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Constellation Wealth Capital

Growth Equity

Chicago, Illinois, US

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Constellation Wealth Capital is an investment adviser specializing in tailored investments and strategic advisory services for the wealth management industry. The company offers flexible capital solutions, business consulting, and technology optimization to support growth and efficiency in wealth management firms.

Recent Transactions involving Constellation Wealth Capital

Deal Target Platform Buyer Industry

Perigon Wealth Management LLC Welcomes Creative Financial Planning Inc., a New York-based Wealth Management Firm with Approximately $150 million in AUM

Creative Financial Planning

Perigon Wealth Management

Constellation Wealth Capital

Wealth Management

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