Insights

Significant Market Activity Wealth Partners Capital Group has executed 167 M&A transactions, representing over $65 billion in acquired AUA, indicating a strong ongoing focus on growth and consolidation within the wealth advisory sector.

Strategic Partnerships Recent partnerships with notable RIAs like MCF Advisors and True North Advisors, along with HGGC involvement, suggest opportunities to collaborate with firms engaged in strategic alliances and capital investments.

Growth Potential With established revenue between $25M and $50M and a clear focus on acquiring smaller wealth practices, there is potential to offer scalable solutions for firms looking to expand or streamline their operations.

Technology Stack The use of modern tech tools like Cloudflare, WordPress, and jQuery indicates openness to digital solutions, presenting opportunities for technology upgrades, cybersecurity, and client engagement enhancements.

Industry Positioning Competing with firms like Focus Financial and Dynasty Financial, WPCG is actively consolidating mid-sized advisory practices, making it a prime target for tailored financial services, private equity solutions, or succession planning services.

Wealth Partners Capital Group, LLC Tech Stack

Wealth Partners Capital Group, LLC uses 8 technology products and services including Unpkg, Cloudflare, Open Graph, and more. Explore Wealth Partners Capital Group, LLC's tech stack below.

Unpkg

Content Delivery Network

Cloudflare

Content Management System

Open Graph

Content Management System

WordPress

Content Management System

Twemoji

Font Scripts

jQuery

Javascript Libraries

Cloudflare Bot Management

Security

GoDaddy

Web Hosting

Wealth Partners Capital Group, LLC Email Formats	Example	Percentage
First.Last@wealthpcg.com	John.Doe@wealthpcg.com	50%
First.Last@wealthpcg.com	John.Doe@wealthpcg.com	50%

Wealth Partners Capital Group, LLC Email Formats

Example

Percentage

First.Last@wealthpcg.com

John.Doe@wealthpcg.com

50%

First.Last@wealthpcg.com

John.Doe@wealthpcg.com

50%

Frequently Asked Questions

Where is Wealth Partners Capital Group, LLC's headquarters located?

Wealth Partners Capital Group, LLC's main headquarters is located at 525 South Flagler Drive, Suite 300. The company has employees across 3 continents, including North AmericaAsiaEurope.

What is Wealth Partners Capital Group, LLC's official website and social media links?

Wealth Partners Capital Group, LLC's official website is wealthpcg.com and has social profiles on LinkedIn.

What is Wealth Partners Capital Group, LLC's NAICS code?

Wealth Partners Capital Group, LLC's NAICS code is 52 - Finance and Insurance.

How many employees does Wealth Partners Capital Group, LLC have currently?

As of January 2026, Wealth Partners Capital Group, LLC has approximately 36 employees across 3 continents, including North AmericaAsiaEurope. Key team members include President/Registered Principal: R. D.Founder & President: J. G.Principal Ceo: A. S.. Explore Wealth Partners Capital Group, LLC's employee directory with LeadIQ.

What industry does Wealth Partners Capital Group, LLC belong to?

Wealth Partners Capital Group, LLC operates in the Financial Services industry.

What technology does Wealth Partners Capital Group, LLC use?

Wealth Partners Capital Group, LLC's tech stack includes UnpkgCloudflareOpen GraphWordPressTwemojijQueryCloudflare Bot ManagementGoDaddy.

What is Wealth Partners Capital Group, LLC's email format?

Wealth Partners Capital Group, LLC's email format typically follows the pattern of First.Last@wealthpcg.com. Find more Wealth Partners Capital Group, LLC email formats with LeadIQ.

When was Wealth Partners Capital Group, LLC founded?

Wealth Partners Capital Group, LLC was founded in 2017.

Wealth Partners Capital Group, LLC

Q: What technology does Wealth Partners Capital Group, LLC use?

Wealth Partners Capital Group, LLC's tech stack includes WP Engine, Microsoft 365, Cloudflare, Open Graph, JSON-LD.

Financial ServicesFlorida, United States11-50 Employees

Wealth Partners Capital Group ("WPCG") serves as an investor in and partner to nationally recognized RIAs: EP Wealth Advisors, MAI Capital Management, Merit Financial Advisors, Apella Capital, Waverly Advisors, True North Advisors, The Wealth Alliance and MCF Advisors.

WPCG’s mission is to use its capital, strategic M&A expertise and organic growth capabilities to help its partner firms grow. WPCG identifies, values and negotiates with wealth advisory practices for its partners to acquire and integrate. 

As of September 30, 2025, WPCG has executed 178 M&A transactions on behalf of its partner firms, representing over $76 billion in acquired AUA.

Insights

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