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VestGen Wealth Partners Secures Growth Capital From Willow Tree Credit Partners
AltsWire reports that VestGen Wealth Partners obtained growth financing from Willow Tree Credit Partners to support additional advisory-practice acquisitions. The parties did not disclose the financing amount, structure or pricing.
VestGen focuses on practices with succession needs and says it now oversees $8.5 billion in client assets. The article describes a platform built through acquisitions since its December 2024 launch. Willow Tree provides private credit to middle-market businesses, making this an institutional financing development rather than an announced sale of VestGen itself.
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