About Constellation Wealth Capital
Constellation Wealth Capital is a Financial Services company based in Chicago (United States) founded in 2023. It provides tailored capital solutions and advisory to wealth management firms for growth. It operates on a B2B and Investment Partnerships model in Financial Services and Business Services sectors. Constellation Wealth Capital offers products and services including Tailored Investments and Advisory Services. Its focus areas include FinTech, Investment Tech, Wealth Management and Capital Solutions. Its competitors include Focus Financial Partners, Alera Group and Wintrust; 2 of its 3 listed competitors have raised funding.
Company details
Constellation Wealth Capital specializes in making investments in well-positioned wealth management firms, offering flexible capital solutions and ongoing advisory services. They focus on understanding business goals, fostering growth through consulting in areas like marketing, MA, technology, and operations. Based in Chicago, they partner with firms to enhance independence and profitability while addressing capital needs in the financial sector.
- Headquarters Chicago, United States
- SectorsFinancial ServicesBusiness Services
- Email••••••••
- Website constellationwealthcapital.com
- Investors
Products & Services of Constellation Wealth Capital
Constellation Wealth Capital offers a comprehensive portfolio of products and services, including Tailored Investments and Advisory Services.
Offers capital solutions to support wealth management firm growth and independence.
Provides strategic advice on business management and technology for firms.
Funding Insights of Constellation Wealth Capital
- Total Rounds 1
- Investors Count 1
All 1 funding rounds of Constellation Wealth Capital with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Dec 2025 | Seed | – | – |
1 investors in total: 1 institutional.
Investors in Constellation Wealth Capital
Constellation Wealth Capital has secured backing from 1 investor. Prominent investors backing the company include DayMark Wealth Partners.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Wealth advisory firm offering financial planning and management for individuals and families. | daymarkwealthpartners.com |
Investor details for Constellation Wealth Capital
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
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People of Constellation Wealth Capital
15 people are tracked at Constellation Wealth Capital (9 in leadership, 6 in team).
| Name | Role | Group |
|---|---|---|
Greg Lawton | Partner & Managing Director, Head Of Capital Formation & Investor Relations | Leadership |
Lisa Crafford | Managing Director, Head Of Advisory | Leadership |
Erica Rodrigues | Director, Advisory | Leadership |
Karl Heckenberg | President & Managing Partner | Leadership |
Morgan Mcgovern | Managing Director, Advisory | Leadership |
Sage Rose | Director, Advisory | Leadership |
Pat Mchugh | Managing Director, Head Of Investments | Leadership |
Mike Rieker | Director, Advisory | Leadership |
Katie st. Onge | Chief Operating Officer | Leadership |
Tim Davis | Associate, Investments | Team |
Daniel O’neil | Principal, Investments | Team |
Susan Anderson | Executive Assistant/office Manager | Team |
Timothy Davis | Associate | Team |
Eric Clarke | Operating Advisor | Team |
Patrick Murphy | Controller | Team |
Complete people profiles for Constellation Wealth Capital
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- Team structure
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Timeline of Constellation Wealth Capital
2 dated milestones of Constellation Wealth Capital across 2 years, from founding to its latest funding, stage changes and deals.
- Founded Constellation Wealth Capital is founded.
- Funding First funding round.
Competitors of Constellation Wealth Capital
Constellation Wealth Capital has 3 listed competitors in our database, 2 of them funded. They include Focus Financial Partners, Alera Group and Wintrust.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| focusfinancialpartners.com | 2004 | New York, United States | $332.68M | Business consulting services are provided to banks and lending institutions. | ||
| aleragroup.com | 1995 | Deerfield, United States | $250M | HR, insurance, and liability services are provided by Alera Group. | ||
| wintrust.com | 1991 | Rosemont, United States | 10,463 | Bank offering diversified financial services |
Detailed competitors of Constellation Wealth Capital
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Top companies in Investment & Wealth Tech
3 companies that operate in the same segment as Constellation Wealth Capital (Investment & Wealth Tech) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Cloud-based website builder tool | 2003 | New York, New York, United States | USD 591.5 M | USD 16.79 M | 2,161 | |
Alternative investment platform for startups and investors is operated. | 2010 | San Francisco, California, United States | USD 100 M | 523 | ||
Web3 infrastructure solutions are offered via a blockchain platform. | 2021 | Palo Alto, California, United States | USD 336 M | 186 |
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Related news about Constellation Wealth Capital
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Frequently Asked Questions about Constellation Wealth Capital
Constellation Wealth Capital was founded in 2023 and raised its 1st funding round 2 years after it was founded.
Constellation Wealth Capital is headquartered in Chicago, United States. It is registered at Chicago, Illinois, United States.
Constellation Wealth Capital specializes in making investments in well-positioned wealth management firms, offering flexible capital solutions and ongoing advisory services. They focus on understanding business goals, fostering growth through consulting in areas like marketing, MA, technology, and operations. Based in Chicago, they partner with firms to enhance independence and profitability while addressing capital needs in the financial sector.
Constellation Wealth Capital's top competitors include Focus Financial Partners, Alera Group and Wintrust.
Constellation Wealth Capital offers Tailored Investments and Advisory Services.
Constellation Wealth Capital has 1 investor. Key investors include DayMark Wealth Partners.