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Custom Portfolio Group LLC to Join Transform Wealth LLC in Definitive Agreement

Sep 26, 2024•over 1 year ago

Contract Type

agreement

DenverFinancial ServicesFinanceAngel InvestmentNon Profit

Description

Focus Financial Partners Inc. announced today that Custom Portfolio Group LLC has entered into a definitive agreement to join Focus partner firm Transform Wealth LLC. CPG, an independent investment management and wealth planning firm founded in 2011, will gain access to Transform’s financial planning and investment advisory capabilities, while Transform will gain the ability to expand its strong footprint in Colorado through this transaction.

Company Information

Company

Custom Portfolio Group

Location

Denver, Colorado, United States

About

Founded in 2011, CPG is an independent investment management and wealth planning firm that offers tailored, innovative solutions to individuals, families, non-profit organizations, and businesses. CPG specializes in providing wealth planning, retirement advice, and strategic investing expertise.

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Agreement Insights

Based on industry data
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Companies with recent agreements are 2.3x more likely to make additional purchases within 6 months

Fundz is a real-time business intelligence platform powered by agentic AI that proactively delivers personalized daily signals — including funding rounds, executive changes, M&A activity, 13F institutional filings, SEC 8-K events, investor activity, and website modifications — based on each user's watchlist and ICP. A trusted data source at firms such as BlackRock, Oracle, Kleiner Perkins, LinkedIn, HubSpot, and Cloudflare, Fundz democratizes the institutional-grade intelligence that previously required a PitchBook or Bloomberg terminal. Features include FundzWatch™ for automated website change detection, Daily Briefing for AI-powered daily briefings, and unified cross-signal alerts across 200,000+ companies. Developers and data teams can access these signals programmatically via the Fundz Funding Data API, with transparent published pricing.