VestGen Wealth Partners Receives Growth Capital from Willow Tree to Advance Succession Strategy
Additional capital to fuel continued M&A activity
CHICAGO, Oct. 14, 2026 — VestGen Wealth Partners, LLC (VestGen), the wealth management firm revolutionizing the industry by solving for advisor succession while providing dedicated client service across generations, announced today it has secured growth capital through Willow Tree Credit Partners (Willow Tree). Willow Tree has a proven track record investing with large-scale wealth management firms and is well-positioned to support VestGen’s ambitious growth goals.
“After launching only two years ago and successfully integrating 19 firms representing $7.5 billion in assets primarily in the Midwest, 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. We have achieved tremendous success in a short time and look forward to even greater things in the near-term that will set us up for long-term success.”
Tim Lower, founder and CEO of Willow Tree, added, “We are excited to partner with Jason and the VestGen team. 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.”
Strong debut and growth
In late 2024, VestGen launched with an impressive roster of 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. The firm now oversees $8.5 billion in assets.
VestGen continues to support NextGen advisor teams to achieve its ambitious growth goals through innovative succession support and NextGen professional development. The firm also added VestGen Retirement Services to serve as the foundation for a broader, fully integrated solution for plan sponsors and participants.
Raymond James & Associates, Inc. served as financial advisor to VestGen. White & Case LLP acted as legal counsel to Willow Tree Credit Partners and Benesch Friedlander Coplan & Aronoff LLP acted as legal counsel to VestGen.
About VestGen Wealth Partners
VestGen Wealth Partners, LLC is a first-of-its-kind wealth management ecosystem designed to seamlessly connect advisors, families, and their legacies under one unified platform. By combining cutting-edge technology, intergenerational talent, and unwavering commitment to client success, VestGen is redefining what it means to preserve wealth and relationships for generations. VestGen integrates comprehensive financial planning, tax, wealth management, insurance, and legal services into a family office experience, providing clients with the personalized and sophisticated service they deserve. With a mission to build wealth, preserve legacies and empower the future of wealth management, VestGen is poised to become the premier destination for advisors and investors alike. For more information, visit vestgen.com.
About Willow Tree Credit Partners
Willow Tree Credit Partners LP is a private credit alternatives firm founded in 2017 by industry veteran Tim Lower. Headquartered in New York, with satellite offices in Miami and Chicago, Willow Tree is a credit alternatives platform focused on providing senior secured, floating rate middle market loans to financial sponsor-backed and family-owned middle market businesses. Through a multi-pronged origination effort that includes a growing network of operating advisors and financial sponsors, Willow Tree focuses on sourcing and structuring bespoke capital solutions for businesses with EBITDA ranging from approximately $5 to $75 million.
Disclosure:
VestGen Advisors, LLC is an SEC-registered investment advisor. For more information, visit vestgen.com.
Media Contacts
For VestGen
Donald C. Cutler or Lorene Yue
Haven Tower Group
424.317.4864 or 414.317.4854
dcutler@haventower.com or lyue@haventower.com
For Willow Tree
5W Public Relations
