Rich Gill

I'm an investor in independent wealth management firms. I've long been interested in how people interact with money, who they choose to rely on, and the kinds of advice they value. In 2017 I started Wealth Partners Capital Group. Since raising $65M from family office investors we have invested in a number of the best RIA firms in the country including EP Wealth Advisors, Merit Financial Advisors, MAI Capital Management, Apella, Waverly Asset Management, TrueNorth, Wealth Alliance, MCF, and Verdence. These firms represent ~$150B in assets and have collectively executed over 200 acquisitions since we started the company. I'm very proud to have been part of building four of our firms into multi-billion dollar enterprise value enterprises. Outside of WPCG I serve as one of the managers of the Oxonian Ventures specializing in their financial services investments such as CNote. I also make angel investments outside of financial services in things that interest me. Recently that's been Lyten (lithium-sulfur batteries), Bay Padel (building padel courts in CA), and Endless Funds (AI powered hedge fund strategies at a fraction of the cost).