VestGen secures growth capital from Willow Tree

Chicago-based VestGen Wealth Partners has secured growth capital from Willow Tree Credit Partners to support acquisitions and its advisor succession strategy. Financial terms were not disclosed.

Launched in late 2024 with 10 financial advisory firms collectively managing $5.3 billion in assets, VestGen added nine practices representing $2.2 billion in client assets in 2025. The company says it now oversees $8.5 billion in assets.

VestGen brings together financial planning, tax, wealth management, insurance, and legal services. Its model focuses on helping advisors transition their businesses to the next generation while maintaining client relationships. The firm also added VestGen Retirement Services to expand its offering for retirement plan sponsors and participants.

Willow Tree is a New York-based private credit firm that provides financing to middle-market businesses.