Wealth Partners Capital Group is a private equity firm. Team members are concentrated in New York, United States. Among the 10 companies in the known portfolio are Via, EP Wealth Advisors, MCF Advisors, The Wealth Alliance, True North Advisors and Verdence Capital Advisors.
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Investment focus
- Stage
- Late-StageSeed
- Sector
- FinTech
- Focus
- RIA consolidatorWealth Management
Contacts
Who to pitch at Wealth Partners Capital Group
Wealth Partners Capital Group portfolio companies (10)
- Via
- EP Wealth Advisors
- MCF Advisors
- The Wealth Alliance
- True North Advisors
- Verdence Capital Advisors
- Waverly Advisors
- Forbes Family Trust
- MAI Capital Management
- Merit Financial Advisors
Co-investors
Funds that share portfolio companies with Wealth Partners Capital Group.
Similar funds
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About Wealth Partners Capital Group
The firm's listing covers sector FinTech, and focus areas RIA consolidator and Wealth Management; known deals cluster at Late-Stage and Seed.
Of the 4 people on file at Wealth Partners Capital Group, Kelly Moore (Director of Partner Services), Sophia Vazquez (Wealth Partners Capital Group, LLC) and Nicholas Trepp (Investor) are listed as the contacts to approach first.
Across the known portfolio, 13 co-investors appear alongside Wealth Partners Capital Group, including HGGC, Broadscale and Berkshire Partners.
Frequently asked questions
What is Wealth Partners Capital Group?
Wealth Partners Capital Group is a private equity firm whose team is concentrated in New York, United States, with a known portfolio of 10 companies. The portfolio comes from public investment records rather than from the firm, so deals that never surfaced publicly are not in it.
What does Wealth Partners Capital Group invest in?
Listed sectors include FinTech; listed focus areas include RIA consolidator and Wealth Management. Those tags come from the portfolio attached to the firm, so they describe what has been backed rather than a stated mandate for what comes next.
What stage does Wealth Partners Capital Group invest at?
The known deals of Wealth Partners Capital Group include Late-Stage and Seed rounds. Check that against your own round before reaching out: stage mismatch is the most common reason a well matched sector still goes nowhere.
Who should I pitch at Wealth Partners Capital Group?
3 of the 4 people on file at Wealth Partners Capital Group are listed as contacts for the firm. All 4 have their own profile page.
How do I contact Wealth Partners Capital Group?
Any email address on file for the firm is masked on this page and readable inside RaiseHunt after you create an account. The 4 people attached to the firm have their own pages, each showing whether an address is on file for them.
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Data: RaiseHunt investor dataset · Snapshot 5 September 2026 · How this data is built · Report a correction or request removal