VestGen Wealth Partners Secures Growth Capital from Willow Tree Credit Partners
VestGen Wealth Partners has received growth capital from Willow Tree Credit Partners to support its succession strategy and continued M&A activity. The funding will enable VestGen, which launched in late 2024 with $5.3 billion in assets under management (AUM), to expand further after integrating an additional nine advisory firms representing $2.2 billion in AUM by the end of 2025. Now managing a total of $8.5 billion in client assets, VestGen aims to continue its aggressive growth trajectory and support next-generation advisors through innovative succession planning. Willow Tree Credit Partners has experience investing with large-scale wealth management firms and is positioned to provide flexible capital for VestGen's acquisition strategy. The partnership was facilitated by Raymond James & Associates as financial advisor and legal counsel from White & Case LLP (for Willow Tree) and Benesch Friedlander Coplan & Aronoff LLP (for VestGen). VestGen has also expanded its service offerings with the addition of VestGen Retirement Services to better serve plan sponsors and participants.
Topics: acquisition strategy capital raising growth wealth management