Latest Seventy2 Capital Wealth Management News & Updates

See the latest news and media coverage for Seventy2 Capital. We track all announcements, press releases, and industry mentions in real time, all in one place.

Seventy2 Capital Wealth Management (Seventy2 Capital)

Wealth management and financial advisory firm

seventy2capital.com

Headquarters: Bethesda, United States
Founded year: 2016
Company type: Private company
Number of employees: 100–200
Industry: Investment Management & Fund Operators

Last updated Today

Latest news about Seventy2 Capital Wealth Management (Seventy2 Capital)

In short: Seventy2 Capital achieved significant growth, surpassing $10 billion in AUM and expanding its presence across several U.S. states.

Company announcements

August 18 Seventy2 Capital

Seventy2 Capital adds Jeff Sharpe and Scott Tansley while opening a Cheshire office

The hires bring over 45 years of experience to expand the firm's presence in Connecticut.

August 11 Seventy2 Capital

Seventy2 Capital welcomes Steven Bonavita as Executive Vice President

He will work in the Bethesda, MD office, bringing over 25 years of experience and a holistic, client-focused approach to wealth planning.

July 27 Seventy2 Capital

Seventy2 Capital reported mid-year growth and industry awards

The CEO thanked team for contributions, adding $3B AUM and 19 new members. New offices opened in four states and the firm ranked high on Barron’s and Forbes lists.

May 14 Seventy2 Capital

Seventy2 Capital hires Kelly and Schertz as EVP and SVP

They join the Hunt Valley office to enhance personalized wealth management services.

Media coverage

July 28 Courier Journal

Seventy2 Capital Wealth Management named to 2025 Forbes Americas Top Wealth Management Teams: High Net Worth

Our practice continues to grow at a rapid pace; we are proud that our hard work and dedication to clients are being acknowledged by a...

July 6 The Columbus Dispatch

Seventy2 Capital Wealth Management named to 2025 Forbes Americas Top Wealth Management Teams: High Net Worth

Our practice continues to grow at a rapid pace; we are proud that our hard work and dedication to clients are being acknowledged by a...

9 December 2025 WFMZ

Seventy2 Capital Wealth Management Acquires Creative Benefit Concepts Increasing Its Corporate Retirement Plan Capabilities in the Washington, DC Metro Area | Tnm | wfmz.com

He has also served as the Golf ... injured and/or disabled veterans with service dogs since the nonprofit was founded in 2011. "I'm excited to...

8 August 2025 MENAFN

11 Seventy2 Capital Team Members Listed As 2025 Five Star Wealth Managers

(MENAFN- EIN Presswire) This honor recognizes their dedication to their role as a trusted professional to guide clients in their financial decision-making.” - Paul Carlson...

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