Wealth Partners Capital Group
Wealth Partners Capital Group (WPCG) is an investment firm founded by a team with extensive experience in the financial industry, having managed transactions worth over $80 billion in client assets. The firm specializes in providing tailored transition solutions for retiring advisors and their clients through its three partner firms. WPCG focuses on delivering capital, strategic direction, and functional support to registered investment advisors (RIA), facilitating their growth by assisting in the acquisition of like-minded firms. Additionally, WPCG emphasizes client-first planning and investment services, enhancing operational efficiencies for its partners and helping them navigate succession planning. The firm's investors include prominent entities in the wealth management sector, reflecting its established reputation and commitment to driving organic growth.
MCF Advisors
Private Equity Round in 2025
MCF Advisors is a wealth management firm located in Covington, Kentucky, established in 2004. The firm provides a range of services tailored for individuals and small businesses, including financial planning, portfolio management, tax advisory and preparation, as well as business accounting and consulting. MCF Advisors also offers the selection of other advisors, such as private fund managers, and provides bill-payment services. The firm operates as a Registered Investment Adviser, with its assets managed by an executive management team dedicated to serving the financial needs of its clients.
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