Company Overview
- Headquarters
- 230 Royal Palm Way Suite 201, Palm Beach FL
- Website
- wealthpcg.com
- Phone
- (561) 567-****
- Employees
- 28
- Founded in
- 2017
- Industry
- Financial Services
- NAICS Code
- 52, 523, 5239
- SIC Code
- 67, 679
Financials & Stats
Revenue
$14B
Who is Wealth Partners Capital Group
Wealth Partners Capital Group, based in Palm Beach, Florida, is a company that acts as an investor and partner to six prominent Registered Investment Advisors (RIAs). With 28 employees, the company focuses on the financial services sector, specifically mergers and acquisitions within the wealth advisory industry. WPCG's core mission involves identifying, valuing, negotiating, and acquiring smaller wealth advisory practices. These acquired practices are then merged into their partner firms, which include EP Wealth Advisors, MAI Capital Management, Merit Financial Advisors, Apella Capital, Waverly Advisors, and True North Advisors. Since its inception, WPCG has facilitated 112 mergers and acquisitions transactions on behalf of its partner firms. These transactions have resulted in over $40 billion in acquired assets under administration, demonstrating the company's significant impact on the wealth advisory landscape. Interested parties can visit Wealth Partners Capital Group's website at wealthpcg.com for further information.
Wealth Partners Capital Group Tech Stack
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| 14M | 6 | Chicago, IL | 1989 | |
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