8
69
Growth Score
-2 pts
Heat Score
2 pts
Company Performance Metrics
Score
Trend
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Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
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Wealth Partners Capital Group is an investor in three nationally recognized RIAs.
- John Copeland: Managing Partner & Co-Founder
- Sean Bresnan: Co-Founder & Partner
About the Company
The founders of Wealth Partners Capital Group (WPCG), have collectively been one of the most prominent investment groups in the industry, having executed transactions that represent in aggregate over $80 billion in client assets.
The team launched WPCG to provide - via their three partner firms - customized transition solutions
to retiring
advisors and their clients.
Investors in Wealth Partners Capital Group include Affiliated Managers Group (AMG), in addition to some of the most accomplished individuals in the wealth management industry.
