Basic info
Industry
financial services
Date founded
2017
Investments made
W
Warren Averett Asset Management, LLC raised undisclosed on November 18, 2021
Investors: Wealth Partners Capital Group, LLC
M
Merit Financial Advisors raised undisclosed on January 11, 2021
Investors: HGGC and Wealth Partners Capital Group, LLC
V
Via raised undisclosed on December 1, 2020
Investors: Wealth Partners Capital Group, LLC
U
Undisclosed raised undisclosed on July 10, 2017
Investors: Wealth Partners Capital Group, LLC
-
- raised undisclosed on July 10, 2017
Investors: Wealth Partners Capital Group, LLC
E
EP Wealth Advisors raised undisclosed on July 10, 2017
Investors: Wealth Partners Capital Group, LLC