History
How It Began
The founding partners of Wealth Partners Capital Group (“WPCG”) previously oversaw the wealth management division of Affiliated Managers Group (“AMG” a publicly-traded asset management firm). That division grew to become one of the country’s largest investors in independent RIAs. In June of 2017, with AMG’s support, we launched WPCG as an independent firm, investing in and partnering with growth-oriented RIAs.
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2017
2017
WPCG launches with investments in 3 partner firms: EP Wealth Advisors, Forbes Family Trust and MAI Capital Management
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2018
2018
5 acquisitions completed with partner firms since launch, representing >$1B in acquired assets
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2019
2019
17 acquisitions completed with partner firms since launch, representing >$6B in acquired assets
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2020
2020
WPCG joined by Berkshire Partners as co-investor in EP Wealth Advisors
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2020
2020
MAI Capital Management announces formal launch of MAI Sports + Entertainment division
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2020
2020
24 acquisitions completed with partner firms since launch, representing >$10B in acquired assets
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2021
2021
WPCG establishes fourth partnership with Merit Financial Advisors
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2021
2021
Forbes Family Trust and Stanhope Capital complete merger to create $26B global wealth management firm
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2021
2021
Galway Holdings announces strategic acquisition of MAI Capital Management
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2021
2021
WPCG establishes fifth partnership with Apella
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2021
2021
WPCG establishes sixth partnership with WA Asset Management, now Waverly Advisors
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2021
2021
44 acquisitions completed with partner firms since launch, representing >$18B in acquired assets
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2022
2022
77 acquisitions completed with partner firms since launch, representing >$27B in acquired assets
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2023
2023
101 acquisitions completed with partner firms since launch, representing >$33B in acquired assets
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2024
2024
WPCG establishes seventh partnership with True North Advisors
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2024
2024
112 acquisitions completed with partner firms since launch, representing >$40B in acquired assets