Key facts
- Wealth Partners Capital Group is a other based in West Palm Beach, Florida with 4 tracked portfolio companies.
- Notable positions include Apella Wealth, The Wealth Alliance, MCF Advisors, Waverly Advisors.
About 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.
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Portfolio, priced
4 companies · by our current valuations| Company | Industry | Valuation | First invested | Role |
|---|---|---|---|---|
| Apella Wealth | — | — | — | |
| The Wealth Alliance | — | — | — | |
| MCF Advisors | — | — | — | |
| Waverly Advisors | — | — | — |
Frequently asked
- What companies does Wealth Partners Capital Group invest in?
- Wealth Partners Capital Group has 4 recorded portfolio companies, including Apella Wealth, The Wealth Alliance, MCF Advisors, Waverly Advisors.