Ategenos Capital Announces Rebrand to AC Wealth Partners

Firm Reinforces its Focus and Commitment to High-Net-Worth Clients and the RIA Marketplace

BERWYN, Pa.--(BUSINESS WIRE)--Ategenos Capital today announced its rebrand to AC Wealth Partners. This transformation, along with crossing $1 billion in assets under management in early Q4 2025, underscores the firm’s dedication to delivering an elevated, advisor- and client-focused wealth management experience tailored to the unique needs of high-net-worth individuals as well as the RIA marketplace.

“Our rebrand focuses on our culture that both respects and supports the advisor and client relationship, which is why we have emphasized ‘AC’—we are advisor and client centric in everything we do,” said Jason Moore, CEO. “RIAs want a wealth platform that is efficient, enhances their productivity, and supports all the extensive needs of their practice. We have built a TAMP for RIAs that accomplishes all of that.”

The transition to AC Wealth Partners in January will introduce refreshed branding and reinforce the firm’s commitment to supporting RIAs. It also marks the start of a series of enhancements expanding wealth management solutions and strengthening the ability to support financial advisors and their clients.

“As we move into this next chapter for our firm, our focus remains on serving the complex needs of the advisor-client relationship,” said Todd Cole, CFA, CFP®, Chief Wealth Officer. A key area of growth has been the firm’s Private Wealth solution, which provides custom portfolios with a dedicated portfolio manager for high-net-worth clients.

AC Wealth Partners has also retained Dr. Christopher Geczy, Adjunct Professor of Finance at The Wharton School, as an investment consultant and member of the AC Wealth Partners’ Investment Committee. Through his firm, Forefront Analytics, AC Wealth Partners will benefit from dedicated quantitative research support across asset allocation, risk management, and macroeconomic insights. Dr. Geczy will also help guide forward-looking investment perspectives, including private markets, digital assets, and other emerging asset classes.

Cole added, “Advisors and clients want more than traditional portfolios—they expect broader solutions, deeper customization, tax efficiency, and true diversification. Our platform combines the strength of our internal investment team with the added perspective of Dr. Geczy to deliver institutional-quality asset allocation advice. That advice is paired with access to private markets and other emerging asset classes, all within a holistic wealth solution supported by concierge-level service.”

“We have ambitious plans for 2026, including new capabilities and strategic initiatives that will further elevate our offering to the RIA marketplace. We’re looking forward to rolling those out over the next few months and are incredibly excited by what’s ahead,” said Moore.

About AC Wealth Partners

AC Wealth Partners is an independent investment advisory firm delivering institutional-quality portfolio management, private wealth solutions, and advisor-centric services to financial professionals and high-net-worth investors nationwide. Founded in 2022, the firm provides a modern suite of investment capabilities and concierge-level support designed to help advisors scale efficiently while delivering a personalized client experience. For more information, please visit www.acwealthpartners.com.

This report and the opinions provided herein are for informational purposes only, are not a solicitation, and should not be considered investment advice or a recommendation to buy, sell, or hold any particular security or investment. All opinions expressed herein constitute the author’s judgement as of the date of this document and are subject to change without notice. Statements made are not facts, including statements regarding trends, market conditions and the experience or expertise of author are based on current expectations, estimates, opinions and/or beliefs. Such statements are not facts and involve known and unknown risks, uncertainties and other factors. Past events and trends do not predict or guarantee or indicate future events or results. Information cited in this report has been drawn from sources believed to be reliable and was captured at a point in time. Therefore, the data is subject to change and its accuracy is not guaranteed. Ategenos Capital, LLC d/b/a AC Wealth Partners does not own or control and is not affiliated with any third-party content provided via hyperlink, quoted, or cited herein. Investors seeking more information should contact their financial advisor. Investing involves risk, including the possible loss of principal. It is not possible to invest directly in an index. Past performance does not guarantee future results. AC Wealth Partners is an investment adviser registered with the SEC. SEC registration does not imply any specific level of training or skill.