71 West Capital Partners
71 West Capital Partners is an independent registered investment advisor founded in 2025 by former UBS Private Wealth leaders Denis Cleary and Greg Devine, providing customized wealth management to ultra-high-net-worth individuals, families, and foundations across the U.S. from offices in Boston and Los Angeles.
- Company typePrivate
- Founded2025
- HeadquartersBoston, United States
- Headcount1–10
- GTM typeB2C
- OfferingServices
What 71 West Capital Partners does
71 West Capital Partners is an independent registered investment advisor (RIA) founded in November 2025 by Denis Cleary and Greg Devine, both former Private Wealth practice leaders at UBS with more than 20 years of experience serving sophisticated U.S. families. The firm provides highly customized private wealth management services to ultra-high-net-worth individuals, families, and foundations across the United States, with offices in Boston and Los Angeles covering the two principal UHNW corridors.
The firm's service suite is structured around a core offering of investment portfolio construction, supported by pre-liquidity strategies, tax planning, trust and estate planning, liquidity and lending, and next-generation education. These services are delivered as a unified, personalized engagement rather than discrete product lines, with portfolios tailored to each client's pre-existing investments, income needs, tax status, and risk tolerance. Operational infrastructure — including custody and related services — is provided through a core partnership with BNY Pershing, allowing the firm to operate without building proprietary back-office capabilities.
The business model is a fee-based advisory RIA, generating revenue through advisory fees on assets under management or fixed-fee arrangements for comprehensive wealth management. Client acquisition is relationship-driven, relying on the founders' prior UBS networks and direct advisory engagements with UHNW households. As a newly launched boutique with no external capital, the firm is privately held, founder-controlled, and at an early stage of asset gathering.
71 West Capital Partners firmographics
Firmographics- Name
- 71 West Capital Partners
- Legal name
- 71 West Capital Partners
- Website
- https://71westcapital.com
- Company type
- Private
- Founded year
- 2025
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- 71 West Capital Partners is an independent registered investment advisor founded in 2025 by former UBS Private Wealth leaders Denis Cleary and Greg Devine, providing customized wealth management to ultra-high-net-worth individuals, families, and foundations across the U.S. from offices in Boston and Los Angeles.
- Ownership category
- akta.pro rank
71 West Capital Partners industry classification
Industry- Product category
- Private Wealth Management
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Comprehensive/Full-Service RIAs & Independent Wealth Managers (FSAAACAA)
- akta.pro secondary industry
- Financial Planning–Led RIAs (FSAAACAB)
Keywords
Where 71 West Capital Partners is headquartered
LocationHeadquarters
- HQ city
- Boston
- HQ country
- United States
- HQ region
- North America
Offices2 records
Markets served
71 West Capital Partners business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales, Others
Revenue model
- Advisory Services: As a registered investment advisor (RIA), the firm generates revenue through advisory fees charged to clients for portfolio management and wealth advisory services. The fee structure is typically based on assets under management (AUM) or a fixed fee arrangement for comprehensive wealth management services.
Go-to-market motion1 record
Distribution channels1 record
Marketing channels1 record
71 West Capital Partners product offering
Product offeringCore offering
71 West Capital Partners is an independent registered investment advisor (RIA) that delivers highly customized private wealth management services to ultra-high-net-worth individuals, families, and foundations across the United States. The firm's offerings center on investment portfolio construction and extend to pre-liquidity strategies, tax planning, trust and estate planning, liquidity and lending, and next-generation education.
Product overview
71 West Capital Partners is an independent registered investment advisor offering a unified suite of private wealth management services to ultra-high-net-worth individuals, families, and foundations across the United States. The firm operates a single integrated service model centered on Investment Portfolio Construction, complemented by five supporting service offerings: Pre-Liquidity Strategies, Tax Planning, Trust and Estate Planning, Liquidity and Lending, and Next Generation Education. These services work together as part of a comprehensive private wealth management approach led by founding partners Denis Cleary and Greg Devine, with offices in Boston and Los Angeles.
Differentiator
Problem solved
Functional benefit
Products and services
- Investment Portfolio Construction Customized investment portfolio management tailored to each ultra-high-net-worth client's unique financial needs, pre-existing investments, ongoing income needs, tax status, and risk tolerance. Portfolios are built through ongoing collaboration with clients and adapted to their changing life and financial circumstances.
- Pre-Liquidity Strategies Strategic planning services that help clients prepare for major liquidity events such as business sales, IPOs, or other significant asset transitions, integrated with broader wealth planning.
- Tax Planning Comprehensive tax planning integrated with portfolio management to optimize tax efficiency across clients' investment portfolios and broader financial picture.
- Trust and Estate Planning Estate planning and trust management services that help ultra-high-net-worth families structure wealth transfer and legacy planning.
- Liquidity and Lending Liquidity management and lending solutions that help clients access capital while maintaining their investment strategies.
- Next Generation Education Education services designed to prepare heirs and next-generation family members to manage inherited wealth responsibly.
Companies that use 71 West Capital Partners
Customer profileNamed customers1 record
Segments1 record
Ideal customer profiles2 records
71 West Capital Partners technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
71 West Capital Partners partnerships and signals
Strategic signalScale indicators3 records
Recent moves1 record
Expansion highlights4 records
71 West Capital Partners competitors and assessment
Company assessmentBroad incumbents
- Brown Brothers Harriman: Long-standing private bank and wealth manager serving UHNW families and foundations. Competes with 71 West in the UHNW segment but offers a broader banking, lending, and trust platform with greater scale.
- Northern Trust: Large-scale trust bank and wealth manager with a substantial UHNW family office practice. Provides integrated wealth advisory, custody, and banking but with significantly broader scope and scale than 71 West.
- Wilmington Trust: Wealth advisory and trust company serving UHNW individuals, families, and institutions. Overlaps with 71 West on trust, estate, and investment management but with broader corporate and institutional services.
Emerging players
- Sanctuary Wealth: Independent RIA platform supporting breakaway and established advisors with institutional infrastructure. Represents an alternative platform model that 71 West advisors could potentially be recruited to or compete with for talent.
- Cerity Partners: Wealth management and business advisory firm serving UHNW families and institutions with integrated financial planning and investment services. Comparable comprehensive offering and similar client profile.
Direct peers
- Bessemer Trust: Privately owned, multi-family office and independent RIA serving UHNW families across the US. Bessemer is a direct competitor for sophisticated family wealth mandates with a comparable integrated wealth, tax, and estate offering.
- Cresset: Multi-family office and private investment firm serving UHNW individuals and families with integrated wealth advisory and direct investing capabilities. Highly comparable integrated service model targeting the same client segment.
- Aspiriant: Independent, fee-only RIA serving HNW and UHNW clients with comprehensive financial planning and investment management. Similar fiduciary-only positioning and boutique culture.
- Glenmede: Independent investment and wealth management firm serving UHNW individuals, families, and foundations. Comparable to 71 West in fiduciary independent model, UHNW client focus, and comprehensive wealth services.
- Pathstone: Independent RIA focused on UHNW families with comprehensive wealth planning, investment management, and family office services. Pathstone is a like-for-like competitor for sophisticated multi-generational clients.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks6 records
Key highlights6 records
Customer concentration
71 West Capital Partners social profiles
Digital presence71 West Capital Partners compliance and trust
Trust signalCompliance1 record
71 West Capital Partners financial estimates
Financial estimateRevenue estimate
Valuation estimate
71 West Capital Partners leadership team
Management profileNumber of profiles
Profiles2 records
71 West Capital Partners funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
71 West Capital Partners M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about 71 West Capital Partners
What does 71 West Capital Partners do?
71 West Capital Partners is an independent registered investment advisor (RIA) that delivers highly customized private wealth management services to ultra-high-net-worth individuals, families, and foundations across the United States. The firm's offerings center on investment portfolio construction and extend to pre-liquidity strategies, tax planning, trust and estate planning, liquidity and lending, and next-generation education.
Is 71 West Capital Partners a public or private company?
71 West Capital Partners is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was 71 West Capital Partners founded?
71 West Capital Partners was founded in 2025. It employs 1 to 10 people.
Where is 71 West Capital Partners based?
71 West Capital Partners is headquartered in Boston, United States, in the North America region.
How does 71 West Capital Partners make money?
One revenue line is on record: advisory Services.
Who are 71 West Capital Partners's main competitors?
Broad incumbents on record are Brown Brothers Harriman, Northern Trust and Wilmington Trust. Emerging players are Sanctuary Wealth and Cerity Partners. Direct peers are Bessemer Trust, Cresset, Aspiriant, Glenmede and Pathstone.
Does 71 West Capital Partners have an API?
No public API is recorded for 71 West Capital Partners.
What industry is 71 West Capital Partners in?
71 West Capital Partners's product category is Private Wealth Management. Its primary akta.pro industry code is FSAAACAA, Comprehensive/Full-Service RIAs & Independent Wealth Managers, with a secondary code of FSAAACAB, Financial Planning–Led RIAs. Its NAICS code is 523940 and its SIC code is 6282.