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WEALTH PARTNERS CAPITAL GROUP (WPCG)

HQ - Palm Beach

Summary

Wealth Partners Capital Group is an investor in registered investment advisors.

Deals Overview

Total Deals8

Valued Deals2

Total Value£ 1.79 B

Avg. Deal Size£ 894 M

Market Context

Senior Management

Rich Gill
Managing Partner
John Copeland
Managing Partner
Sean Bresnan
Managing Partner

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merit financial group

HQ - United States

Asset Managers and Custodians

11 Jan 2021

Investment Date

n/a

Deal Value

wall advisors inc

HQ - United States

Asset Managers and Custodians

5 Dec 2022

Investment Date

100%

Stake

n/a

Deal Value

sloan investment management llc

HQ - United States

Asset Managers and Custodians

1 Jul 2024

Investment Date

100%

Stake

£ 553 M

Deal Value

cornercap

HQ - United States

Private Equity

Asset Managers and Custodians

17 Sep 2024

Investment Date

100%

Stake

n/a

Deal Value

sanctuary wealth management

HQ - United States

Diversified Financials

18 Mar 2025

Investment Date

100%

Stake

£ 1.23 B

Deal Value

nbw capital llc

HQ - United States

Asset Managers and Custodians

28 Mar 2025

Investment Date

100%

Stake

n/a

Deal Value

forefront wealth management

HQ - United States

Asset Managers and Custodians

5 Dec 2025

Investment Date

100%

Stake

n/a

Deal Value

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