VestGen Wealth Partners

What VestGen Wealth Partners does

VestGen Wealth Partners is a Chicago-based registered investment advisor (RIA) platform founded in December 2024 that delivers wealth management, investment management, estate and retirement planning, tax optimization, education planning, and insurance solutions primarily to high net worth individuals and families, business owners, and (through VestGen Retirement Services) retirement plan sponsors. A specialized VestGen Athlete service line extends the offering to professional and student athletes and their families via a partnership with Athlete Collective. The firm is structured as an advisor-roll-up: it acquires and onboards independent advisory practices into a unified operating model built on a proprietary Vision Path Planning™ process and a Transition Path Process™ for advisor succession, supported by an integrated technology stack (Salesforce Financial Services Cloud, Orion, eMoney/MoneyGuidePro, and Zocks for AI meeting notes) and multi-custodian relationships with Pershing, Charles Schwab, and Fidelity.

The firm generates revenue primarily through recurring advisory fees on assets under management, with $8.4 billion in AUM as of May 2026 (up from $7 billion in October 2025), supplemented by retirement plan fiduciary fees and insurance commissions. Distribution is via a direct advisor network across 16+ office locations in Illinois, Missouri, New Jersey, Florida, North Carolina, and Texas, supported by a multi-channel content and social marketing engine. Operations are organized into advisory, compliance, finance, insurance, investment management, marketing, operations, technology, and athlete divisions with a stated headcount of 150+ employees.

Recent growth has been fueled by M&A and divestiture-style acquisitions—most notably six advisory practices ($1.5B AUM) added in October 2025, the Martin Financial Group acquisition in March 2025, and the onboarding of an Osaic-affiliated retirement team (~$662M)—and by product expansions including VestGen Retirement Services and VestGen Athlete. Leadership transitioned in May 2026 from founder/CEO Josh Gerry to Jason Hanavan (formerly President and CFO). The firm is privately held with no disclosed external institutional investors or parent, and operates through VestGen Advisors, LLC, with securities offered through Private Client Services (FINRA/SIPC).

Name

VestGen Wealth Partners

Legal name

VestGen Wealth Partners

Website

https://vestgen.com

Company type

Private

Founded year

2024

Operating status

Operating

Headcount range

101–250 employees

Short description

VestGen Wealth Partners is a Chicago-based registered investment advisor platform offering wealth management, estate and retirement planning, and tax optimization to high net worth individuals, families, business owners, retirement plan sponsors, and athletes through 16+ offices and a proprietary planning-and-succession platform.

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)

SIC

Investment Advice (6282)

akta.pro industry

PRIMARYFSAAACAB

Financial Planning–Led RIAs

Financial & Insurance/Asset & Wealth Management/Registered Investment Advisors (RIAs) & Independent Wealth Managers

SECONDARYFSAAACAL

Specialized/Niche-Vertical RIAs (e.g., Medical, Tech, Executives, Athletes)

Financial & Insurance/Asset & Wealth Management/Registered Investment Advisors (RIAs) & Independent Wealth Managers

SECONDARYFSAEAKAC

Estate Planning & Trust Structuring Advisory

Financial & Insurance/Financial Advisory, Brokerage & Intermediation/Fiduciary, Trust & Estate Advisory

SECONDARYFSAAACAG

Institutional Consulting RIAs (OCIO/Endowments/Foundations/Pensions)

Financial & Insurance/Asset & Wealth Management/Registered Investment Advisors (RIAs) & Independent Wealth Managers

Keywords

• Wealth management services
• Financial planning advisory
• Investment management solutions
• Retirement plan services
• Estate tax planning

Headquarters

HQ city

Chicago

HQ country

United States

HQ region

North America

Offices16 records

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure

Revenue model

1. Assets Under Management (AUM) Advisory Fees: VestGen generates revenue primarily through advisory fees based on assets under management. The firm manages $8.4 billion in AUM as of May 2026, up from $7 billion in October 2025, indicating growth through acquisition of advisory practices.
2. Wealth Management Services: Comprehensive wealth management including investment management, estate planning, education planning, retirement planning, tax optimization, and insurance solutions. Revenue derived from advisory and management fees for these services.
3. Retirement Plan Services: VestGen Retirement Services division offers fiduciary oversight and participant engagement for retirement plan sponsors, managing approximately $662 million in client assets.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels4 records

Core offering

VestGen Wealth Partners is an RIA wealth management platform that delivers comprehensive financial services including investment management, estate planning, retirement planning, tax optimization, education planning, and insurance solutions through its proprietary Vision Path Planning™ process. The firm operates through dedicated divisions including VestGen Retirement Services (fiduciary oversight for retirement plan sponsors) and VestGen Athlete (wealth and brand equity services for professional and student athletes), supported by an integrated technology stack (Salesforce, Orion, eMoney, Zocks) and a multi-office advisor network across the U.S.

Product overview

VestGen Wealth Partners is a wealth management platform offering a unified ecosystem of services built around its proprietary Vision Path Planning™ process. The platform operates as a multi-module suite including core wealth management services (investment management, estate planning, retirement planning, tax optimization, education planning, insurance solutions), supplemented by dedicated divisions — VestGen Retirement Services (retirement plan fiduciary oversight) and VestGen Athlete (specialized services for professional athletes). The technology backbone integrates best-in-class tools: Salesforce Financial Services Cloud (CRM), Orion (reporting and portfolio management), eMoney Advisor (financial planning), and Zocks (AI-powered meeting notes). Additional offerings include the Transition Path Process™ for advisor succession planning and VestGen University™ for talent development.

Differentiator

Problem solved

Functional benefit

Brands

• VestGen Retirement Services: A division focused on retirement plan management, fiduciary oversight, and participant engagement for plan sponsors.
• VestGen Athlete

Products and services

• Vision Path Planning™ VestGen's proprietary goals-based financial planning process, delivering dynamic, interactive planning that adapts with each client's life stages. It is the centerpiece of the firm's unified operating model and integrated into advisor workflows.
• Investment Management Discretionary and advisory investment management services tailored to individual client goals and risk profiles, utilizing the Orion portfolio management tool and access to custody and brokerage at Pershing, Charles Schwab, and Fidelity Investments.
• Estate Planning Wealth preservation and intergenerational legacy planning services, including trust design, estate tax strategy, and charitable giving structures.
• Education Planning Savings and investment strategies designed to help families accumulate funds for education expenses, including 529 plans and other education savings vehicles.
• Retirement Planning Comprehensive retirement income planning, including income projections, Social Security optimization, and withdrawal strategies.
• Tax Optimization Tax-sensitive investment strategies and planning designed to help clients minimize tax liabilities across investment accounts and estate structures.
• Insurance Solutions Risk protection through life, health, disability, long-term care, and property insurance products, supported by dedicated insurance specialists.
• VestGen Retirement Services A dedicated division launched October 2025 offering fiduciary oversight and participant engagement for employer-sponsored retirement plan sponsors, leveraging an advisory team formerly affiliated with Osaic with approximately $662 million in client assets.
• VestGen Athlete A specialized service line targeting professional and student athletes and their families to build enduring wealth and brand equity, including strategic partnership with Athlete Collective and leadership by former NCAA and NFL player Cole Dow.
• Transition Path Process™ VestGen's structured advisor succession planning program providing a turnkey, step-by-step hand-off that preserves client trust, protects enterprise value, and rewards retiring advisors through dual-advisor client meetings and the Vision Path Planning process.

Quantifiable outcome

• VestGen manages $8.4 billion in assets under management as of May 2026
• +2 more outcomes

Segments4 records

Ideal customer profiles5 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration7 records

AI capability3 records

Feature4 records

Partnerships

Seven partnerships are on record, tiered key and core.

• Athlete CollectivekeyStrategic or Co-development Partner · 13 November 2025Strategic partnership for VestGen Athlete initiative targeting professional and student athletes. Athlete Collective is a sports marketing agency co-founded by Cole Dow, now Director of VestGen Athlete, helping athletes build sustainable wealth, secure brand deals, and prepare for life after sports.
• Orion Advisor SolutionscoreTechnology or IntegrationOrion provides comprehensive technology and investment solutions including portfolio management, performance reporting, and client engagement tools. VestGen leverages Orion's platform for client portal access and data-driven insights.
• Pershing (BNY Mellon)coreTechnology or IntegrationPershing, a BNY Mellon company, provides secure custody solutions, advanced technology, and expert insights as a leading global provider of financial business solutions.
• Charles SchwabcoreTechnology or IntegrationCharles Schwab provides brokerage, banking, and financial advisory services, ensuring clients have access to extensive investment options, cutting-edge technology, and exceptional customer service.
• Fidelity InvestmentscoreTechnology or IntegrationFidelity provides robust research and innovative investment solutions including brokerage, investment management, and financial planning. Partnership ensures access to vast investment options and superior customer service.
• eMoney AdvisorcoreTechnology or IntegrationeMoney Advisor provides interactive financial planning tools, sophisticated analytics, and seamless client experiences, empowering clients with clear, actionable insights into their financial health.
• MoneyGuideProcoreTechnology or IntegrationMoneyGuidePro is a leading financial planning software that enables advisors and clients to collaborate on comprehensive financial plans with intuitive interface and powerful planning capabilities.

Scale indicators4 records

Recent moves8 records

Expansion highlights6 records

Direct peers

• Hightower Advisors: Chicago-based RIA platform that grows by acquiring and partnering with advisor teams, offering shared technology, compliance, and investment resources. VestGen's CCO Timothy Woods was early in-house counsel at Hightower, and the firm explicitly references Hightower's growth to $150B AUM as the template VestGen's leadership is executing against.
• Mariner Wealth Advisors: Independent RIA platform that has scaled rapidly through acquisitions and organic growth, providing advisors with centralized investment, planning, and back-office infrastructure. Directly comparable to VestGen's RIA roll-up model with multiple service lines (wealth, retirement, advisor transitions).
• Focus Financial Partners: Partnership model for independent RIAs offering M&A capital, technology, compliance and operations support. Closely mirrors VestGen's value proposition to advisor recruits and provides a public-market benchmark for RIA aggregator valuations.
• Creative Planning: Large independent RIA providing comprehensive wealth management to HNW individuals through both organic growth and acquisitions. Comparable to VestGen in target client (HNW), service breadth, and advisor-acquisition strategy.
• Carson Group: Wealth management firm that partners with advisors via an OSJ/RIA affiliation model, providing technology, coaching, and back-office support. Directly comparable in its advisor-affiliation growth model and wealth management service suite.
• Sanctuary Wealth: Wealth platform that partners with high-producing advisors and teams by providing investment, technology, and operational infrastructure. Comparable to VestGen in targeting established advisors seeking independence with institutional support.
• Mercer Advisors: National RIA platform with comprehensive wealth management, retirement plan, and tax services, scaled largely through acquisitions of smaller RIAs. Highly comparable in multi-service-line RIA platform model and HNW/B2B client mix.

Broad incumbents

• Captrust: Large RIA with deep retirement plan advisory and investment management practices serving both institutions and HNW individuals. Overlaps significantly with VestGen Retirement Services and broader wealth management offerings.
• LPL Financial: Largest independent broker-dealer/RIA custodian providing technology, compliance, and consulting infrastructure to thousands of advisors. VestGen's CCO/Corporate Development Greg Gessert previously led inorganic growth strategy at LPL, and the firm's model competes against LPL's affiliation paths for advisor talent.
• Cetera Financial Group: Independent broker-dealer and RIA platform offering advisor affiliation, technology, and wealth management support. Comparable as a scaled incumbent in the independent advisor channel competing for the same acquisition and affiliation pipeline VestGen targets.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/getstayretired
• YouTubeyoutube.com/@VestGenWealthPartners
• Facebookfacebook.com/profile.php
• LinkedInlinkedin.com/company/about
• Instagraminstagram.com/vestgen

Revenue estimate

Valuation estimate

Number of profiles

Profiles13 records

Subsidiaries3 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about VestGen Wealth Partners