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VestGen Wealth Partners

In network coverage since October 14, 2026 · 6 stories

3Deals on our tracker

Deal recordFull tracker →

Oct 13, 26Deal announcedWillow Tree Credit Partners — coverage

Oct 13, 26Deal announcedWillow Tree Credit Partners — coverage

Oct 13, 26Deal announcedWillow Tree Credit Partners — coverage

Network coverage

Deals & PE

CohnReznick to add Aldrich's $8B wealth practice in mid-December deal

The transaction brings Aldrich CPAs + Advisors, about 48 partners and more than 500 employees, into the New York tax and consulting firm.

RIA · Oct 15Former VestGen CEO Josh Gerry launches Valla Wealth under Invictus

Deals & PE · Oct 14VestGen Wealth Partners secures credit facility from Willow Tree for Midwest RIA deals

exit · Oct 14VestGen lands Willow Tree credit facility to fund RIA acquisitions

M&A · Oct 14VestGen takes Willow Tree credit to fund Midwest RIA acquisitions

M&A · Oct 14VestGen Wealth Partners receives Willow Tree credit to fund RIA acquisitions

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