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: 120–200
Industry: Investment Management & Fund Operators

Last updated October 23

Latest news about Seventy2 Capital Wealth Management (Seventy2 Capital)

In short: Seventy2 Capital surpassed $20B in assets, ranked fourth on WBJ list, and expanded.

Company announcements

October 23 Seventy2 Capital

Seventy2 Capital surpasses $20B in assets under management

The wealth management practice achieved this milestone through recruiting efforts, opening six new offices and adding 56 team members.

October 1 Seventy2 Capital

Seventy2 Capital opens new office in Fort Wayne adding 14 team members

The firm expands its geographic presence by hiring financial advisors and support staff to serve clients in Indiana starting October 2026.

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.

Media coverage

October 15 Connecticut Visitor Guide

Stamford Juvenile Arrested For Operating Illegal Drug Factory – Connecticut Visitor Guide

Seventy2 Capital Wealth Management has officially expanded its footprint into the Constitution State by welcoming seasoned financial advisors Jeff Sharpe ...

August 31 The Columbus Dispatch

Jeff Sharpe and Scott Tansley join Seventy2 Capital, expanding in Westport and opening a new office in Cheshire, CT

We are thrilled to add Jeff and Scott to the team and expand our presence in Connecticut."— Paul Carlson, CEO, Seventy2...

December 9, 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...

November 25, 2024 EIN News

Seventy2 Capital Wealth Management Surpasses $10 Billion in Assets Under Management - EIN Presswire

Seventy2 Capital is a client-focused, growth-oriented wealth management practice dedicated to achieving client goals. We offer the benefits of independence with a deep bench of...

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