Wealth Partners Capital Group
Financial Services • 
525 S Flagler Dr, Suite 300, United States • 21-50 Employees
Company overview
| Headquarters | 525 S Flagler Dr, Suite 300, West Palm Beach, Florida 33401, US |
| Phone number | +15615678160 |
| Website | |
| NAICS | 52 |
| SIC | 679 |
| Founded | 2017 |
| Employees | 21-50 |
| Socials |
Key Contacts at Wealth Partners Capital Group
Peter Wheatley
Director
Madison Snider
Director
Shannon Westhead
Director
Kelly Moore
Director Of Partner Services
Sean Mcaloon
Director
Parker Holbrook
Director
Wealth Partners Capital Group Email Formats
Wealth Partners Capital Group uses 3 email formats. The most common is {first initial}.{last name} (e.g., j.doe@wealthpcg.com), used 60% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}.{last name} | j.doe@wealthpcg.com | 60% |
{first name}.{last name} | john.doe@wealthpcg.com | 36.7% |
{first initial} | j@wealthpcg.com | 3.3% |
About Wealth Partners Capital Group
Wealth Partners Capital Group ("WPCG") serves as an investor in and partner to nationally recognized RIAs: EP Wealth Advisors, MAI Capital Management, Merit Financial Advisors, Apella Capital, Waverly Advisors, True North Advisors, The Wealth Alliance and MCF Advisors. WPCG’s 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, 2025, WPCG has executed 167 M&A transactions on behalf of its partner firms, representing over $65 billion in acquired AUA.
Wealth Partners Capital Group revenue & valuation
| Annual revenue | $3,000,000 |
| Revenue per employee | $89,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $9,600,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 21-50
Seniority
Employees
Employees by Department
Wealth Partners Capital Group has 10 employees across 3 departments.
Departments
Number of employees
Funding Data
Wealth Partners Capital Group has never raised funding before.
Wealth Partners Capital Group Tech Stack
Discover the technologies and tools that power Wealth Partners Capital Group's digital infrastructure, from frameworks to analytics platforms.
Video players
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Maps
JavaScript libraries
Mauritius
Spain
Switzerland
Australia
China
Germany
Frequently asked questions
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