleveland, and San Antonio. The firm is also a founding member of Global M&A Partners, enabling BGL to service clients in more than 30 countries around the world. For more information, please visit www.bglco.com. Securities transactions are conducted through Brown, Gibbons, Lang & Company Securities, LLC, an affiliate of Brown Gibbons Lang & Company LLC and a registered broker-dealer and member of FINRA and SIPC.