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Wealth Partners Capital Group ("WPCG") serves as an investor in and partner to six nationally recognized RIAs: EP Wealth Advisors, MAI Capital Management, Merit Financial Advisors, Apella Capital, Waverly Advisors and True North Advisors. WPCGs mission, in partnership with these RIAs, is to identify, value, negotiate with and acquire smaller wealth advisory practices, and merge them into its partner firms. As of June 30, 2024, WPCG has executed 118 M&A transactions on behalf of its partner firms, representing over $43 billion in acquired AUA.
First United Federal Credit UN is a Grandville, MI-based company in the Financial Services sector.
Civic Bank is a Nashville, TN-based company in the Financial Services sector.
First United Methodist Church is a Dothan, AL-based company in the Financial Services sector.
2nd Order Solutions (2OS) is a consulting firm that specializes in applying cutting edge analytics to the world of consumer lending. 2OS builds custom machine learning models and develops credit strategies for firms ranging from small lending startups to top four banks.