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VestGen Wealth Partners secures growth capital from Willow Tree to advance its succession strategy and fuel M&A activity.
Round Type
Venture
Investors
Description
VestGen Wealth Partners announced it has secured growth capital from Willow Tree Credit Partners to support its ambitious growth goals and M&A strategy. The firm has integrated 19 financial firms, managing $7.5 billion in assets. With access to institutional capital, VestGen aims to continue its rapid expansion in the evolving wealth management space. Willow Tree is excited to partner with VestGen in this journey.
Fundz sees it the moment VestGen Wealth Partners raises, hires an exec or expands, usually minutes after it happens, and tells you who to reach.
Related People
VestGen Wealth Partners raised. Fundz records a round at a median of 3.6 minutes from the SEC filing, with the decision-maker attached.
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