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

Fort Hood National Bank

Fort Hood National Bank is a Killeen, TX-based company in the Financial Services sector.

Arrow Financial Corporation

Arrow Financial Corporation (Arrow), is a bank holding company that owns (directly or indirectly) two nationally chartered banks in New York (Glens Falls National and Saratoga National), an insurance agency (Capital Financial Group, Inc.), a registered

Chino Commercial Bank

Chino Commercial Bank is a Chino, CA-based company in the Financial Services sector.

Ravenswood Fcu

Ravenswood Fcu is a Ravenswood, WV-based company in the Financial Services sector.