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WPCG

WPCG is an investment management company that provides capital and wealth management, strategic support and customized transition solutions. Read more

John W. Copeland's photo - Managing Partner of WPCG

Managing Partner

John W. Copeland

CEO Approval Rating

74/100

Founded:

2011

Status:

PrivateIndependent Company

WPCG TOP COMPETITORS OR ALTERNATIVES

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Threshold Group is WPCG's #1 competitor. Threshold Group's headquarters is in Seattle, Washington, and was founded in 1999. Like WPCG, Threshold Group also works within the Diversified Financial Services sector. Threshold Group generates 157% of WPCG's revenue.

Veris Wealth Partners is one of WPCG's top rivals. Veris Wealth Partners was founded in New York, New York} in 2007. Veris Wealth Partners operates in the Investment Banking & Brokerage industry. Compared to WPCG, Veris Wealth Partners generates $3M more revenue.

The CAPROCK Group is one of WPCG's top competitors. The CAPROCK Group is a Private company that was founded in 2005 in Boise, Idaho. The CAPROCK Group is in the Diversified Financial Services industry. Compared to WPCG, The CAPROCK Group has 326 fewer employees.

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Growth Score - 1/1

Is 346 a good estimate for WPCG's Employee count?

WPCG Acquisitions

No recent acquisitions found related to WPCG

WPCG Funding History

ROUND

FUNDING DATE

AMOUNT

INVESTORS

Equity
Jul 2017
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Affiliated Managers Group, Inc

Since WPCG was founded in 2011, it has participated in 1 round of funding. In total WPCG has raised $0. WPCG's funding round was on Jul 2017 for a total of $0

WPCG Investments

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Merit is an investment advisory firm that provides retirement planning and wealth management services for individuals and businesses.
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Jan 10, 2021
Growth
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WPCG News

July 11, 2017Zacks

Affiliated Managers Invests in Wealth Management Venture

Affiliated Managers Group, Inc. (AMG) recently announced that it acquired a minority equity interest ... See more »
July 11, 2017Wealth Adviser

Wealth Partners Capital Group launches with three anchor investments

Wealth Partners Capital Group (WPCG), a new firm focusing on the aggregation of smaller US wealth man... See more »

WPCG Press Releases

Social Media

WPCG Headquarters

230 Royal Palm Way Ste 201 Suite 201

Palm Beach, Florida33480

561-567-8160

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WPCG Summary

ABOUT

Overview

WPCG is an investment management company that provides capital and wealth management, strategic support and customized transition solutions. WPCG was founded in 2011. WPCG's headquarters is located in Palm Beach, Florida, USA 33480. It has raised undi...

CEO

WPCG's Managing Partner, John W. Copeland, currently has an approval rating of 74%. WPCG's primary competitors are Threshold Group, Veris Wealth Partners & The CAPROCK Group.

Frequently Asked Questions about WPCG

  1. When was WPCG founded?

    WPCG was founded in 2011
  2. Who is WPCG's CEO?

    WPCG's CEO is John W. Copeland
  3. How much revenue does WPCG generate?

    WPCG generates $3M in revenue
  4. How much funding does WPCG have?

    WPCG has historically raised $0 in funding
  5. Where is WPCG's headquarters?

    WPCG's headquarters is in Palm Beach Florida, USA
  1. How many employees does WPCG have?

    WPCG has 346 employees
  2. What sector does WPCG operate in?

    WPCG is in Diversified Financial Services
  3. Who are WPCG's competitors?

    WPCG's top competitors are Threshold Group, Veris Wealth Partners, The CAPROCK Group
  4. Who has WPCG invested in?

    WPCG's has invested in companies such as Merit