Constellation Wealth Capital
Established in 2023 and headquartered in Chicago, Illinois, Constellation Wealth Capital is a private equity firm focused on investing in wealth management companies.
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Past deals in Investment Banking
Procyon Partners
Private Equity Round in 2025
Procyon Partners they are providing services for institutions and retirement plans, as well as personal wealth management services to individuals and families.
Alvarium Tiedemann
Post in 2024
Founded in 1999, Alvarium Tiedemann is a New York-based wealth management firm offering investment, advisory, and administrative services. It serves individuals, families, and institutions, providing asset management and merchant banking services.
Lido Advisors
Private Equity Round in 2024
Founded in 1999, Lido Advisors is an employee-owned investment manager based primarily in Beverly Hills, California, with additional offices across the United States. The firm provides wealth management services to high net worth individuals and institutions, investing in public equity and fixed income markets.
AlphaCore Capital
Venture Round in 2023
AlphaCore Capital offers financial planning and investment solutions aimed at reducing portfolio risk through wealth management advisory services.
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