CLOs on the Move

WealthGen Advisors

www.wealthgenadvisor.com

 
WealthGen Advisors is a fee-only, concierge wealth management firm. We specialize in generational wealth accumulation and optimized transfer strategies for business owners and retirees.
  • Number of Employees: 25-100
  • Annual Revenue: $1-10 Million

Executives

Name Title Contact Details
Richard Rayles
Director of Operations and Chief Compliance Officer Profile

Similar Companies

Mercury Financial

Mercury Financial® LLC (Mercury Financial) is expanding financial inclusion through technology. We deliver access to credit and a superior digital credit experience focused on the underserved near-prime customer. To date, Mercury Financial has helped empower more than 1 million deserving Americans with better credit through the use of its proprietary risk assessment and data analytics technologies. We strive to provide access to best-in-class credit lines to allow customers to maximize their purchasing power. We offer valuable cashback rewards and travel rewards through strategic partnerships like the Spirit Airlines Free Spirit® Program. Mercury Financial prioritizes providing the tools to promote positive financial behavior and upward mobility through a seamless digital experience. With offices in Austin, Texas, with offices in Wilmington, Delaware, Mercury Financial has more than 160 employees and is led by CEO and 15-year financial services veteran James Peterson and a management team with decades of combined industry experience. Backed by Värde Partners, a leading global alternative investment advisor, Mercury Financial has provided customers access to more than $3.5 billion in credit lines since its founding in 2013. Mercury Financial manages the Mercury Mastercard® and the Free Spirit® Points Mastercard®, which are issued by First Bank & Trust, Brookings, SD pursuant to a license by Mastercard® International.

Liberty Bank National Association

Liberty Bank National Association is one of the leading providers in Financial Services. It is based in Hales Corners, WI. To find more information about Liberty Bank National Association, please visit www.libertybankna.com

JGWPT

Since the day we opened our doors, we’ve been providing our customers with affordable, flexible options to respond to life’s changes – providing them peace of mind and the ability to meet their changing needs. Today, JGWPT Holdings Inc. (“JGWPT”) is headquartered in suburban Philadelphia. We focus on key sectors, including structured settlement payment purchasing, annuity payment purchasing, lottery payment purchasing and pre-settlement funding. Our seasoned management team has developed a category-leading marketing, operations, customer service and funding infrastructure that has allowed us to achieve efficiency and economies of scale necessary for stability and future growth. Through J.G. Wentworth and Peachtree Financial Solutions, we have become one of the world’s leading purchasers of deferred payments from illiquid financial assets, such as structured settlements, annuities and lottery receivables. In fact, since 1995, our companies and their predecessors have purchased over $9.1 billion in future payment obligations from our customers. Approximately three times per year, our purchased payment streams are bundled and issued as Fixed-Rate Asset-Backed Notes, which are typically purchased by institutional investors. This is a core strength for JGWPT – and one that establishes a strong foundation for future growth through our relationships with financial institutions and ability to execute financing through committed warehouse lines. We’ve been a leader in the development of current regulatory framework around the purchasing of structured settlement payments. Our work on both federal and state regulation has, over the past decade, provided more clarity and stability to the structured settlement payment transfer process, and we embrace this regulation. Diversified transactions for our customers, a robust financial infrastructure, and leading by example in regulation, are hallmarks of our heritage at JGWPT – and qualities we will carry forward as we continue our positive growth trajectory.

Direct Benefits

Direct Benefits , Inc. is a Saint Paul, MN-based company in the Financial Services sector.

Bridge Finance Group

Bridge Finance Group is a Chicago, IL-based company in the Financial Services sector.