On March 24, 2026, Verdence Capital Advisors announced that Wealth Partners Capital Group and HGGC will acquire a majority stake in its firm.
Verdence Capital Advisors (“Verdence”) announced, on March 24, 2026, that Wealth Partners Capital Group (“WPCG”) and HGGC will acquire a majority stake in Verdence. Under the terms of the transaction, the management team of Verdence will remain significant shareholders. Further terms of the transaction were not disclosed.
Verdence, based in Hunt Valley, Maryland, is a registered investment advisor offering wealth management, financial planning, and family office services. As of December 31, 2025, Verdence had approximately $4.6 billion in assets under management. Fenchurch Partners served as financial advisor to Verdence on the transaction.
HGGC, based in Palo Alto, California, is a registered investment advisor which, through its Aspire Holdings platform, offers investment management, wealth, tax, estate and business transaction planning services. As of December 31, 2025, HGGC had approximately $10 billion in assets under management.
WPCG, based in West Palm Beach, Florida, is a financial services holding company that invests and partners with wealth management firms.
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