# Wealth Partners Capital Group

Investor in Palm Beach, Florida

## About Wealth Partners Capital Group

Wealth Partners Capital Group ("WPCG") is a financial services holding company that invests in and partners with a select group of nationally recognized RIAs: MAI Capital Management, Apella Capital, Waverly Advisors, True North Advisors, The Wealth Alliance, MCF Advisors, Verdence Capital Advisors, and Crewe Advisors.

WPCG supports its partners' growth by providing capital, organic growth opportunities and strategic M&A expertise, identifying and evaluating wealth advisory practices for its partners to acquire and integrate.

As of June 30, 2026, WPCG has executed 205 M&A transactions on behalf of its partner firms, representing over $124 billion in acquired AUA.

Our tailored support solutions are designed to elevate every stage of our partner firms’ growth strategies, so they can focus on what matters most: their clients, team, and legacy.

## People

- **John Copeland**, Founding & Managing Partner

## Key Facts

- **Location:** Palm Beach, Florida
- **Investor Type:** Private Equity
- **Founded:** 2017

## Investment Industry

- All Industries

## How to Contact

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