About Private Capital Group
Private Capital Group is a Financial Services company based in West Hartford (United States) founded in 2003 by Benjamin Kille, and was acquired by Wealthspire in October 2021. Provider of retirement planning, tax strategies, real estate advisory, and other services. Private Capital Group offers products and services including Financial Planning Service, Investment Strategies, and Impact Investing. Its focus areas include Asset Management and Diversified. Its legal entity is Wealthspire Advisors LLC. Its competitors include Fidelity Investments, Morgan Stanley and Northwestern Mutual; 1 of its 3 listed competitors has raised funding.
Company details
Private Capital Group was founded in 2003 and is based in West Hartford, United States. Financial advisory services are provided, focusing on retirement planning, tax strategies, and real estate guidance. Operations center on personalized solutions for clients in the wealth management sector. Additional services support investment and estate planning needs within the U.S. market.
- Headquarters West Hartford, United States
- Founders Benjamin Kille
- Stage Acquired
- SectorsFinancial Services
- Email••••••••
- Phone•••• ••••
- Website pcgct.com
- Social LinkedIn X YouTube
- Acquired by Wealthspire (Oct 2021)
- Legal Name Wealthspire Advisors Llc
- Investors
- Acquired byWealthspire
(Oct 2021)
Products & Services of Private Capital Group
Private Capital Group offers a comprehensive portfolio of products and services, including Financial Planning Service, Investment Strategies, and Impact Investing.
Provides personalized plans for financial goals and security.
Offers philosophies and solutions for portfolio management.
Focuses on investments aligned with social and environmental goals.
Apps and channels of Private Capital Group
its YouTube channel Wealthspire Advisors has 313 subscribers and 30 videos.
Videos from Private Capital Group
The most watched videos on Private Capital Group's YouTube channel, Wealthspire Advisors (313 subscribers). Click a video to play it here.
More on Wealthspire Advisors.
Investors in Private Capital Group
Private Capital Group has secured backing from 1 investor. Prominent investors backing the company include Wealthspire.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Provides wealth management, investment advisory, and other services | 1995 | wealthspire.com | New York, United States |
Investor details for Private Capital Group
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People of Private Capital Group
1 people are tracked at Private Capital Group (1 in leadership).
| Name | Role | Group |
|---|---|---|
Benjamin Kille | Founder | Leadership |
Complete people profiles for Private Capital Group
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Timeline of Private Capital Group
2 dated milestones of Private Capital Group across 18 years, from founding to its latest funding, stage changes and deals.
- Founded Private Capital Group is founded.
- Exit Acquired by Wealthspire.
Competitors of Private Capital Group
Private Capital Group has 3 listed competitors in our database, 1 of them funded. They include Fidelity Investments, Morgan Stanley and Northwestern Mutual.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| fidelity.com | 1946 | Boston, United States | $517.99M | 24,000 | Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | |
| morganstanley.com | 1935 | New York, United States | 49 | Wealth management, investment advisory, and financial services are provided. | ||
| northwesternmutual.com | 1857 | Milwaukee, United States | 6,661 | Northwestern Mutual is engaged in financial planning and insurance services. |
Detailed competitors of Private Capital Group
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Top companies in Asset Management
3 companies that operate in the same segment as Private Capital Group (Asset Management) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | 1946 | Boston, Massachusetts, United States | USD 517.99 M | |||
Investment banking services are delivered across multiple financial sectors. | 1869 | New York, New York, United States | USD 126.21 B | 46,500 | ||
Mutual life insurance company | 1851 | Springfield, United States | 10,466 |
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Related news about Private Capital Group
Complete news archive for Private Capital Group
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Frequently Asked Questions about Private Capital Group
Private Capital Group was founded in 2003.
Private Capital Group is headquartered in West Hartford, United States. It is registered at West Hartford, Connecticut, United States.
Private Capital Group was founded in 2003 and is based in West Hartford, United States. Financial advisory services are provided, focusing on retirement planning, tax strategies, and real estate guidance. Operations center on personalized solutions for clients in the wealth management sector. Additional services support investment and estate planning needs within the U.S. market.
Private Capital Group's top competitors include Fidelity Investments, Northwestern Mutual and Morgan Stanley.
Private Capital Group offers Financial Planning Service, Investment Strategies, and Impact Investing.
Private Capital Group has 1 investor. Key investors include Wealthspire.
Private Capital Group operates through Wealthspire Advisors Llc.
Yes. Private Capital Group was acquired by Wealthspire in October 2021.