Wealth Partners Capital Group
Provider of capital, strategic direction, and functional support focused on driving organic growth and operational efficiencies. The company delivers capital, investment, and management expertise, client-first planning, and investment services to registered investment advisors (RIAs), thus assisting them in acquiring like-minded RIAs and advisors seeking growth, expanded business capabilities, and succession services.
Total Investments
22
Portfolio Companies
0
Exits
0
Funds
0
Investment Activity
Recent deal flow and investment pace
Last 6 Months
5
deals
Last 12 Months
14
deals
Last 2 Years
18
deals
Investment Focus