Chicago‑based wealth management firm VestGen Wealth Partners secured growth capital through Willow Tree Credit Partners and nFleXion Capital Partners to support its M&A strategy.
“Access to institutional capital will allow us to continue our aggressive growth strategy,” said Jason Hanavan, CEO of VestGen. “Willow Tree is the right partner to help us fulfill our vision and continue our momentum in the quickly consolidating and evolving independent wealth management space.”
VestGen provides succession support and professional development for next‑generation advisor teams.
“We are excited to partner with Jason and the VestGen team,” said Tim Lower, Co-Founder, CEO and Chief Investment Officer of Willow Tree. “They have built a scaled platform and shown a disciplined ability to source, close and integrate high‑quality firms. We are pleased to provide flexible capital to support their acquisition strategy and look forward to a long‑term partnership.”
In late 2024, VestGen launched with 10 financial advisory firms collectively managing $5.3 billion in assets. The firm added nine more practices representing $2.2 billion in client assets and expanded its leadership team in 2025. It now oversees $8.5 billion in assets.
Willow Tree is a New York‑based private credit firm founded in 2017 that provides senior secured, floating rate loans to middle market businesses.
nFleXion is a New York‑based financier focused on RIAs, providing financing for employee ownership, shareholder liquidity and M&A.
Raymond James & Associates served as financial advisor to VestGen. White & Case acted as legal counsel to both capital partners, while Benesch Friedlander Coplan & Aronoff acted as legal counsel to VestGen.
Wealth Solutions Report can be reached at info@wealthsolutionsreport.com.
