Confluence Financial Partners Announces Strategic Partnership with Constellation Wealth Capital

Confluence Financial Partners Announces Strategic Partnership with Constellation Wealth Capital

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WilmerHale lawyers have decades of experience advising public and private companies in all aspects of mergers and acquisitions.

Confluence Financial Partners ("Confluence"), an independent wealth management firm with approximately $7.6 billion in assets under management and additional 401(k) plan assets as of August 2026 that has experienced significant growth in recent years, announced a new strategic partnership with Constellation Wealth Capital ("CWC").

Through the partnership, CWC will make a minority investment in Confluence, providing additional capital and strategic resources to support the firm's long-term growth. Confluence will continue to be led and controlled by its existing leadership team and remain focused on the principles that have guided the firm throughout its history: maintaining a client-centered approach, investing in its people and building a business designed to endure.

WilmerHale represented CWC in the investment.

The team consisted of Stephanie Evans, Tim Silva, Meghan Walsh, Ben Kelsey, Frank Wang and Se Hee Yim, with assistance from Amanda Albert, Ciara Baker, Ariella Feingold, Ben Fernandez, Skyler Dykes, Cole Swaffield and Nick Goodwin.

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