DeVoe CapitalWorks™ is a platform that helps RIAs secure capital. We’ll help you understand your financing options, assess which of 30+ options is best for you, and introduce you to one or more providers based on your situation.

Today’s lending and capital options have mushroomed to include conventional loans, SBA loans, private equity, revenue share agreements, passive capital, patient capital, and more. The proliferation of loans and capital options is great for the RIA space, but you might be overwhelmed or confused.

That’s where DeVoe CapitalWorks comes in.

Quick and Easy Process

• Schedule a call for a brief consultation with a DeVoe expert.
• Tell us about your situation and goals – we will walk you through what we need.
• Get our unbiased guidance and an introduction to one (or more) solution providers that best fit your needs.

Resources

• DeVoe CapitalWorks Webinars: Getting Creative with Lending and Capital and other webinars including multiple related to the CARES Act and PPP loans
• Case study: Revenue Participation Interest (Dynasty Financial Partners)
• Case study: Multi-Phase Partnership (Oak Street Funding)
• Case study: Multi-Stage Succession (Live Oak Bank)

Why We Created DeVoe CapitalWorks
DeVoe & Company helps RIAs with succession planning and acquisitions - and often these initiatives can benefit from loans. So, after doing all our homework on all the capital providers for years, we thought we should share the knowledge. We’ve identified the capital providers who focus on the wealth management industry, continue to monitor the new players and solutions, and then connect it all back to the needs of a given advisor.