Willow Tree Invests in VestGen
VestGen Wealth Partners (“VestGen”) announced, on October 14, 2026, that it had secured growth capital through Willow Tree Credit Partners (“Willow Tree”). VestGen’s leadership will remain in place. Further terms of the deal were not disclosed.
Willow Tree, based in New York, is a registered investment advisor and private credit alternatives firm focused on providing senior secured, floating rate middle market loans to financial sponsor-backed and family-owned middle market businesses. Willow Tree has approximately $2.8 billion in assets under management.
VestGen, based in Chicago, is a wealth management firm providing financial planning, tax, wealth management, insurance and legal services. VestGen oversees approximately $8.5 billion in assets. Raymond James & Associates served as financial advisor to VestGen on the transaction.
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