BERWYN, PA — Ategenos Capital said it has rebranded as AC Wealth Partners, marking a strategic shift as the firm crossed $1 billion in assets under management in early fourth-quarter 2025 and looks to expand its footprint in the registered investment advisor market.
The firm said the rebrand reflects a sharpened focus on delivering an advisor- and client-centric wealth management platform designed for high-net-worth individuals and RIAs seeking scalable, institutional-quality solutions.
“Our rebrand focuses on our culture that both respects and supports the advisor and client relationship,” said Jason Moore, chief executive officer. Moore said the firm emphasized “AC” to reflect its advisor- and client-centric approach and positioned the platform as a turnkey asset management solution aimed at improving efficiency and productivity for RIAs.
The transition to AC Wealth Partners, which takes effect in January, includes refreshed branding and signals the start of a broader set of enhancements to the firm’s wealth management offerings. The company said those initiatives are intended to deepen support for advisors while expanding solutions available to their clients.
Todd Cole, the firm’s chief wealth officer, said a key area of growth has been its Private Wealth solution, which offers customized portfolios managed by dedicated portfolio managers for high-net-worth clients. Cole said the firm’s focus remains on addressing the increasingly complex needs of advisor-client relationships.
As part of its investment strategy, AC Wealth Partners said it has retained Dr. Christopher Geczy, an adjunct professor of finance at The Wharton School, as an investment consultant and member of its investment committee. Through his firm, Forefront Analytics, Geczy will provide quantitative research support across asset allocation, risk management, and macroeconomic analysis, while also advising on areas such as private markets, digital assets, and other emerging asset classes.
Cole said clients are increasingly seeking more customized and diversified solutions, including tax-efficient strategies and access to nontraditional investments. He said the firm’s platform combines its internal investment capabilities with external research to deliver institutional-grade portfolio construction within a broader wealth management framework.
Moore said the firm plans to introduce additional capabilities and strategic initiatives in 2026 aimed at further strengthening its offering to the RIA marketplace. He said details of those initiatives will be rolled out over the coming months as the firm builds on its recent growth.
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